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

  1. No new positions today.
  2. Adjustment to XLV position.
  3. No exits since the last report.
  4. Current status of open campaigns....
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Yesterday’s batch of 30 S&P 500 earnings brought fireworks across the board, with hardware makers, software platforms, insurance firms, and drug manufacturers all delivering market-moving results.

We saw...

The Beat Report
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Expectations are high for Amazon tonight. Here's what to expect

Peloton reported a much better-than-expected quarter and guidance on (almost) every metric! CEO Peter Stern continues to find ways to rip out expenses without increasing churn. 

Put more simply, 18 months ago the question was whether or not...

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📊 Daily ETF Overview 

Tuning into this week’s sector table, leadership is clearly clustering in risk-on corners of the market.

We’re now in a rotation game. Many sectors have already broken out, and now it's time for the...

ETF Power Rankings
SPXAprilLows

Today's number is... 29%

The largest S&P 500 stocks have gained an average of 29% since April — leading from the front, with no signs of stress.

Here’s the chart:

 

Let's break down what the...

The Daily Number
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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...

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I watched JC's monthly strategy session this week and he discussed some energy names, which got me thinking -- I don't have much energy exposure on the books.

So today's trade is in a name who's set up I'm liking the best right now...

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

  1. New position in IGV.
  2. No adjustments are needed today.
  3. No exits since the last report.
  4. Current status of open campaigns...
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Earnings season is hitting its stride.

Yesterday, we got 35 fresh reactions from S&P 500 names - and the market didn’t hold back. 

Volatility is exploding as investors sort the real growth stories from the hype.

We saw...

The Beat Report
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If I’m going to buy bonds, I’m going to buy the ones I think will go up the most.

At 37 years old, I think there’s a place for bonds in my long-term portfolio, just not a very big one...

It’s a small allocation, and I’m looking for the...

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