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

  1. No new positions today.
  2. Adjustment to TLT position.
  3. No exits since the last report.
  4. Current status of open campaigns....
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From the Desk of Steve Strazza @Sstrazza.

Welcome back to Under the Hood, where we'll cover all the action for the two weeks ended January 3, 2025. ...

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Under The Hood
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Steve Strazza
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Dell Technologies $DELL just reported mixed results, and the market beat it down as a result.

The stock has been an AI darling this cycle, rising over 400%. However, the sentiment is changing.

The market is now consistently punishing the...

Daily Beat

Today's number is... 2

We are now two months into 2025, and we are closely following the same path of the average post election cycle. What's next?

Here’s the chart:

 

Let's break down what the...

The Daily Number
Grant
Have Retailers taken enough of a beating yet?

It's Game Time. By Tuesday morning's opening bell earnings from Target, Best Buy and ON will have set the stage for the coming flood of retail earnings... if you know what to look for. How to get ahead of the wave. 

It's time to...

The Macke Letter
Magnificent 7

The bull market rages on, despite any ugly rumors you might here that it's over.

They love pretending that the bull market is done, because scaring you is good for business.

Telling you the world has never been a better place is just not...

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

  1. No new positions today.
  2. Adjustment to ARKK position.
  3. No exits since the last report.
  4. Current status of open campaigns....
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Paid To Play
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Our International Hall of Famers list is composed of the 100 largest US-listed international stocks, or ADRs.

We've also sprinkled in some of the largest ADRs from countries that did not make the market cap cut. 

...
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Strazza
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It is always good to play a little devil’s advocate.One of the things JC has got me accustomed to doing over the years is thinking like a bear… even when I’m not bearish.“Make your best bear case,” he’d say. “What are the worst charts right now?”...

The Strazza Letter
Strazza

Thursday was a big day for S&P 500 earnings reactions.

We heard from the market darling, NVIDIA $NVDA. They reported a double beat but were beaten down as a result.

eBay $EBAY was another stock that beat expectations but wasn't...

Daily Beat
📊 Daily ETF Overview 

What immediately stands out is how the precious metal miner ETFs have migrated to the top of the table. This points to a pronounced increase in relative strength as equity markets have sold off.

You can...

ETF Power Rankings

Missed it? No problem!

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