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Steve Strazza

What If We Lose the Semis?

Nvidia just reported its third consecutive earnings report without a significant market reaction.

The stock didn’t do much when they reported back in August and November of last year. And it’s not doing much again today,...

February 26, 2025
The Strazza Letter
Steve Strazza
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Steve Strazza

The Minor Leaguers (02-24-2025)

From the Desk of Steve Strazza @Sstrazza

Welcome to The Minor Leaguers.

We've had some great trades come out of this small-cap-focused column since we launched it back in 2020 and...

February 24, 2025
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Under The Hood (02-17-2025)

From the Desk of Steve Strazza @Sstrazza.

Welcome back to Under the Hood, where we'll cover all the action for the two weeks ended January 3, 2025. ...

February 17, 2025
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Steve Strazza

The Minor Leaguers (02-10-2025)

From the Desk of Steve Strazza @Sstrazza

Welcome to The Minor Leaguers.

We've had some great trades come out of this small-cap-focused column since we launched it back in 2020 and...

February 10, 2025
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Steve Strazza

Under The Hood (02-03-2025)

From the Desk of Steve Strazza @Sstrazza.

Welcome back to Under the Hood, where we'll cover all the action for the two weeks ended January 3, 2025. ...

February 3, 2025
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Steve Strazza

The Minor Leaguers (01-27-2025)

From the Desk of Steve Strazza @Sstrazza

Welcome to The Minor Leaguers.

We've had some great trades come out of this small-cap-focused column since we launched it back in 2020 and...

January 27, 2025
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Steve Strazza

Under The Hood (01-20-2025)

From the Desk of Steve Strazza @Sstrazza.

Welcome back to Under the Hood, where we'll cover all the action for the two weeks ended January 3, 2025. ...

January 20, 2025
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Steve Strazza

The Minor Leaguers (01-13-2025)

From the Desk of Steve Strazza @Sstrazza

Welcome to The Minor Leaguers.

We've had some great trades come out of this small-cap-focused column since we launched it back in 2020 and...

January 13, 2025
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The New Bank Trade

We were super bullish on banks in the back half of last year.

They were the ultimate Trump trade ahead of the election.

The SPDR...

January 10, 2025
The Strazza Letter
Steve Strazza
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Steve Strazza

Under The Hood (01-06-2025)

From the Desk of Steve Strazza @Sstrazza.

Welcome back to Under the Hood, where we'll cover all the action for the two weeks ended January 3, 2025. ...

January 6, 2025
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The Minor Leaguers (12-30-2024)

From the Desk of Steve Strazza @Sstrazza

Welcome to The Minor Leaguers.

We've had some great trades come out of this small-cap-focused column since we launched it back in 2020 and...

December 30, 2024
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Under The Hood (12-23-2024)

From the Desk of Steve Strazza @Sstrazza.

Welcome back to Under the Hood, where we'll cover all the action for the two weeks ended December 20, 2024....

December 23, 2024
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The Minor Leaguers (12-16-2024)

From the Desk of Steve Strazza @Sstrazza

Welcome to The Minor Leaguers.

We've had some great trades come out of this small-cap-focused column since we launched it back in 2020 and...

December 16, 2024
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Under The Hood (12-09-2024)

From the Desk of Steve Strazza @Sstrazza.

Welcome back to Under the Hood, where we'll cover all the action for the two weeks ended December 6, 2024....

December 9, 2024
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The Minor Leaguers (12-02-2024)

From the Desk of Steve Strazza @Sstrazza

Welcome to The Minor Leaguers.

We've had some great trades come out of this small-cap-focused column since we launched it back in 2020 and...

December 2, 2024
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Under The Hood (11-25-2024)

From the Desk of Steve Strazza @Sstrazza.

Welcome back to Under the Hood, where we'll cover all the action for the two weeks ended November 22, 2024....

November 25, 2024
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The Minor Leaguers (11-18-2024)

From the Desk of Steve Strazza @Sstrazza

Welcome to The Minor Leaguers.

We've had some great trades come out of this small-cap-focused column since we launched it back in 2020 and...

November 18, 2024
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Under The Hood (11-11-2024)

From the Desk of Steve Strazza @Sstrazza.

Welcome back to Under the Hood, where we'll cover all the action for the two weeks ended November 8, 2024....

November 11, 2024
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The Minor Leaguers (11-04-2024)

From the Desk of Steve Strazza @Sstrazza

Welcome to The Minor Leaguers.

We've had some great trades come out of this small-cap-focused column since we launched it back in 2020 and...

November 4, 2024
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Why I’m Overweight DOGE

I think it’s really important to own the junkiest stuff right now.

Risk appetite is improving across the board.

We’re seeing a growing list of speculative assets break out from consolidations.

...

October 28, 2024
The Strazza Letter
Steve Strazza
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Steve Strazza

Under The Hood (10-28-2024)

From the Desk of Steve Strazza @Sstrazza.

Welcome back to Under the Hood, where we'll cover all the action for the two weeks ended October 25, 2024....

October 28, 2024
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The Minor Leaguers (10-21-2024)

From the Desk of Steve Strazza @Sstrazza

Welcome to The Minor Leaguers.

We've had some great trades come out of this small-cap-focused column since we launched it back in 2020 and...

October 21, 2024
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