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Healthcare stole the show as our BFLY calls tripled, CDNA broke out, and our first-ever Pitch Meeting added new names to the watchlist.
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The biggest wave of reports is behind us, but the earnings tape is still giving us actionable clues.

WHAT ARE YOUR THOUGHTS? This week, Kevin Warsh spooked the market with his hawkish tone during his first Federal Reserve meeting. 

Do you think we'll see interest rate hikes before the mid-term elections?

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We're Adding Industrial Exposure

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...

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The Strazza Letter
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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...

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Thursday’s market looked healthy on the surface, but Kroger and Accenture delivered two major warnings underneath.

Thursday looked fine at the index level as the S&P 500 rallied 0.78%, reclaimed its all-time high VWAP, and quickly repaired the damage from Wednesday’s Fed-driven selloff. 

If you were only watching the major averages, the message...

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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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