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Beat Sheet (07.18.2025)

Yesterday’s market was a tale of two extremes - headline beats were plentiful, but the reactions painted a very divided picture.

The Beat Report
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This is the video recording of the September 2022 Mid-month Conference Call.

We discussed:

  • What's the Bear Case?
  • One of worst starts to year for 60/40 portfolio in history
  • The...
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From the Desk of Ian Culley @IanCulley

The US Dollar Index $DXY is on cruise control with nothing ahead but an open road.

The few obstacles that stood in its way...

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Ian
Currency Report
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The largest insider transaction on today's list is a Form 4 filing by the CEO of Ivanhoe Electric Inc $IE, who reported a purchase worth roughly $3.3 million.

The only 13G on our list today was filed by Boxer Capital, LLC. The investment firm...

Stocks
Strazza
The Hot List

The stock we're looking at this week is part of the Automobile sector.

Stocks
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Trade Of The Week
Rashmi Bhatnagar

From the Desk of Steve Strazza @sstrazza

This is one of our favorite bottom-up scans: Follow the Flow.

In this note, we simply create a universe of stocks that experienced the most unusual options activity — either bullish or...

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Follow The Flow
Alfonso
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From the desk of Steve Strazza @Sstrazza.

Welcome back to our latest Under The Hood columne, where we'll cover all the action for the week ended September 16, 2022....

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From the desk of Steve Strazza @Sstrazza

Our Top 10 Charts Report was just published.

In this weekly note, we highlight 10 of the most important charts or themes we're currently seeing in asset classes around the world.

...
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Top 10

From the desk of Steve Strazza @Sstrazza

Check out this week's Momentum Report, our weekly summation of all the major indexes at a Macro, International, Sector, and Industry Group level.

By analyzing the short-term...

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momo

Great weekend of Charts and Football for me!

How about you?

More Charts than Football? Or the other way around?

...
Stocks
ASC
ASC Chart of the Day

Here's something you don't see every day.

Silver showing a bullish divergence?

How could this ...

Commodities
ASC
ASC Chart of the Day

If there's one group that continues to stand out it's the Healthcare Providers.

We've been pounding the table again and again for one simple reason. The charts of the...

ASC

You know how I know we've been in a bear market?

Because investors got hammered. And not just in 2022, but over the past year and half.

...
Stocks
ASC
sentiment
ASC Chart of the Day

Over the weekend, we've seen risk-off action persist following hotter-than-expected inflation data.

Following the Ethereum merge, most coins have sold off rather aggressively. Bitcoin now lies on a key level of support at its year-to-date lows...

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Missed it? No problem!

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