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Welcome to The Weekly Beat.

Last week was packed with market earnings reactions. We saw double beats, historic selloffs, and a $100B surge in market cap. Investors were forced to separate strength from weakness. And with several...

The Beat Report

Welcome back for another Top Down Trade of the Week. 

This one’s a classic leadership scan.

We start with the best sectors...

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Chill

Written Portfolio Update of the RoundUp10 and Starting 10 portfolios through June 13, 2025

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Jeff's Retail Portfolio
$spot $CHWY $GAP $BBW RoundUp10
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Crude oil just ripped higher with its biggest 3-day rally since March 2022.

And the timing couldn’t be more interesting.

...

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Sam
Precious Metals
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Let’s get one thing straight… I’m not some sort of defense industry perma bull.

Trust me, those people exist.

They hang out in...

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Strazza

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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Oracle $ORCL is proving that old tech can still deliver new growth.

The $600B enterprise software giant just posted a double beat, and the stock surged 13.3% to fresh all-time highs.

Buyers followed through on Friday with an additional 7.7...

The Beat Report

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

  1. No new positions today.
  2. Adjustment to USO position.
  3. Closed KRE for profit.
  4. Current status of...
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“Look kid, if you hear the missiles are flying, you buy them. You don’t sell them.”

— Art Cashin, Wall Street legend.

...
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nike

If you aren't watching the US Open are you even working?

Leaving aside the finances of LIV and the PGA. You can also throw out the slow-growth, low-margin equipment business. I'm here for the outfits. These fittish, highly-strung men...

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Today's number is... 437 

We’ve already seen 437 days where the S&P 500 moved ±1% in the 2020s — and the decade’s only halfway done.

Here’s the chart:

 

Let's break down what the chart...

The Daily Number
Grant
📊 Daily ETF Overview

 

There's something happening in America I'm still wrapping my head around.

The country is building mini nuclear reactors all over the place to power academic institutions, artificial intelligence...

ETF Power Rankings

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