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Top Beats (07.23.2025)

Yesterday was a massive day for earnings - 27 S&P 500 companies reported, and the market delivered some of the most dramatic moves we’ve seen all season.

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

  1. No new positions today.
  2. Rolled XME position to April options.
  3. Closed SMH at profit target.
  4. ...
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📊 Daily ETF Overview 

More country ETFs are beginning to climb up the ETF Power Rankings. Beginning 2025, global stocks have actually outperformed the United States.

While this has been a secular downtrend in global relative...

ETF Power Rankings

We’re halfway through Q1, and February is historically a weak month for stocks.

But here’s the key—seasonal weakness doesn’t usually kick in until the second half of the...

Alfonso’s Daily Note
Alfonso

Stocks are under pressure in the US. Today marks the worst performance of the year for the S&P 500.

But, here’s the thing. It shouldn’t come as a surprise. US stocks...

The Strazza Letter
Strazza

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

  1. New position in ARKK.
  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

Our Hall of Famers list is composed of the 150 largest US-based stocks.

These stocks range from the mega-cap growth behemoths like Apple and Microsoft – with...

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From the desk of Steve Strazza @Sstrazza

Dividend Aristocrats are easily some of the most desirable investments on Wall Street. These are the names that have increased dividends for at least 25 years, providing steadily...

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Young Aristocrats
Dividends
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Missed it? No problem!

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