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Biotech has been one of the worst-performing industry groups this cycle. Investors have got used to it as these stocks have been dead money for much of the past decade. 

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

  1. New position in XLB.
  2. No adjustments are needed today.
  3. No exits since the last report.
  4. Current status of open campaigns...
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📊 Daily ETF Overview

 

Last week, we pointed to the outperformance of large caps over small caps. But interestingly, we've seen both Micro Caps $IWC and Small Cap Growth $IWO transition from red to green on the ETF Power...

ETF Power Rankings

All things equal, I want the one that shook out the weak hands… before it left the station.

I want the one that bears had a clean chance to bury… but couldn’t.

...
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Today's trade is in a silver miner that has already had a great run, but could surprise everyone by further doubling from here.

Buying after a big run is always hard, psychologically, and today is no different. So I'm going to take...

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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....
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Broadcom $AVGO continues to reinforce its place among the market’s top compounders.

The $1.1T semiconductor and infrastructure software giant just posted another double beat. 

Despite the beat, the stock traded down 5% in reaction to...

The Beat Report
📊 Daily ETF Overview

 

It's difficult to form much of a bearish thesis on stocks when global markets look as attractive as they do right now.

Notice that the United States is just a mere stones throw from all-time...

ETF Power Rankings

Short sellers are getting squeezed, and it’s plain to see.

They’ve been caught offside and are being forced to cover their positions.

They’re feeling the pain, and that’s exactly when we like to strike with our Freshly Squeezed strategy....

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Freshly Squeezed
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Another week of earnings, another batch of signals from the market.

The market reactions told us plenty whether companies beat, missed, or landed somewhere in the middle.

In this week’s recap, we’re covering the key reactions from last...

The Beat Report

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