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From the desk of Steve Strazza @Sstrazza

Our International Hall of Famers list is composed of the 100 largest US-listed international stocks, or ADRs.

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

  1. New position in XHB.
  2. No adjustments since the last report.
  3. Closed TLT at Profit Target.
  4. ...
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There weren’t any S&P 500 earnings reactions yesterday…

But one stock stands out to us in the Engineering & Construction industry.

Construction Partners $ROAD isn’t a flashy name in tech or AI, but it doesn’t need to be. 

...
The Beat Report
📊 Daily ETF Overview

 

Last week marked yet another period where international markets outpaced the United States.We continue to highlight these historic breakouts because the evidence is mounting: the 15-year era of U.S....

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Portfolio

Another strong week for the Round-Up 10 Portfolio with gains last Friday (which now seems like a million years ago) taking us up to over 12% since our March 20 start date, handily beating the S&P500 and the XRT Consumer Discretionary ETF.

...

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Platinum has been left for dead.

We love it when sentiment for an asset is down in the dumps like it is now!

While Gold and Silver have stolen all the attention lately, Platinum’s been quietly coiling just below the surface, building...

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Gold Rush
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Yes, the U.S. had a rough 20-year auction. Yields on the 30-year almost retested their October highs, touching 5.15%. But that’s not the real story.

The real bond crisis is in Japan.

This week, Japan saw its worst 20-year bond auction...

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Jason Perz
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Intuit $INTU posted a double beat this quarter, exceeding revenue and earnings expectations.

Their strength comes from multiple engines:

  • Small Business and Self-Employed Group revenue jumped, fueled by growth in QuickBooks Online and...
The Beat Report

This past week, I sat down for an interview with the author of Options Trading for Dummies, Joe Duarte, and my friend Jason Perz. We covered a wide range of topics geared toward helping newer traders get more comfortable with options. But...

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This past week delivered fewer high-profile reports, but the market reactions told us everything we needed to know.

We're seeing a consistent theme: mediocre results are getting punished, and even good reports aren't being rewarded like they...

The Beat Report

For traders, being early is just as bad as being wrong. 

And I’ve been early on energy. There’s no doubt. 

We’ve taken...

The Strazza Letter
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📊 Daily ETF Overview

 

As you can see from the steady band of green near the top of our rankings, there hasn't been much rotation across the industry group universe.

The same groups continue to lead — precious metal...

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