The Great Divide

Tuesday’s earnings tape delivered a clear split between a classic industrial comeback story and a former healthcare leader losing support.

Earnings season is officially picking up steam, and Tuesday gave us the busiest day so far for S&P 500 earnings reactions.

We heard from conglomerates, autos, steel,...

July 22, 2026
Daily Beat
$DHR
$MMM
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Steve Strazza

The Daily Flow

Three names, three sectors, and unusual size for every one

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...

July 21, 2026
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Follow The Flow
Steve Strazza
Sam Gatlin
Sam Gatlin
Jason Perz
Jason Perz

The Next Big Move Is In Bonds

For the past few weeks, every headline has focused on one thing: the war in the Middle East.

Tankers are being struck in the Strait of Hormuz. Shipping through one of the world’s most important energy corridors has slowed dramatically. Oil has...

July 21, 2026
Supercycle Stocks
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Steve Strazza

The Short Report

From the Desk of Steve Strazza @Sstrazza

When investing in the stock market, we always want to approach it as "a market of stocks."

Regardless of the environment, there are always stocks showing...

July 21, 2026
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Domino’s Finds a Bid

The long-term chart is still heavy, but improving earnings sentiment is giving this beaten-down pizza stock room to bounce.

For years, Domino’s Pizza $DPZ was one of the great consumer growth stories in the stock market.

And the reason was simple.

Domino’s was never...

July 21, 2026
Daily Beat
$DPZ
CRAK
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Alfonso De Pablos, CMT

I'm Buying Energy Again

I added energy stocks back into my portfolio for the first time in a while.

The reason is simple: I don't think the energy trade is dead. If anything, I think it's starting to come back to life.

After ...

July 21, 2026
Alfonso's Daily Note
ASC
Alfonso
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Steve Strazza

The Daily Flow

Why reach all the way out to 2027 on healthcare software and streaming while the tape stays choppy?

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...

July 20, 2026
All Star Charts Premium
ASC
Follow The Flow
Steve Strazza
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Sean McLaughlin

IPO Breakout Followthru

Today's trade is in a stock that IPO'd back in October.

It had the typical post-IPO swoon, built a base, and had a couple false starts on breakouts. But today's action looks to me that bulls have declared their intention to send this stock...

July 20, 2026
All Star Options
Options
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Sam Gatlin
Sam Gatlin
Jason Perz
Jason Perz

Trading Hero's

Time and time again a conversation on trading turns in to talking about the trading journey. It always makes me think of Joseph Campbell.

The Hero's Journey is a narrative framework identified by Joseph Campbell in "The Hero with a Thousand...

July 20, 2026
Supercycle Stocks
supercycle stocks
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Steve Strazza

Under The Hood

From the Desk of Steve Strazza @Sstrazza.

Welcome back to Under the Hood, where we'll cover all the...

July 20, 2026
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Under The Hood
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Steve Strazza
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Travelers Steals the Show

The Dow is pulling back, but one of its components just posted a historic earnings reaction.

The Dow Jones Industrial Average just posted back-to-back negative weeks for the first time since the corrective wave that ended in late March.

And that matters because the Dow is...

July 20, 2026
Daily Beat
$TRV
$ISRG
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The Big Tests Begin Now

This week, we'll hear from some of the market's most important bellwether stocks.

WHAT ARE YOUR THOUGHTS? Earnings season is officially back, and this week brings some of the most important reports of the quarter.

So here’s our question for you…

...
July 19, 2026
Daily Beat