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As expected, Trump won by landslide. It was never even close. 

The public markets and the betting markets had it right. 

The pollsters either got it wrong or they just lied to you. But neither of those is acceptable.

I...

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Happy election day, everybody!

I’m excited for tonight. Know why?

I am so ready to put this election behind us.

Last week, I did an interview with Nerd Wallet about investing around the election. You can read the...

The Strazza Letter
Strazza

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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We're entering the final stretch of the year.

The market is a discounting mechanism and already looking forward beyond the election and into Q1 2025.

We know. And that's why...

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The most significant insider transaction of the day was disclosed in a 13G by Jennison Associates LLC. The investment company reported an initial 10.40% stake in Phathom Pharmaceuticals $PHAT.

...
Hot Corner Insider
Insider Buys
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With everyone trying to find a cute election trade, my plan is to keep doing what I always do.

Whether it is Trump or Harris come Tuesday night… or even some sort of contested, disaster scenario… I want to be positioned with...

The Strazza Letter
Strazza

It was only 8-months ago when gold futures put the finishing touches on a massive basing pattern. 

Since then, we've seen the yellow rock rally over 30% to new all-time highs and achieve two of our price targets. 

In addition,...

All Star Charts Gold Rush
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Gold Rush
Precious Metals
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In today’s Daily Digest, we’ll review the following:

  1. New position in XRT.
  2. No adjustments are needed today.
  3. No exits since the last report.
  4. Current status of open campaigns...
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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
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Stocks
Steve Strazza
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Small Caps
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Despite being defensive, consumer stocks can make huge moves. 

Stocks like Monster Beverage, Celsius, and Sprouts Farmers Market are some of the best-performing names in recent history.

Today, we're outlining a consumer stock that...

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Stocks
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Freshly Squeezed
Sam
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Today’s largest insider activity comes from none other than Control Empresarial de Capitales SA, betting strongly on PB Energy Inc $PBF with a hefty $17 million purchase, according to its latest Form 4 filing.

...
Hot Corner Insider
Insider Buys
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Jeff Macke is the person I go to when it comes to all things Retail and Consumer Brands. He's been doing this longer and better than anyone else I can think of. 

He joined us ...

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