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Bond yields are breaking out as onshore drillers take the lead.

There are easier jobs in Washington than running the Federal Reserve.

Jerome Powell inherited the chairmanship near the end of one cycle, navigated the fastest economic shutdown in modern history, watched the most aggressive monetary and fiscal...

Supercycle Report
Commodities Weekly
Members Only

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:

SMTV Portfolio
office hours
Members Only

Every day, we sift through the filings to spot where the real conviction lies – cutting through the noise to highlight the most meaningful insider moves.

📌 American Assets Trust $AAT — Executive Chairman...

The Hot Corner
Insider Buys
US HOF Table 05152026.png

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...

All Star Charts Premium
Stocks
Hall Of Famers
ASC
Premium
Strazza
Members Only
s

Welcome to The Squeeze Watch.

Here's today's standout. 

 

Imperial Oil $IMO is currently exhibiting a Squeeze Score of 88.3. 

Here’s what the chart looks like: 

 ...
Breakout Multiplier
Squeeze Watch
Squeeze Watch
After going nowhere since the .com bubble, CSCO is breaking out to new all-time highs as AI infrastructure demand lights a fire under the business.

Cisco $CSCO just gave investors the kind of earnings reaction that can change how the market sees a stock.

And we're not just talking about for a few days... CSCO could be in a new uptrend that lasts for years.

The old .com king...

Daily Beat
$CSCO
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Software infrastructure leading, electronic components heating up, and solar quietly stirring

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...

All Star Charts Premium
ASC
Follow The Flow
Steve Strazza
20 Charts in 20 Minutes
So Many Words.....

The market’s making new all-time highs and somehow the amount of words being spoken is also making new highs.

Everybody’s got a narrative.

Why the move is happening.Why it’s fake.Why you shouldn’t trust it.

So many words.

So...

Thompson's Two Cents