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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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If you're still looking for leadership outside the U.S., start by looking at the local currency.

The Polish Zloty is breaking out—clearing multi-year bases against both the Euro and the Dollar.

 

It’s...

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

  1. New position in KRE.
  2. No adjustments are needed today.
  3. No exits since the last report.
  4. Current status of open campaigns...
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We just received fresh earnings reactions for roughly 13% of the S&P 500 - and the market is drawing a hard line between winners and losers.

It’s not enough to beat expectations anymore. If you’re not guiding higher, showing margin expansion...

The Beat Report
Amazon fails to explain AWS relative underperformance

Yesterday I wrote, "Amazon famously doesn't care what it reports from quarter to quarter, but as a shareholder, I certainly do".

Boy, is that biting me in the ass this morning. Amazon looks set to open 8% lower despite yet another quarter of...

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XLP SPY 08012025

Today's number is... 0.126

This is the lowest reading ever for Consumer Staples vs. the S&P 500.

Here’s the chart:

 

Let's break down what the chart shows:

  • The top panel plots the XLP/SPY ratio in...
The Daily Number
Grant
📊 Daily ETF Overview 

We're seeing a continued rotation into risk-on sectors in the equities market.Technology, Industrials, Communications, and Financials are all leading the charge — a classic sign of growing investor appetite...

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Will The Market Follow?

When most people talk about “the market,” they mean the S&P 500 or the Dow. 

That’s the default. The number on the news ticker. The benchmark everyone measures against.

But it simplifies something far more complex.

The...

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

Amazon famously doesn't care what it reports from quarter to quarter, but as a shareholder, I certainly do.

With the Everything Store set to report tonight on the heels of blockbusters from Microsoft and Meta, and $AMZN shares underperforming...

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

  1. No new positions today.
  2. Adjustment to XLB position.
  3. No exits since the last report.
  4. Current status of open campaigns....
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From the Desk of Steve Strazza @Sstrazza

We love our bottoms-up scans here at All Star Charts. We tend to get really creative when making new universes as we want to be sure they will deliver us the best opportunities the market has to...

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We just got a fresh wave of earnings reactions from over 30 S&P 500 components - and the tape doesn’t lie. 

While some companies are riding the AI wave and breaking out to multi-year highs, others are selling off despite delivering...

The Beat Report

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