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Just Kidding.....

Everyone loves a good underdog story. I get it.

But the obsession with small caps “finally taking over” every time they outperform for a few days still blows my mind.

Two or three times a year, small caps catch a bid.

Large caps...

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It goes without saying the market's been carnage all week.

There's no shortage of noise out there.

So we want to keep it simple and share three key charts and the stories they're all conveying.

 

 

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Crypto
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There are a lot of charts that looks very similar to this one.

Tops are a process right?

This is what this one looks like:

Stocks
ASC

Jan Barta of Pale Fire Capital revealed an additional purchase of roughly $23 million in Groupon $GRPN, as he continues to build a position.

The CEO and the president of OPKO Health $OPK revealed a purchase of approximately 400,000 shares of...

Stocks
Strazza
The Hot List

From the desk of Steven Strazza @Sstrazza and Ian Culley @Ianculley

Credit spreads are widening to their highest levels since late 2020.

If it feels like we just mentioned spreads and the falling HYG/IEI ratio, it’s because we did...

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bonds
ASC
Strazza
Ian
Bond Report
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From the desk of Steve Strazza @Sstrazza

Welcome to the 2 to 100 Club.

As many of you know, something we've been working on internally is using various bottom-up...

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2 to 100 Club
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Strazza
2-to-100 Club
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From the desk of Willie Delwiche.

Key Takeaway: The unwinding of a liquidity-fueled speculative bubble is weighing on investor sentiment, pushing many indicators into areas that signal excessive pessimism. The challenge in...

willie
plus
sentiment
Sentiment Report

"MARKETS IN TURMOIL!" -- they said.

But yeah, it certainly feels like it when seemingly every "relief rally" is met with fierce selling.

In our morning analyst meeting today, the team was lamenting the fact that it seems any levels of...

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ASC

From the desk of Louis Sykes @haumicharts

The last few days have seen one of the largest unwinds and destruction of wealth in crypto history.

By historical standards, the collapse in the Terra ecosystem will go down as some of...

ASC
Crypto

I think it’s safe to say insiders are buying the dip!

This might be the most Form 4 filings we’ve seen in a single day since we started doing this.

And we’re seeing activity in all different sectors, from software to chemicals,...

Stocks
Strazza
The Hot List

The most significant insider transaction on today’s Hot List is a Form 4 filing by the CEO of Uber Technologies $UBER,...

Stocks
Strazza
The Hot List

Missed it? No problem!

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