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It's been a good year. How good?

Well, I'd like to hear from you to tell me how good.

I've spent the past few weeks reflecting on my own trading transformation in 2025—the wins, the lessons, the shifts in confidence and approach. But I'm...

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Earnings season is the heartbeat of the market - and every day brings fresh signals about where money is flowing.

With each report, we learn not just how companies are performing, but how investors are reacting.

In the Daily...

Daily Beat
NYSE NASDAQ AMEX High Low Logic 11172025

Today's number is... 5.8

The High–Low Logic Index just hit 5.8, its highest reading of 2025.

Here’s the chart:

 

Let's break down what the chart shows: 

  • The top panel displays the...
The Daily Number
Grant
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Every weekend, I dig into our insider activity tracker looking for the biggest conviction buys — and today, the standout moves came straight from the top, with multiple CEOs stepping in across telecom, semis, and software.

...

Hot Corner Insider
Hot Corner Insider Weekly Reports
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Earnings are the heartbeat of the market - and every week brings a fresh set of opportunities and risks. With each report, we get new information about corporate health, investor sentiment, and the sectors driving leadership (or lagging).

In the...

Daily Beat
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Welcome back for another Top Down Trade of the Week.

This is a classic leadership scan.

We start with the best sectors, then drill into the subgroups. We pick one, and then take a look at the top stocks...

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The Strazza Letter
Strazza
ASC
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Stocks
Top Down Trade Of The Week
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The Summer Soldier and the Inflation Setup

“These are the times that try men’s souls. The summer soldier and the sunshine patriot will, in this crisis, shrink from the service of their country…”— Thomas Paine, 1776

It’s one of my favorite lines in all of literature — and one of...

All Star Charts Gold Rush
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Bond Report
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ASC
Jason Perz
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NVDA
The Ugly, The Messy, The Saviors

Sunday Stalk List | Ep 23

Welcome back to The Sunday Stalk List.

Every weekend, I review hundreds if not thousands of charts across U.S. indices, global markets, breadth, sentiment, and intermarket...

Thompson's Two Cents
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Latin America has been a no-show for well over a decade. 

The last time these countries participated in any meaningful manner was back during the 2003–2008 cycle. 

Since then, this region’s equity...

All Star Charts Gold Rush
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Ricardo
Currency Report
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The Future of Walmart without Doug McMillon
 

 

In an unexpected development, Doug McMillon announced he will step down as CEO of Walmart at the end of...

The Macke Letter
Jeff Macke
The Macke Letter
earnings
macke letter
$WMT

Hello Volatility, old friend.

Welcome back.

We'd like to put you to work for us.

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

  1. No new positions today.
  2. Adjustment to ARKK Position.
  3. No exits since the last report.
  4. Current status of open campaigns....
Options Paid to Play
Paid To Play
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Tanker rates are exploding as participation in energy continues to expand.

Last week, we talked about the rotation into energy, one of the most unloved sectors of...

All Star Charts Gold Rush
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Commodities Weekly
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US HOF Table 11142025.png

From the desk of Steve Strazza @Sstrazza

Our Hall of Famers list is composed of the 150 largest US-based stocks.

These stocks range from the mega-cap growth behemoths like Apple and Microsoft – with...

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Stocks
Hall Of Famers
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Missed it? No problem!

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