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Earnings season is the heartbeat of the market, and every day brings fresh signals about where money is flowing.

With each report, we learn not just how companies are performing, but how investors are reacting.

In the Daily...

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There weren't any S&P 500 earnings reactions on Monday, but one of the largest Chinese stocks delivered a reaction that caught our attention.

China is printing fresh multi-year highs, and most investors couldn’t care less. U.S. megacaps...

Daily Beat
📊 Daily ETF Overview 

The major indexes just broke out just a few months ago and are still pressing higher.

Growth continues outpacing value.

Similarly, large-caps over small-caps.

No evidence this is changing, yet.

And...

ETF Power Rankings

Chinese equity indexes are at their highest levels in 3.5 years.

In local currency, Chinese stocks look even better– the Shanghai Composite is trading at its highest level since 2015.

And while iShares Large...

The Strazza Letter
Strazza
 

 

Today I put on a trade in a company whose services I don’t agree with.

The company is in the sports gambling business—one of the biggest brands out there.

As the father of a sports-crazed eleven-year-old, what this...

All Star Options Daily
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I've made it no secret that I harbor ill-will towards the hyper-promotion of sport gambling. As a father of an 11 year-old sports fan, I find it distasteful that he can't watch any sporting events without getting pounded over the head to get involved...

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From the Desk of Steve Strazza @Sstrazza

Welcome to The Minor Leaguers.

We've had some great trades come out of this small-cap-focused column since we launched it back in 2020 and...

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Minor Leaguers
ASC
Stocks
Steve Strazza
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Small Caps
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In today’s Daily Digest, we’ll review the following:

  1. New position in XME.
  2. No adjustments are needed today.
  3. Closed XLU for a Profit.
  4. Current status...
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Paid To Play
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Earnings season is the heartbeat of the market - and every day brings fresh signals about where money is flowing. 

With each report, we learn not just how companies are performing, but how investors are reacting.

In the ...

Daily Beat
d
Huge earnings week for the mall! Furniture stocks burning!

It's the last week of summer and the biggest week of the year as retail earnings hit maximum intensity in the next 5 days. Here's what I'm watching while most of the other adults are on vacation:

 

 

1. The Earnings Flood...

The Macke Letter
Jeff Macke
The Macke Letter
earnings
$GAP
$AEO
$WSM
$LEVI
$ANF
$VSCO
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Peloton scores a beat and an Upgrade. More Trades!

Below is my weekly video for members of Macke's Retail Roundup.

Jackson Hole comments send retail flying! In the attached video, I welcome new members, set up possible trades for the next few weeks and hint at positions I'm...

The Jeff Macke Portfolio Plus
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Macke's Retail Roundup
$TGT
$WMT
$GAP
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📊 Daily ETF Overview 

As you can see from the diversity of international markets hitting new green thresholds, the rotation favoring markets outside the United States remains strong and intact.Extending this trend, China’s $FXI just made fresh...

ETF Power Rankings

For forty years, bond yields trended lower. From the early 1980s until 2020, the 10-year Treasury yield fell through every cycle. 

Each downturn, each policy mistake, was met with the same cure: cut rates, buy bonds, suppress yields...

All Star Charts Gold Rush
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Jason Perz
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Missed it? No problem!

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