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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...

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Steve Strazza
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Applied Materials $AMAT can’t catch a break.

The company reported mixed results last week, and the stock dropped 5.3% on Friday.

This marked its 5th consecutive negative earnings reaction. 

That’s not a one-off... 

...

The Beat Report

I just returned from the annual ISPOR show which showcases companies which tell the 'value' of a therapy coming to market ... thru a combination of "evidence synthesis, economic modeling or RWE (Real World Evidence) studies very smart people are able...

Bart's Charts
$IBB

Like the rest of the All Star Charts team, I spent last week in New Orleans. It was hot. It was muggy. But the food—oh man, the food—made it all worth it.

I think I hit all the cornerstones of New Orleans cuisine:

Crawfish. Muffuletta...

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Last week was packed with key reports, and while the numbers told one story, the reactions told another.

We saw some names break out to new highs. 

Others got slammed, even after solid results. 

A few quiet leaders...

The Beat Report

We’re back from New Orleans, so I’m doing a lot of catching up this weekend.

When I was plowing through charts yesterday, I realized two appeal to me a lot more than the...

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The Strazza Letter
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Strazza
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The S&P GSCI Commodity Index just bounced from a critical level… again.

You don’t need to be a technician to see the importance of 500 on this chart. 

It was the top in 2018. It was the ceiling again in 2021. 

Since...

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Commodities Weekly
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This is the weekly post that aggregates all the charts we put together throughout the week and organizes them all into one, easy to flip through deck.

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The US Dollar Index $DXY continues to sit near the top of our macro checklist.

It’s been one of the more important tells of the cycle, not just for currencies—but for equities,...

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📊 Daily ETF Overview

 

The beauty of these rankings is their ability to pinpoint what’s moving and showing strength—giving us a chance to capitalize on the most profitable opportunities, right now.But sometimes, the best...

ETF Power Rankings

Below is my weekly video for members of Macke's Retail Roundup.

If a few weeks ago we had 'The Week From Hell" as I called it, then this week was "The Best Week Ever". 

My Retail Roundup...

The Jeff Macke Portfolio
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I talk all the time about how the options market makers are not stupid. Options are priced the way they are, when they are, because options market makers know what they are doing. Usually.

But once in a blue moon, they can get caught sleeping....

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