Biotech has been one of the worst-performing industry groups this cycle. Investors have got used to it as these stocks have been dead money for much of the past decade. 

From the desk of Steve Strazza @Sstrazza

Welcome to The 2 to 100 Club.

In this scan, we look to identify the strongest growth stocks as they climb the market-cap ladder from...

For months now, we’ve been pounding the table on Copper. 

Now, the trade is on fire. Copper futures had their best day ever...

Everyone keeps assuming the Fed is done. That rates peaked in 2023. That the next move is down. That the cycle has run its course and we’re heading back to easy money.

But here’s the thing: the market says otherwise.

The...

Regional banks live far-out on the financial sector risk curve.

These companies take deposits and invest in fixed-rate assets—leaving them open to interest rate risk, and...

From the desk of Steve Strazza @Sstrazza

Welcome to The 2 to 100 Club.

In this scan, we look to identify the strongest growth stocks as they climb the market-cap ladder from...

We’ve spent the better part of this year highlighting one breakout after another against the Greenback. The evidence is everywhere you look. 

Emerging-market currencies, developed-market FX, precious metals, and...

Last week, we wrote about Copper futures breaking out to all-time highs,...