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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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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
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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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We go where the strength is.

And until new information presents itself to get us looking elsewhere, the strongest names, best bases, and most impressive relative strength continue to be found in the energy space. Who am I to fight the facts...

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Crypto markets appear to be stabilizing in the aftermath of the Terra $LUNA crash, with Bitcoin $BTC slowly progressing to the low 30,000s. Many altcoins are pressing down on critical support levels.

As we'll cover in tomorrow's note, many are...

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Last week, Carl Icahn filed a 13D revealing an ownership position of 5,089,703 shares in the natural gas services company Southwest Gas Holdings $SWX.

Icahn first purchased the stock in the second half of 2021. After a recent acquisition of an...

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The Hot List

From the desk of Steve Strazza @Sstrazza

From a technical perspective, this rocky market is offering us limited opportunities on the long side.

While we continue to approach most equities with caution, insiders are buying into...

Hot Corner Insider
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Inside Scoop
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The troubles don't stop coming for investors who were deceived into believing that gold was a hedge against inflation.

Gold is at the same price it was 2 years ago.

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ASC Chart of the Day

This is the weekly post that aggregates all the charts we put together throughout the week and organizes them all into one, easy to flip through deck.

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Chartoons India

This is the weekly post that aggregates all the charts we put together throughout the week and organizes them all into one, easy to flip through deck.

...

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It's Monthly Charts time!

It's that time of the month when we zoom out and look at the bigger picture (seems like a good time to do that, don't you think?) The market has been trying to make sense of the trend, so let's try and do that as well...

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Rashmi Bhatnagar

From the desk of Steven Strazza @Sstrazza and Ian Culley @Ianculley  

Momentum thrusts abound.

The other day on Twitter Spaces, JC made the point that we hadn’t seen many bullish thrusts this year. He was right. There have been a...

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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 market...

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From the desk of Willie Delwiche.

That this is an unfamiliar and uncomfortable environment for many investors goes without saying. It was unforeseen to the extent that it is at odds with recent experience. For passive investors, the...

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Observations

Chemicals and Fertilizing stocks have been among the sectors that seem to be "benefiting" from supply shocks in the system stemming from the war in Ukraine, as well as just general inflation touching the price of everything (except tech stocks,...

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