The Strazza Letter Articles

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. 

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...

Stock markets all over the world are parading to fresh highs. From Europe to Asia, the world’s major benchmarks sit at – or within a stone’s throw of – all-time or cycle highs.

Welcome back for another Top Down Trade of the Week. 

This is a classic leadership scan.

We start...

The team and I have been digging through our currency charts today, trying to figure out if we should trust these new lows in the Dollar Index.

And the truth is, there is plenty we could say about dollars right now, but I don...