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Jeff Macke
Jeff Macke

WMT CEO Steps Down

The Future of Walmart without Doug McMillon
 

 

In an unexpected development, Doug McMillon announced he will step down as CEO of Walmart at the end of...

November 14, 2025
The Macke Letter
Jeff Macke
The Macke Letter
earnings
macke letter
$WMT
Sean McLaughlin headshot
Sean McLaughlin

Let's Hang Here a Bit

Hello Volatility, old friend.

Welcome back.

We'd like to put you to work for us.

November 14, 2025
All Star Options
Options
Options Premium
Members Only
Sean McLaughlin headshot
Sean McLaughlin

Widening the ARKK

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....
November 14, 2025
Options Paid to Play
Paid To Play
Members Only
Commodities Image
Sam Gatlin
Sam Gatlin
Jason Perz
Jason Perz

Full Steam Ahead

Tanker rates are exploding as participation in energy continues to expand.

Last week, we talked about the rotation into energy, one of the most unloved sectors of...

November 14, 2025
All Star Charts Gold Rush
All Star Charts Premium
Commodities Weekly
Members Only
US HOF Table 11142025.png
steve strazza headshot
Steve Strazza

The Hall of Famers (11-14-2025)

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...

November 14, 2025
All Star Charts Premium
Stocks
Hall Of Famers
ASC
Premium
Strazza
Members Only

The Daily Beat - November 14, 2025 📈

Earnings season is the heartbeat of the market - and every day brings fresh signals about where money is flowing.

With each report, we learn not just how companies are performing, but how investors are reacting.

In the Daily...

November 14, 2025
Daily Beat
SPy
Larry Thompson
Larry Thompson

It’s Getting Loud (Again)

For NO Reason

Days like today tend to create more noise than signal.

Whenever the market sells off, it naturally brings out a lot of strong opinions.

People share charts they’ve been holding onto. 

Narratives get amplified. 

The...

November 13, 2025
Thompson's Two Cents
$INFL
Sean McLaughlin headshot
Sean McLaughlin

Can I Get a Lift?

I'm taking advantage of today's pullback to get positioned in a name I was feeling like I missed a few days ago.

Earnings are out of the way (they were well received) and options premiums have come down significantly, giving me an opportunity to...

November 13, 2025
All Star Options
Options
Options Premium
Members Only
Sean McLaughlin headshot
Sean McLaughlin

Rolling Biotechs to January

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

  1. No new positions today.
  2. Rolling IBB to January options.
  3. No exits since the last report.
  4. Current status of open campaigns...
November 13, 2025
Options Paid to Play
Paid To Play
Members Only

The Daily Beat - November 13, 2025 📈

Earnings season is the heartbeat of the market - and every day brings fresh signals about where money is flowing.

With each report, we learn not just how companies are performing, but how investors are reacting.

In the Daily...

November 13, 2025
Daily Beat
QQQ & BTC
alfonso depablos headshot
Alfonso De Pablos, CMT

How Bearish is BTC?

I like to treat Bitcoin like any other big-cap tech stock.

At $2 trillion in market cap, it’s not some small speculative play — it’s big enough to sit at the table with the Mag 7.

Both BTC and growth equities...

November 13, 2025
Alfonso's Daily Note
ASC
Alfonso
w
Jeff Macke
Jeff Macke

Retail Earnings Are Here!

Walmart, Home Depot, Gap and more set to report next week
 

 

Asked about his Hollywood success, screenwriter William Goldman famously said, “Nobody knows anything.”

This year, Wall Street forecasters face unique challenges: economic data has been unavailable for six weeks, consumer...

November 13, 2025
The Macke Letter
Jeff Macke
The Macke Letter
earnings
macke letter
$WMT
$TGT
$HD
$LOW
$GAP
Don’t fight the tape and Don’t fight the Fed 11132025
grant hawkridge headshot
Grant Hawkridge

Two Models, One Signal 🟩

Today's number is... 2

Two key market models are both green right now. One tracks the tape. One tracks credit pressure.

Here’s the chart:

 

Let's break down what the chart shows: 

    ...
November 13, 2025
The Daily Number
Grant

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