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Money is rotating into the most speculative corners of healthcare. 

Biotechs, specifically the unprofitable kind, have been some of the best stocks on the board for well over a year now.

This is a group...

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Big Bets For Consumer Discretionary

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...

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Follow The Flow
Steve Strazza
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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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One of the things I always pay attention to is where the market is rewarding risk and where money is actually flowing.

Lately, one of the clearest answers has been biotech.

It's a theme I've been steadily...

Alfonso's Daily Note
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Big bets just landed on waste infrastructure,computer hardware, and genomics, each one directional, each one sized for a move.

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...

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Follow The Flow
Steve Strazza
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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...

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From the Desk of Steve Strazza @Sstrazza.

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

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Big money hit three corners of the market today with real size and clear conviction

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...

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Follow The Flow
Steve Strazza
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We're Adding Industrial Exposure

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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From the desk of Steve Strazza @Sstrazza

Our International Hall of Famers list is composed of the 100 largest US-listed international stocks, or ADRs.

We've also sprinkled in some of the largest ADRs...

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This is the best trade in healthcare right now

The biggest winner of the COVID era is setting up for another run.

I'm talking about Moderna $MRNA.

The stock went from a niche biotech company to one of the biggest winners of the pandemic as demand for its...

Alfonso's Daily Note
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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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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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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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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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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....

Alfonso's Daily Note
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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...

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The U.S. Dollar remains one of the most important charts in the world, even if most investors rarely pay attention to it.

Here's why it matters.

Historically, the direction of the dollar has played a major...

Alfonso's Daily Note
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Who's dropping six figures on beaten semis, stalled solar, and a December laser play?

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...

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Follow The Flow
Steve Strazza
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From the Desk of Steve Strazza @Sstrazza.

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

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Every weekend I dig through the names that experienced the most interesting unusual options activity. 

We’re looking for trades that stood out, whether it was large in size or a very aggressive strike selection.

...
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Banks are on breakout watch

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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