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Sept 29
Week in Review!

Below is my weekly video for members of Macke's Retail Roundup.

Lousy week for the Portfolio+ as Stitch Fix beat estimates, raised guidance, tumbling 15%.  We've seen this before after the company reports, as I cover in...

The Jeff Macke Portfolio
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Weekly Beat Logo

Earnings are the heartbeat of the market - and every week brings a fresh set of opportunities and risks. With each report, we get new information about corporate health, investor sentiment, and the sectors driving leadership (or lagging).

In the...

Daily Beat

Every weekend, I dig into our insider activity tracker looking for the biggest conviction buys — and this week, we’ve got action across oil & gas, biotech, semiconductors, and more.

Here’s the most notable activity:

...
The Hot Corner
Hot Corner Insider Weekly Reports

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 the top stocks...

The Strazza Letter
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Strazza
Top Down Trade Of The Week
ChartoonsReport Logo

This is the weekly post that aggregates all the charts we put together throughout the week and organizes them all into one, easy to flip through deck.

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Commodities Image

Coal is the dirtiest energy in the world. Everyone knows it. 

Politicians hate it. 

ESG funds won’t touch it. 

Analysts have been calling for its demise for decades. 

Despite all that, coal remains one of...

All Star Charts Gold Rush
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Commodities Weekly
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.

Leadership in emerging markets continues to expand as the weak Dollar cycle progresses.  

This time, it’s Colombia stepping up.

Yes, Colombia... One of Latin America's historically weakest markets is...

All Star Charts Gold Rush
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Ricardo
Currency Report
Currencies
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breaking through

Have you ever felt like there's a glass ceiling on your profitability?

That no matter how hard you try, you cannot make more than X amount of dollars on any one trading day, week, month, or year?

Do you fill with dread whenever you're...

All Star Options Daily
Intl HOF Table 09262025.png

From the desk of Steve Strazza @Sstrazza

Our International Hall of Famers list is composed of the 100 largest US-listed international stocks, or ADRs.

We've also sprinkled in some of the largest ADRs...

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International Hall Of Famers
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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...

Daily Beat
AAII Bulls Bears 09262025

Today's number is... 7

Bears led the AAII survey for seven weeks. That streak just snapped! The spread is now +2.5 in favor of the Bulls.

Here’s the chart:

 

Let's break down what the chart shows...

The Daily Number
Grant

Missed it? No problem!

Replays of all our past episodes are always available in the episode archives.