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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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Love the game. Love myself. Love others. Profits are a byproduct of how well I can do these three things successfully.

Hello again, Spirit Animals.

This started as a private entry in my journal, but then midway through it I thought you fine readers might get some benefit out of it as well. So I finished my thoughts here...

Stop being so serious, Sean.

...
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Today, with everyone distracted with the big IPO, I chose to do something special. 

I present to you our Midcap Momentum Masterclass. 

We went over why it's one of the best areas in the market, the...

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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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Today's trade is in a name my analyst team says resides "in the sweet spot between a profitable biotech and a traditional pharmaceutical company."

But more importantly to me, the stock is finally breaking out of a decade-long base.

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Oracle’s AI infrastructure business keeps growing, but the stock isn't ready to run.

Oracle $ORCL is no longer just the old database company your IT department used to complain about.

This is now one of the biggest AI infrastructure stories in the market.

Oracle is building cloud data centers, selling AI infrastructure...

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$ORCL

Victoria's Secret recently changed their ticker to $VSXY.

I love it.

But what I love even more is this chart setup:

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For the last year, I’ve been talking about how the biggest risk to the global economy wasn’t recession.

It was stagflation.

Now the European Central Bank is effectively telling us the same thing.

Look at the chart.

  

...

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Casey’s is using fuel to drive traffic and higher-margin food to drive one of the best trends in the market.

Casey’s General Stores $CASY is a convenience store chain based in Ankeny, Iowa, that offers fuel, pizza, snacks, coffee, energy drinks, groceries, and more.

They essentially provide everything you could need on your way home from work, before...

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$CASY

A lot of investors are looking at the recent volatility in precious metals and assuming the commodity trade is over.

I think they're looking at the wrong part of the market.

Could we be near the end of the precious metals leadership phase...

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eee

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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Yesterday was a wild session.

Volatility picked up and the major indexes experienced some of the largest intraday swings we've seen in months.

But beneath the surface, the action was actually constructive....

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Another iconic staples stock is trying to flip the script.

Yesterday, we wrote about the fall of Campbell’s.

Today, we’re staying in the pantry, but the story is very different.

J.M. Smucker $SJM is...

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$SJM