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Big Bank Earnings Day is usually a celebration, and on the surface, this quarter looked great.

They all posted strong results. Most beat on both revenue and earnings, with solid fee growth, trading revenue, and wealth management strength....

The Beat Report
📊 Daily ETF Overview 

On our thematic table, there are a few standouts.

Namely, all the crypto vehicles are exploding higher in this environment. Bitcoin is making all time highs, and this is the first time this cycle that...

ETF Power Rankings

The dollar is undergoing a counter trend rally.

And when it comes to international equities, some are coming under pressure… but others look like they are just getting...

All Star Charts Premium
The Strazza Letter
Strazza
ASC
NFLX

Retailers are trying to find their footing after a murderers' row of trade and tariff announcements over the last few days.

Spencer and I are talking specifics, including: CPI data take, Prime Day results, why tariffs matter (still), and how to...

Macke's Retail Roundup
Macke's Retail Roundup+
$TKO $LEVI $AMZN $UBER $NFLX #CPI
Members Only

Trying new things is hard.

It doesn’t matter if it’s a new trading strategy, a new instrument—like moving from stocks to options or options to futures—or a new way of doing research… newness brings discomfort. It’s awkward. You don’t know what...

All Star Options

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

  1. New position in GDXJ.
  2. No adjustments are needed today.
  3. Closed XLP at Profit Target.
  4. Current...
Options Paid to Play
Paid To Play
Members Only

Fastenal $FAST continues to show why it’s one of the most reliable names in the industrial sector.

The company just delivered another double beat for Q2 2025, and the market rewarded it with a 4% rally, marking its 7th positive earnings...

The Beat Report
📊 Daily ETF Overview 

We’ve been talking a lot about how the broadening of international markets is fueling this bull run.For the first time in many years, we’re seeing a sustained stretch of outperformance from markets outside...

ETF Power Rankings

Uranium stocks have been working on some of the largest and cleanest bases in the entire market for almost two decades now. 

I’m talking about structural patterns of...

All Star Charts Premium
The Strazza Letter
ASC
Premium
Strazza

Biotech has been one of the worst-performing industry groups this cycle. Investors have got used to it as these stocks have been dead money for much of the past decade. 

...
All Star Charts Premium
The Strazza Letter
ASC
Strazza
Premium
Stocks
Members Only
a

Like Santa Claus in a Christmas movie, Prime Day had plenty of doubters and haters but, in the end, proved itself undeniably Real. The biggest, newest shopping event of summer got off to a slow start but ended up driving...

Macke's Retail Roundup
Macke's Retail Roundup+
$AMZN $TGT $COST $WMT $LEVI
Members Only

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