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Daily Beat Sheet (07.29.2025)

From a sleepy life sciences spin-off to a data-driven diagnostics powerhouse, Revvity $RVTY has spent the past two years rewriting its playbook. 

The Beat Report
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We’re gonna keep this quick cuz I’m on the road doing errands.

I just got off the phone with JC, who called me in the car. His “spidey senses” are tingling and he thinks there might be a low-risk/high-reward opportunity to short the broader...

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Today's trade is a "keep it stupid simple" kinda trade that might take a little intestinal fortitude if you do not enjoy buying stocks at all-time highs.

But in my experience, these are the types of stocks that continue to defy odds.

...

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From the Desk of Steve Strazza and Alfonso Depablos

The largest insider buy on today’s list comes in a series of Form 4 filings by Maha Katabi, director of Vera Therapeutics $VERA.

Katabi reported a purchase of 161,290 VERA...

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Strazza
The Hot List

February is one of the worst months of the year to own stocks.

Is that why we've been seeing all this rotation into defensive sectors?

...
Stocks
ASC
ASC Chart of the Day

From the Desk of Ian Culley @IanCulley

Holy reversals, Batman!

The tactical direction flipped for the dollar and rates this morning on the heels of stronger-than-expected job growth. 

Whipsaws are dotting the charts,...

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Commodities

From the Desk of Ian Culley @IanCulley

The FOMC stuck to its script this week, kicking the can and keeping rates steady.

Everyone was expecting the news. But the market wasn’t expecting Fed Chairman Jerome Powell (the man...

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bonds
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Ian
Bond Report
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From the Desk of Steve Strazza @Sstrazza

We love our bottoms-up scans here at All Star Charts. We tend to get really creative when making new universes as we want to be sure they will deliver us the best opportunities the market has to...

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Junior Hall Of Famers
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From the Desk of Steve Strazza and Alfonso Depablos

The largest insider buy on today’s list comes in a series of Form 4 filings by Maha Katabi, director of Vera Therapeutics $VERA.

Katabi reported a purchase of 161,290 VERA shares...

Hot Corner Insider
Insider Buys
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Let me remind everyone what a bad idea it is to sell naked calls.

We don't do it.

I often ...

Stocks
Intermarktet Analysis
ASC
seasonality
ASC Chart of the Day

From the Desk of Steve Strazza @Sstrazza

Welcome to The 2 to 100 Club.

As many of you know, something we've been working on internally is using various bottom-up tools and...

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Strazza
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Grant
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I really like the risk vs reward from the short side here.

The divergences and rotation into defensives are finally there.

The Dollar has been strong throughout all of January.

That was the first heads up.

The new highs...

ASC
ASC Chart of the Day

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