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This might be the biggest implication of the tokenization story.
The Louis Letter
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A megabank, an energy grinder, and a beaten telecom reaching way out to 2028

This note highlights a select group of stocks showing the most unusual — and highly directional — options activity.

The goal is simple: follow the big money and trade in the direction of the underlying...

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Follow The Flow
Steve Strazza

For decades, investors have been taught that inflation is an occasional problem. A temporary inconvenience. Something caused by supply shocks, wars, or bad luck.

I don’t buy it.

I think we’ve been on a runaway course...

Supercycle Stocks
supercycle stocks
This aerospace & defense stock just had its best earnings reaction ever. Here's why...

Thursday was the biggest earnings day of the season so far, as we heard from more than 40 S&P 500 components. 

Some stocks ripped higher on clean reports. 

...
Daily Beat
$LMT
$TSLA
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From the desk of Steve Strazza @Sstrazza

Our Hall of Famers list is composed of the 150 largest US-based stocks.

These stocks range from the mega-cap growth behemoths like Apple and Microsoft – with...

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Strazza
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Three names lining up for the next leg, and the flow already committed

This note highlights a select group of stocks showing the most unusual — and highly directional — options activity.

The goal is simple: follow the big money and trade in the direction of the underlying...

All Star Charts Premium
ASC
Follow The Flow
Steve Strazza

People often ask me why I own a particular stock or ETF.

They’re usually looking for a story.

I think that’s the wrong way to approach investing.

I don’t build my portfolio around stories. I build it around...

Supercycle Stocks
supercycle stocks
It's not what you think it is...

Wednesday gave us one of the most balanced earnings tapes of the season so far.

We heard from 15 S&P 500 companies, and the reactions were almost split right down the middle....

Daily Beat
$EQT
$GEV
df jul 22.png
Beaten names catching call flow before the crowd circles back

This note highlights a select group of stocks showing the most unusual — and highly directional — options activity.

The goal is simple: follow the big money and trade in the direction of the underlying...

All Star Charts Premium
ASC
Follow The Flow
Steve Strazza
d

From the desk of Ricardo Sarraf @nullcharts

Every cycle produces a handful of stocks that go from emerging to enormous — names that compound 10x, 20x, 50x before they become portfolio fixtures. 

But they...

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Ricardo Sarraf
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Looking through the ASO book, there are currently zero directionally short trades. Nada. Zilch.

That ends today.

We're going to put on a defined-risk, bearish bet, headed into earnings. 

Let's light this firecracker.

All Star Options
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Walk into any investing conference and you’ll hear the same introductions.

“I’m a gold guy.”

“I’m an oil guy.”

“I’m a tech investor.”

I’ve never understood that.

My goal...

Supercycle Stocks
supercycle stocks