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Today's number is... 17

The Fear or Strength Model has been turned off for the past 17 trading days, but buyers have now finally pushed it back into positive mode.

Here’s the chart:

 

Let'...

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Hello Volatility, old friend.

Welcome back.

We'd like to put you to work for us.

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

  1. No new positions today.
  2. Adjustment to ARKK Position.
  3. No exits since the last report.
  4. Current status of open campaigns....
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Tanker rates are exploding as participation in energy continues to expand.

Last week, we talked about the rotation into energy, one of the most unloved sectors of...

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US HOF Table 11142025.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...

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Stocks
Hall Of Famers
ASC
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Strazza
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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
SPy
For NO Reason

Days like today tend to create more noise than signal.

Whenever the market sells off, it naturally brings out a lot of strong opinions.

People share charts they’ve been holding onto. 

Narratives get amplified. 

The...

Thompson's Two Cents
$INFL

I'm taking advantage of today's pullback to get positioned in a name I was feeling like I missed a few days ago.

Earnings are out of the way (they were well received) and options premiums have come down significantly, giving me an opportunity to...

All Star Options
Options
Options Premium
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In today’s Daily Digest, we’ll review the following:

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

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
QQQ & BTC

I like to treat Bitcoin like any other big-cap tech stock.

At $2 trillion in market cap, it’s not some small speculative play — it’s big enough to sit at the table with the Mag 7.

Both BTC and growth equities...

Alfonso's Daily Note
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Alfonso
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Walmart, Home Depot, Gap and more set to report next week
 

 

Asked about his Hollywood success, screenwriter William Goldman famously said, “Nobody knows anything.”

This year, Wall Street forecasters face unique challenges: economic data has been unavailable for six weeks, consumer...

The Macke Letter
Jeff Macke
The Macke Letter
earnings
macke letter
$WMT
$TGT
$HD
$LOW
$GAP
Don’t fight the tape and Don’t fight the Fed 11132025

Today's number is... 2

Two key market models are both green right now. One tracks the tape. One tracks credit pressure.

Here’s the chart:

 

Let's break down what the chart shows: 

    ...
The Daily Number
Grant

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