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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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I'm building on a theme that began with Friday's trade in an Oil Tanker operator.

Today's trade is in an Oil & Gas name that is on the verge of 52-week high breakout, with all-time highs in sight.

I might be jumping the entry a bit...

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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 Week Count

Today's number is... 25

For the first time in 25 weeks, more stocks made new lows than new highs across the NYSE and NASDAQ.

Here’s the chart:

 

Let's break down what the chart shows: 

...
The Daily Number
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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
breadth change
Lines In The Sand

Sunday Stalk List | Ep 22

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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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
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Energy stocks spent years in exile. Now they're breaking out.

There are corners of the market so unloved that they start to develop their own weather. Energy has been living under one of those storm clouds.

For most of this bull market, the sector has been treated like the leftovers at a feast cooked by...

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volatility dreams

A number of people have reached out recently, asking in various ways if I have suggestions for riding out portfolio volatility.

I get it. When you're sitting on large gains or holding predominantly bullish positions, every market wiggle feels...

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The US Dollar Index $DXY is approaching a make-or-break level.

We’ve been watching ...

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Sentiment Collapse
 

Nothing was good enough for the market this week as a the government shutdown and consumer sentiment dragged on the tape. In the attach video I discuss the great quarters turned in by Uber and Peloton, the decision to take profits in Mattel and...

The Jeff Macke Portfolio
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Jeff's Retail Portfolio
$AMZN
$UBER
$PTON
$MAT
$IMAX
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In today’s Daily Digest, we’ll review the following:

  1. New position in QQQ.
  2. No adjustments are needed today.
  3. No exits since the last report.
  4. Current status of open campaigns...
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From the desk of Steve Strazza @Sstrazza

Our International Hall of Famers list is composed of the 100 largest US-listed international stocks, or ADRs.

We've also sprinkled in some of the largest ADRs...

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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

Missed it? No problem!

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