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Every weekend, I dig into our insider activity tracker looking for the biggest conviction buys — and this week checked all the boxes: Baker Bros, coal stocks, big software bets, and precious metals.

Let’s take a look:

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From the desk of Steve Strazza @Sstrazza

Welcome to The 2 to 100 Club.

In this scan, we look to identify the strongest growth stocks as they climb the market-cap ladder from...

2 to 100 Club
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In today’s Daily Digest, we’ll review the following:

  1. New position in XLP.
  2. No adjustments are needed today.
  3. Exited XLB at Profit Target.
  4. Current...
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When it comes to the US economy it is all about the consumer.

It's the best gauge of how things are going.

The Consumer...

Alfonso's Daily Note
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📊 Daily ETF Overview 

Growth and large cap factors continue to lead in the green on the US indices table.

Importantly, many indexes have been rejected after testing their most recent highs.

 

While this isn't a...

ETF Power Rankings

I’ve been thinking a lot about if this could be the end…

On the Morning Show today we talked about whether the bull market for stocks could continue if ...

The Strazza Letter
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In today’s Daily Digest, we’ll review the following:

  1. No new positions today.
  2. Adjustment to IGV position.
  3. No exits since the last report.
  4. Current status of open campaigns....
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Uncle Warren is red hot right now. 🥵

Berkshire Hathaway $BRK.A / $BRK.B closed at a new all-time high on Monday after it smashed the market's expectations on Saturday.

The company reported operating earnings of $47.4B in 2024, a remarkable...

Daily Beat
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Cryptocurrencies and crypto stocks are reacting negatively to some of the most positive news they’ve had in years.

It all just speaks to the recent mood shift for Bitcoin...

The Strazza Letter
Strazza

From the Desk of Steve Strazza @Sstrazza

Welcome to The Minor Leaguers.

We've had some great trades come out of this small-cap-focused column since we launched it back in 2020 and...

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Missed it? No problem!

Replays of all our past episodes are always available in the episode archives.