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A New Freight Bellwether

This stock just gave investors their first standalone look at one of the largest transportation companies in North America.

There are spinoffs, and then there are spinoffs that immediately become important market tells.

FedEx Freight $FDXF falls into the second camp.

This is an $18 billion freight operator with one of the most important less-than-truckload...

June 29, 2026
Daily Beat
$FDXF
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Sean McLaughlin

Riding the Rails Higher

I love trains

I really enjoy trains. When I lived in Chicago, I rode the elevated train ("The EL") nearly every day. I would often head downtown to the Metra train terminals and take those longer commuter trains out to the farthest reaches of the Chicagoland region...

June 29, 2026
All Star Options
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The Squeeze Watch (06/29/2026)

Welcome to The Squeeze Watch.

Fintech has been one of the most punished groups of 2026, left for dead while money crowded into AI and chips. 

Now it's stirring. The complex has caught a bid over the past few weeks, and the...

June 29, 2026
Breakout Multiplier
Squeeze Watch
Squeeze Watch
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Steve Strazza

The Minor Leaguers

From the Desk of Steve Strazza @Sstrazza

Welcome to The Minor Leaguers.

We've had some great trades come out of this small-cap-focused column since we launched it back in 2020 and...

June 29, 2026
All Star Charts Premium
Minor Leaguers
ASC
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Steve Strazza
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Small Caps
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Sector Rotation Relative 06292026
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Grant Hawkridge

The Market Is Changing Leaders 👀

Today's number is... 6

Six of the eleven S&P 500 sectors are now improving their relative trends versus the S&P 500.

Here’s the chart:

 

Let's break down what the chart shows:

    ...
June 29, 2026
The Daily Number
Grant
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Steve Strazza

Clone of Founder Buying In EQPT

Every weekend, I dig into our filings tracker looking for the biggest conviction buys. This week, one name stood above the rest: Nancy Pelosi.

Let’s take a look:

 

The former Speaker disclosed sizable...

June 28, 2026
Hot Corner Insider
Hot Corner Insider Weekly Reports

The Beat Report Week in Review

Healthcare just had a historic week, biotech is breaking out, and we’re getting ready to bring more small-cap ideas to the table.
June 28, 2026
The Beat Report
Portfolio Update
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Healthcare Just Woke Up

The earnings calendar is quiet, but this sector just posted its best relative week ever.

WHAT ARE YOUR THOUGHTS? Healthcare has been one of the biggest dead-money trades on Wall Street for years.

But last week, the sector posted its best relative week ever versus the S&P 500, and it closed within a nose hair of...

June 28, 2026
Daily Beat
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Steve Strazza

Top Down Trade of the Week

Buying bases with the Baker Bros

Welcome back for another Top Down Trade of the Week.

This is a classic leadership scan.

We start with the best sectors, then drill into the subgroups. We pick one, and then take a look at...

June 27, 2026
All Star Charts Premium
The Strazza Letter
Strazza
ASC
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Stocks
Top Down Trade Of The Week
Members Only
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Steve Strazza

The Daily Flow

Big moves in software security, construction engineering, and LiDAR

This note highlights a select group of stocks showing the most unusual — and highly directional — options activity.

The goal is simple: follow the big money and trade in the direction of the underlying...

June 26, 2026
All Star Charts Premium
ASC
Follow The Flow
Steve Strazza
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Spencer Israel

SMTV Portfolio Office Hours - June 26, 2026

Every Friday morning, I hold OFFICE HOURS for members of the SMTV Portfolio. 

This is a chance for me to give you an update on what I'm doing, trades I'm making, and answer questions directly from you. 

In this week's video I did...

June 26, 2026
SMTV Portfolio
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