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In the spring of 1998, I was six months into my first job out of college—a mutual fund and insurance salesman for MetLife. The people were kind, and my boss was supportive, but it was a terrible fit for a 22-year-old fresh out of school. Nobody wants...

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With four of the Magnificent 7s reporting earnings the next two days, big tech is front and center.

I’m talking about the largest and most important companies in the world.

...
The Strazza Letter
Strazza

Sorry for the obnoxious title. Sometimes, these things just write themselves.

You would think that a company involved in sports betting would be doing well, considering it seems I can't escape the barrage of advertising for sports betting apps I...

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

  1. New position in XLP.
  2. No adjustments are needed today.
  3. No exits since the last report.
  4. Current status of open campaigns...
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Teradyne $TER crushed expectations with another double beat this quarter.

They reported revenues of $699 million and EPS of $0.75, comfortably above Wall Street estimates.

But instead of celebrating, investors hit the sell button. ...

The Beat Report
weeping

It wasn't the numbers that cooked shares of Starbucks after hours last night. Not that Starbucks didn't turn in a "disappointing" (their words) quarter last night. They did. But the stock was hanging in there just fine well into last night's call....

The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
$SBUX
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📊 Daily ETF Overview 

We're seeing leadership broaden across sectors, with technology starting to take a back seat. This shift comes as many of the dominant trends from the past decade begin to show signs of fatigue.International...

ETF Power Rankings

Today's number is... -8.0%

The average global market is only in a -8.0% drawdown, while the average S&P 500 stock is in a -19.6% drawdown.

Here’s the chart:

 

 Let's break down what the...

The Daily Number
Grant

The Mexican peso is the “blue-chip” emerging market currency. It’s long been a favorite for hedge fund carry trades—often paired with the yen—due to Mexico’s relatively high interest rates and liquid FX market....

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Ricardo
Currency Report
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US equities are officially the laggards of the world.

The S&P 500 is underperforming just about every stock market around the globe this year.

...
The Strazza Letter
Strazza

From the Desk of Steve Strazza @Sstrazza and Ricardo Sarraf @nullcharts

When investing in the stock market, we always want to approach it as "a market of stocks."

Regardless of the environment, there...

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

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