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Earnings season is the heartbeat of the market - and every day brings fresh signals about where money is flowing.

With each report, we learn not just how companies are performing, but how investors are reacting.

In the Daily...

Daily Beat
Average Performance of S&P 500 Stocks by Sector Since September 11 2025

Today's number is... 6.2%

That’s the average stock gain for Utilities since the NYSE new highs list peaked on September 11, 2025.

Here’s the chart:

 

Let's break down what the chart shows:

  • The chart...
The Daily Number
Grant
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Here's a new thing I'm doing!
 We're doing a new thing at Macke's Portfolio. Once a week, I'm getting together with Sean McLaughlin from All Star Options, and we're going to find an options trade to hunt for a new options trade for my members.  The goal is simple:...
The Jeff Macke Portfolio
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Jeff's Retail Portfolio
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From the desk of Steve Strazza @Sstrazza

Welcome to The 2 to 100 Club.

In this scan, we look to identify the strongest growth stocks as they climb the market-cap ladder from...

2 to 100 Club
All Star Charts Premium
2-to-100 Club
Strazza
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Stocks
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In today’s Daily Digest, we’ll review the following:

  1. New Position in XLU.
  2. No adjustments are needed today.
  3. Closed XLP at Profit Target.
  4. Current...
Options Paid to Play
Paid To Play
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Earnings season is the heartbeat of the market - and every day brings fresh signals about where money is flowing.

With each report, we learn not just how companies are performing, but how investors are reacting.

In the Daily...

Daily Beat
ACWI Days Since Above 50D MA

Today's number is... 122

The MSCI All Country World Index has stayed above its 50-day moving average for 122 trading days. That’s the longest run of global strength in 15 years.

Here’s the chart:

...
The Daily Number
Grant

In today’s Daily Digest, we’ll review the following:

  1. New Position in SMH.
  2. No adjustments are needed today.
  3. No exits since the last report.
  4. Current status of open campaigns...
Options Paid to Play
Paid To Play
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