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Israel outperformed the United States stock market in 2024, and that trend has spilled over into 2025.

Camtek $CAMT is one of the hottest Israeli stocks, but the bears still hate it. 

The stock has a record-high 14% short interest and...

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Stocks
ASC
Freshly Squeezed
Sam
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For the market to experience a meaningful correction, we need to see clear signs of defensive rotation—and so far, that hasn’t happened.

In the bond market, U.S....

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bonds
Bond Report
ASC
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Alfonso Depablos
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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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ASC
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International Hall Of Famers
Strazza
Stocks
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We just heard from some of the world's most important corporations, and there's a lot of new information to unpack.

The largest health insurance company in the world was front and center for us.

In addition, we heard from a few of the...

Daily Beat

This one is wild, but hear me out.

I just wrote about how the...

The Strazza Letter
Strazza

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

  1. New position in ARKK.
  2. No adjustments are needed today.
  3. Exited XLB position.
  4. Current status of...
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Paid To Play
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📊 Daily ETF Overview 

A standout on the thematic side has been VanEck's Video Gaming & eSports ETF $ESPO.

This isn't a recent trend as well, it's been a significant winner since it launched and it just broke out to new...

ETF Power Rankings

I’m always thinking about the strongest stocks.

Over the intermediate term, consumer discretionary is on top, rallying more than 40% off the summer lows.

So this is one of the areas where I’m searching for...

The Strazza Letter
Strazza

For the market to experience a meaningful correction, we need to see clear signs of defensive rotation—and so far, that hasn’t happened.

In the bond market, U.S....

Alfonso's Daily Note
Alfonso

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