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The Strazza Letter Articles

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I’m always thinking about where the next big winners will come from.

Who will be the secular leaders of tomorrow?

What will be...

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More and more risk-on areas of the market are perking up with every passing day.

We’ve watched risk-appetite steal the show overseas in recent weeks, and now we’re seeing...

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I somehow found myself in Bangkok presenting to a room full of traders for a CMT event a few years ago.

I remember thinking how much I wanted them to like me…

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The greatest investor the world has ever seen announced his retirement this weekend. 

Warren Buffett delivered the news at the Berkshire Hathaway annual shareholders meeting on Saturday that he’ll be stepping down on...

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One of the things I do on Saturday mornings is catch up on the earnings stories and reactions I might have missed during the week.

And it’s actually a lot easier for me to do these days…

Over the past year, we...

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From the desk of Steve Strazza

The evidence is becoming clearer and clearer by the day…

It’s time to be overweight US...

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From the desk of Steve Strazza

April will go down as one of the most volatile months in stock market history.

At the...

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With four of the Magnificent 7s reporting earnings the next two days, big tech is front and center.

I’m talking about the largest and most important companies in the world.

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US equities are officially the laggards of the world.

The S&P 500 is underperforming just about every stock market around the globe this year.

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The bulls are saying its global rotation, and the bears are saying it won’t work without US stocks.

Both takes make sense. But, they’re just takes. 

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There is a real power to always staying open-minded.

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I’ve been pounding the table on Brazil lately.

I can’t remember a time in my career when I thought about these stocks so much.

One of the first things I do every morning is check the BRL/USD pair and Bovespa...

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Markets are back in rally mode, and crypto always gives us a good...

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I’ve been tough on US equities lately. But it’s really nothing...

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