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

  1. New position in KRE.
  2. No adjustments are needed today.
  3. No exits since the last report.
  4. Current status of open campaigns...
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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 ...

The Beat Report
Growth vs Value 08212025

Today's number is... 2.22

That’s the prior cycle high in the Growth vs Value ratio — and price just broke back below it.

Here is the chart:

 

Let's break down what the chart shows:

  • The top panel plots...
The Daily Number
Grant
📊 Daily ETF Overview 

Looking at our sector table, the usual suspects are all leading the market higher.

Technology, communications, industrials, and financials are all trading near all time highs and have just recently broken out of bases...

ETF Power Rankings
PEN & EPU.png

Leadership keeps showing up in places no one’s watching. Take Peru.

The Peruvian Sol (PEN/USD) just registered its best single-day performance since 2023, reaching fresh five-year highs against the US Dollar.

...

All Star Charts Gold Rush
All Star Charts Premium
The Strazza Letter
Premium
ASC
Ricardo
Currency Report
Currencies
Currencies
Strazza
Members Only
2to100 Table 08202025.png

From the desk of Steve Strazza @Sstrazza

Welcome to The 2 to 100 Club.

In this scan, we look to identify the strongest growth stocks as they climb the market-cap ladder from...

2 to 100 Club
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2-to-100 Club
Strazza
ASC
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Stocks
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sand

Today's trade is in the metals space in a stock that is breaking out of a multi-year base.It has the potential to go on a monster, long-term run. But I'm going to play for the initial thrust which offers us the possibility of 7x-ing our money (or more...

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

  1. New position in XLV.
  2. No adjustments are needed today.
  3. Closed ARKK and XME positions.
  4. Current...
Options Paid to Play
Paid To Play
Members Only

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 ...

The Beat Report
t
Looking for a way to profit of the Street's (and my own) disappointment

With shares down over 60% over the last 4 years, earnings declining and a CEO set to retire Target had a chance to make dramatic changes. Instead, the discount retailer made the most obvious, timid, decision possible, announcing 20-year company...

The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
Jeff Macke
The Macke Letter
earnings
$TGT
Members Only
1D ROC Market Cap Decile SP500

Today's number is... -0.6%

The S&P 500 Index fell by -0.6% yesterday — but under the surface, most stocks finished higher.

Here are the charts:

  

Let's break down what the charts shows...

The Daily Number
Grant
d

I almost permanently blinded myself—maybe even killed myself—once during band rehearsal in college.

For two years, I played lead guitar and backing vocals in a rock band with one of my best friends and two other great dudes. We used to rehearse...

All Star Options
📊 Daily ETF Overview 

When we look at our US table, it should be no surprise that Large Cap Growth $IWF remains on top. Driven by a high weighting towards technology and consumer, these stocks have been on fire for a long time now...

ETF Power Rankings