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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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Deckers closed out an eventful week by offering frankly terrifying guidance for the current quarter and refusing to even speculate as to how much worse things could get from here.

The makers of Hoka and Uggs said demand for the former has...

Macke's Retail Roundup
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The banking sector in Canada is vastly different than the U.S. For one thing, there are far fewer of them! And there's really only a handful that matter.

One of those that matters is currently doing something that matters -- it's breaking out to...

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

  1. New position in IBB.
  2. No adjustments since the last report.
  3. No exits since the last report.
  4. Current status of open...
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Below is my weekly video for members of Macke's Retail Roundup.

We're still in the heart of retail earnings season. This week we heard from names like TGT, TJX, and WSM. Next week we've got DKS, COST, M, BBY, DKS,...

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While most retail names grapple with slowing demand and shrinking margins, Ralph Lauren $RL just keeps executing.

The company delivered another double beat this quarter, marking its 9th positive reaction in the last 11 earnings reports. ...

The Beat Report

Today's number is... 59

The All Country World Index ex-US ETF (ACWX) has surpassed its previous cycle highs from 2021, which is around 59.

Here’s the chart:

 

Let's break down what the chart...

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Grant

X is, once again, approaching resistance.  This base has been building for almost 15 years, so when it does finally go, it should give a nice long.  I've outlined the 'potential' waves that should form based on measured move and targets....

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Last week, we highlighted the short-term breakout in crypto stocks.

As money has rotated back into U.S. markets and growth names, crypto-related equities have been clear beneficiaries — just look...

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

  1. New position in USO.
  2. No adjustments since the last report.
  3. Closed XOP position.
  4. Current status...
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Palo Alto Networks $PANW delivered another double beat this quarter, topping revenue and earnings expectations.

However, the market slammed the stock by nearly 7% instead of rewarding the results.

This marked the 5th time in the last 7...

The Beat Report

I don’t know much about Peru, outside of the fact that they make some great ceviche.

But I’ve been thinking about the country a lot today.

...
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Missed it? No problem!

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