JC Parets CEOs Are Buying Their Own Shares Durable Capital Partners continues to be active, now with an $8.5 million purchase of software company Clearwater Analytics Holdings $CWAN. In recent weeks, the investment firm has also made filings for purchases in Duolingo $DUOL and Warby... March 17, 2022 Stocks Strazza The Hot List
Steve Strazza 2 to 100 Club (03-16-2022) From the desk of Steve Strazza @Sstrazza Welcome to the 2 to 100 Club. As many of you know, something we've been working on internally is using various bottom-up... March 16, 2022 All Star Charts Premium 2 to 100 Club Premium Stocks ASC Strazza 2-to-100 Club Members Only
JC Parets Peltz Ups Janus Stake Again Executives and corporate insiders have been busy to start the week as we have another long list of Form 4 filings today. Among them is another large purchase by Nelson Peltz’s Trian Fund in the British asset management firm Janus Henderson... March 16, 2022 Stocks Strazza The Hot List
JC Parets Inside Scoop Weekly Strategy Session - March 16, 2022 This is the video recording of our March 16, 2022, Inside Scoop Weekly Strategy Session. March 16, 2022 Hot Corner Insider Stocks Strazza Inside Scoop Inside Scoop Strategy Session Members Only
Ian Culley Assessing Risk With Aussie/Yen From the desk of Steven Strazza @Sstrazza and Ian Culley @IanCulley For more than a year, most of the market and many of our risk ratios have been a trendless mess. High... March 15, 2022 All Star Charts Premium Currencies ASC Strazza Ian Currency Report Members Only
JC Parets Gabelli's GAMCO Stays Active Abdiel Capital filed a Form 4 yesterday revealing a purchase of an additional 105,500 shares in the software company Appian Corp $APPN. The firm also made a large purchase in February in the amount of roughly $6.5 million. It now owns nearly 6... March 15, 2022 Stocks Strazza The Hot List
Steve Strazza The Minor Leaguers (03-14-2022) From the desk of Steve Strazza @Sstrazza Welcome to our latest Minor Leaguers report. We’ve had some great trades come out of this small-cap-focused column since we launched it... March 14, 2022 All Star Charts Premium Premium Stocks ASC Strazza Minor Leaguers Members Only
Steve Strazza Follow the Flow (03-14-2022) From the desk of Steve Strazza @sstrazza This is one of our favorite bottom-up scans: Follow the Flow. In this note, we simply create a universe of stocks that experienced the most unusual options activity — either bullish or... March 14, 2022 All Star Charts Premium Premium Stocks ASC Strazza Follow The Flow Alfonso Members Only
Steve Strazza [PLUS] Weekly Top 10 Report From the desk of Steve Strazza @Sstrazza Our Top 10 Charts Report was just published. In this weekly note, we highlight 10 of the most important charts or themes we're currently seeing in asset classes around the world. ... March 14, 2022 Strazza plus Top 10
Steve Strazza [PLUS] Weekly Momentum Report & Takeaways From the desk of Steve Strazza @Sstrazza Check out this week's Momentum Report, our weekly summation of all the major indexes at a Macro, International, Sector, and Industry Group level. By analyzing the short-term... March 14, 2022 Strazza plus momo
JC Parets Buffett Adds More OXY In today’s action, there was a large inside purchase reported by Sequoia Capital in the food delivery company DoorDash $DASH. Sequoia has been a long-time investor in the stock. In other insider purchases, Durable Capital Partners... March 14, 2022 Stocks ASC Strazza The Hot List
Ian Culley Will Copper Join the Party? From the desk of Steven Strazza @Sstrazza and Ian Culley @Ianculley Commodities have been on a tear, with the Bloomberg Commodity Index recently posting its best week since 1970 and the CRB Index rallying more than 25% year to date.... March 11, 2022 All Star Charts Premium Commodities ASC Strazza Ian Commodities Weekly Members Only
Steve Strazza The Hall of Famers (03-11-2022) 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 market... March 11, 2022 All Star Charts Premium Premium Stocks ASC Strazza Alfonso Hall Of Famers Members Only
JC Parets Is It All Coming Together for DraftKings? We continue to see insider buying in a lot of the same names. And the Baker brothers are making an appearance on The Hot List, as we suggested during our recent webinar. March 11, 2022 Stocks Strazza The Hot List
Steve Strazza More of a Mess From the desk of Steven Strazza @Sstrazza and Grant Hawkridge @granthawkridge Sideways has been the theme for most risk assets since they peaked in the first half of last... March 11, 2022 All Star Charts Premium Stocks ASC Strazza Grant Intermarket Insights Members Only
JC Parets The Inside Scoop (03-10-2022) From the desk of Steve Strazza @Sstrazza Welcome to the first issue of The Inside Scoop. We’ve seen a lot of interesting insider activity since we started publishing our scans last week. So far this year, commodity... March 10, 2022 Hot Corner Insider Stocks Strazza Inside Scoop Members Only
JC Parets When Billionaires Get Busy We have a couple of billionaire sightings toward the top of today’s Hot List. And we also have some congressional activity in the energy space to report. March 10, 2022 Stocks Strazza The Hot List
Steve Strazza The Short Report (03-09-2022) 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 leadership and trending... March 10, 2022 All Star Charts Premium Premium Stocks ASC Strazza Short Report Members Only
Ian Culley Rates Hold the Line From the desk of Steven Strazza @Sstrazza and Ian Culley @Ianculley Benchmark rates around the world have been rolling over as uncertainty sweeps across markets. Despite the growing pessimism among investors, global yields are... March 9, 2022 All Star Charts Premium bonds ASC Strazza Ian Bond Report Members Only
JC Parets Small Names Lead to Big Ideas We’re probably not going to follow Nancy Pelosi into American Express $AXP or PayPal $PYPL. And Warren Buffett’s recent purchase of a large stake in Occidental Petroleum $OXY doesn’t necessarily indicate an opportunity for us, either. ... March 9, 2022 Stocks Strazza The Hot List
Ian Culley Investors Turn to the Dollar From the desk of Steven Strazza @Sstrazza and Ian Culley @IanCulley US dollar strength is broadening as global currencies lose critical levels against it. Last... March 8, 2022 All Star Charts Premium Currencies ASC Strazza Ian Currency Report Members Only
JC Parets AOC Objects to MTG's War Bet We don’t typically track small transactions by members of Congress, those in the $1,000-to-$15,000 range. But a recent move by Rep. Marjorie Taylor-Greene, a Republican from Georgia, is worth noting. March 8, 2022 Stocks Strazza The Hot List
Steve Strazza Under the Hood (03-07-2022) From the desk of Steve Strazza @Sstrazza. Welcome back to our latest Under the Hood column, where we'll cover all the action for the week ended March 4, 2022. This report... March 8, 2022 All Star Charts Premium Premium Stocks ASC Strazza Under The Hood Members Only
Ian Culley March Strategy Session: 3 Key Takeaways From the desk of Steve Strazza @Sstrazza We held our March Monthly Strategy Session last Tuesday. Premium Members can click here to review the video recording and... March 8, 2022 Stocks Commodities ASC Strazza Key Takeaways