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

  1. No new positions today.
  2. Adjustment to KRE position.
  3. No exits since the last report.
  4. Current status of open campaigns....
Options Paid to Play
Paid To Play
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J.M. Smucker $SJM just reminded investors that not even iconic consumer brands are immune to execution risk.

The $10B packaged food giant reported mixed results on Tuesday and suffered the worst earnings reaction in company history.

And it...

The Beat Report
SFIX

Stitch Fix keeps refusing to die. The all-but-forgotten clothing box membership service is seeing shares jump after losing less and selling more than analysts expected in Q3. What should you do with shares near 2025 highs and up more than 100% since...

The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
$SFIX
Jeff Macke
Macke's Retail Roundup
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Every day, we sift through the filings to spot where the real conviction lies – cutting through the noise to highlight the most meaningful insider moves.

Here's what stood...

Hot Corner Insider
Insider Buys
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📊 Daily ETF Overview

 

You may have noticed a theme in these notes.

That is, we sound like huge optimists.

But that's for a simple reason that being an optimist has paid off big in 2025 - even...

ETF Power Rankings

Today's number is... 83

We’ve now seen 83 consecutive trading days where the 3-month rolling fund flow for the Russell 2000 (IWM) has been negative — a stretch small caps haven’t experienced since mid-2019.

...
The Daily Number
Grant

One of the top-performing areas of the speculative growth theme has been the “new-school” nuclear trade. 

OKLO already tagged one target, SMR is on its way, and NNE...

The Strazza Letter
Strazza

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...
Options Paid to Play
Paid To Play
Members Only
📊 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