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

  1. No new positions today.
  2. Rolled EEM position to April options.
  3. No exits since the last report.
  4. Current status of open...
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Consumer Data Points are all around you. What I’m looking for as I head to NYC for the weekend.

 

Macke's Retail Roundup

Point72 Asset Management filed a 13G, reporting an increase in its stake in Tower Semiconductor $TSEM from 2.80% to 5.05%.

This represents a nearly 100% increase in its...

The Hot Corner
Insider Buys

Yesterday we saw the Nasdaq100 close at new all-time highs, on an equally-weighted basis!

I keep being told that market breadth is weakening, mostly from people who haven't even bothered to count. 

So let me ask you...

Is the...

All Star Charts Premium
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📊 Daily ETF Overview 

Notice how green the top section of the thematics table has been.

The same themes continue to dominate; crypto stocks, speculative tech, gaming etc. China growth is also beginning to appear on this list...

ETF Power Rankings
📊 Daily ETF Overview 

Again, we keep pointing to how many different sectors there are showing relative strength and inhabiting the top area of our sector power rankings.

This points to a wide set of sectors participating,...

ETF Power Rankings

The bid for Chinese equities has been relentless all year long.

Alibaba is up about 50% over the trailing month.

BYD Co is ...

The Strazza Letter
Strazza

Have you heard about these electric helicopter stocks?

They’re being called the "Uber of the skies," racing to launch air taxis in major cities sooner than most people...

Alfonso's Daily Note
Alfonso

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

  1. No new positions today.
  2. Rolling GLD to April options.
  3. No exits since the last report.
  4. Current status of open campaigns...
Options Paid to Play
Paid To Play
Members Only

The altcoin space just got obliterated.Traders have been liquidated en masse, and bullish positioning has been wiped clean. By definition, pessimism now outweighs optimism.But if you've been following along, you know I spent months neutral on crypto....

All Star Charts Crypto
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When it comes to inflation expectations, the Treasury Inflation-Protected Securities vs the US Treasury Bonds ratio is one of the best ways to measure it.

When investors...

Alfonso's Daily Note
Alfonso

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