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The Fox Raided Our Henhouse
 

Hello again, Spirit Animals.

Fox raided our henhouse.

Me and All Star Options subscribers had been riding a calendar spread in $ROKU options for the past few weeks. And when the stock started ripping Friday afternoon, it looked like...

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Freshly Squeezed Rate of Change Table (06.16.2026)
Risk appetite is ripping, and the market’s most crowded bearish bets are starting to go vertical.

Editor's Note: The ASC Premium Mid-Month Conference Call will be held LIVE today at 5:00 pm ET with the ASC analyst team.

This is your mid-month status update, plus a look at how our team is reading the market...

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Roku got bought. Fox is paying $160 a share. If you owned the stock, good news.

We owned a June/October 150 call calendar spread, and that headline is exactly why we're closing it.

When a buyout gets announced, the stock stops trading like...

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Overnight, headlines hit the tape that the United States and Iran are preparing to formally sign an interim peace agreement that would reopen the Strait of Hormuz and begin a new round of nuclear negotiations.

The market’s reaction was immediate...

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Small-cap healthcare has been left for dead, but the charts and earnings sentiment are beginning to turn.

Small-cap healthcare has been dead money for years.

While investors chased AI, crypto, megacap tech, space stocks, and other momentum plays, this corner of the market went nowhere. 

The group peaked in early 2021, spent years...

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$MOH

For years, investors have been conditioned to think about commodities through the lens of traditional demand. Housing needs copper. Cars need steel. Data centers need electricity. That’s all true.

But we’re entering a new era where an entirely...

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The dictionary definition of Allegro is: an Italian term used in music to indicate a lively, cheerful, and relatively fast tempo.

Well, today's trade is in a company that has Allegro in its name, suggesting things are...

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These stocks failed their earnings tests as weak charts and bad sentiment kept sellers in control.

The mainstream was locked in on SpaceX Friday, and for good reason.

The largest IPO in market history is an event that deserves attention. When a company that important goes public, every investor on the planet wants to know what it means for...

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$LEN
$ADBE
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From the Desk of Steve Strazza @Sstrazza

Welcome to The Minor Leaguers.

We've had some great trades come out of this small-cap-focused column since we launched it back in 2020 and...

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Earnings season is fading, but these reports could still tell us a lot about risk appetite and sector rotation.

WHAT ARE YOUR THOUGHTS? On Friday, SpaceX $SPCX completed the largest IPO in market history. It closed with a total market capitalization of $2.1 trillion.

Do you think SPCX will hit a market capitalization of $1 trillion or $4...

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SpaceX just completed one of the largest IPOs in market history, and now we’re focused on the stocks that can benefit from the next wave of risk appetite.
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The best bank stocks are overseas

Welcome back for another Top Down Trade of the Week.

This is a classic leadership scan.

We start with the best sectors, then drill into the subgroups. We pick one, and then take a look at...

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