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Every weekend, I dive into our insider activity tracker looking for the most interesting and bullish buys — and this week, it was private equity shops and hedge funds leading the charge.

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Our International Hall of Famers list is composed of the 100 largest US-listed international stocks, or ADRs.

We've also sprinkled in some of the largest ADRs from countries that did not make the market cap cut. 

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Last week, I joined my friend Michael Batnick on “What Are Your Thoughts.”

The guys over at Ritholtz Wealth and the Compound are the absolute best at what they do. For that reason, doing...

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

  1. No new positions today.
  2. Adjustment to XLV Position.
  3. No exits since the last report.
  4. Current status of open campaigns....
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Today's standout insider activity comes from Citadel Advisors, which filed an initial 13G revealing a 5.10% stake in Arvinas $ARVN.

When firms like Citadel and high-level...

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Hanging out in New York City this week has been such a blast. 

Today, I gave an extra-long presentation on the outlook for global equities. We talked it all out in...

Alfonso’s Daily Note
Alfonso

From the Desk of Steve Strazza @Sstrazza

Welcome to The Junior International Hall of Famers.

With the goal of finding more bullish setups, we have decided to expand one of our favorite...

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This week was all about mega cap growth.We kicked off Monday with an AI-themed selloff on the DeepSeek news.And then over the course of the week, the majority of the magnificent seven names reported earnings....

The Strazza Letter
Strazza

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

  1. No new positions today.
  2. Adjustment to XLC Position.
  3. No exits since the last report.
  4. Current status of open campaigns....
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Today's standout insider transaction comes from Ally Financial $ALLY CEO Michael G. Rhodes, who just made a bold move, buying 25,634 shares worth roughly $1 million.

When...

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📊 Daily ETF Overview 

Talk about a bull market of wide participation!

Technology isn't even in the top 10 ETFs, and it's Equal Weight Technology $RSPT over Large Cap Technology $XLK.

Sectors like industrials, utilities...

ETF Power Rankings

We're in New York City for the Portfolio Accelerator this week, which has been tremendous.

This morning, we led a discussion about metals, bonds, economic data, and much more. Paul Ciena, the chief technical strategist at Bank of America,...

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Yesterday was unreal. We visited the NYSE with Jay Woods and got a full tour of the place.

Walking the trading floor during market hours was an incredible experience—...

Alfonso’s Daily Note
Alfonso

Missed it? No problem!

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