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Trump Powell

There’s no drama about what the Fed is expected to do this week—rates are staying put. Markets are pricing it in, 105 out of 105 economists in the Reuters survey agree, and Powell hasn’t given us any reason to expect otherwise. The drama is...

All Star Charts Gold Rush
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Bond Report
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ASC
Jason Perz
d

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

  1. New position in XRT.
  2. No adjustments are needed today.
  3. Closed GDXJ at profit target.
  4. Current...
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Top Beats Sheet (07.30.2025)

We just got earnings reactions for 29 S&P 500 companies - and the tape told a story of extremes.

On one side, you’ve got legacy giants quietly reinventing themselves and riding powerful secular tailwinds. 

Think fiber optics, AI...

The Beat Report
5
5 Charts I'm watching today

VFC is Screaming Higher!

 

 

The owner of Vans, Columbia and Timberland (among other things) came in better than expected despite yet another decline in the Vans division, which fell by 14%. There's a...

The Macke Letter
Jeff Macke
The Macke Letter
$PTON
$SPOT
$ETSY
$VFC
$SBUX
QS NS QW NW 07302025

Today's number is... 4

That’s how many market regimes this model tracks — and right now we’re sitting in the most bullish one.

Here’s the chart:

 

Let's break down what the chart shows:

  • The top panel...
The Daily Number
Grant
x
Starbucks gets a pass from Wall Street

Starbucks got away with one on Tuesday.

The company missed on EPS, posted a 6th straight quarter of negative comps and still has little to show for 12 months of work CEO Brian Niccol has put in since he was plucked away from Chipotle for a cool...

The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
Jeff Macke
The Macke Letter
$SBUX
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From the Desk of Steve Strazza @Sstrazza and Ricardo Sarraf @nullcharts

When investing in the stock market, we always want to approach it as "a market of stocks."

Regardless of the environment, there...

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Short Report
Strazza
ASC
Premium
Stocks
Ricardo
Members Only
s
 

This week has sucked. And it's only Tuesday!

There’s really no other way to say it. While the S&P 500 and Nasdaq have continued to print fresh all-time highs, day after day, my open positions have been quietly—and not so...

All Star Options
f

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

  1. New position in XLU.
  2. No adjustments are needed today.
  3. Closed XRT at profit target.
  4. Current...
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Daily Beat Sheet (07.29.2025)

From a sleepy life sciences spin-off to a data-driven diagnostics powerhouse, Revvity $RVTY has spent the past two years rewriting its playbook. 

The $12.2B Diagnostics & Research stock has shed low-growth legacy lines, invested heavily...

The Beat Report