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The Strazza Letter Articles

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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 the top stocks...

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Sports betting is emerging as one of the hottest new mega trends. 

While it is only a few years old, it’s already a $20B industry by revenue and is growing at double digits.

Right now, the charts suggest...

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Tech stocks are under pressure, and it’s finally showing in the major averages.

This weakness has actually been brewing under the hood for some time.

Technology sector internals have been deteriorating for the better part of the summer....

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Leadership keeps showing up in places no one’s watching. Take Peru.

The Peruvian Sol (PEN/USD) just registered its best single-day performance since 2023, reaching fresh five-year highs against the US Dollar.

...

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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 the top stocks...

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The Strazza Letter
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Whenever there is action in the equal weight vs cap weight relationship, my inbox gets flooded with bad takes.

The truth is, whatever it is– it’s not that important, and it’s definitely not bearish.

All it...

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I like to think of Bitcoin as just another mega-cap growth stock.

I treat it like I treat the Magnificent Seven names because it acts like one of them. 

This simple and straightforward intermarket analysis has worked cycle after cycle...

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If I’m going to buy bonds, I’m going to buy the ones I think will go up the most.

At 37 years old, I think there’s a place for bonds in my long-term portfolio, just not a very big one...

It’s a small allocation, and I’m looking for the...

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July is in the books and there are some fresh trends brewing beneath the surface. 

The tech and growth trade has led the market off the April lows, but recent evidence suggests this theme is cooling. 

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While everyone is out here fretting over the Fed, all I can think about is the earnings reports coming down the pipe. 

Microsoft and Meta reported after the bell, and Apple and Amazon will be out at the same time...

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I was talking with a trader friend this weekend who reads all our research. The first thing he said to me was, “what’s with all the catch-up trades?”

I thought it was a great question so I’m writing this note to answer it....

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Health care stocks are experiencing one of their worst streaks of underperformance in history.

With policy uncertainty under RFK, industry-wide cost pressures, and an insurance sector crisis... these stocks haven't been able to get on trend with...

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Every once in a while, a chart comes along that’s just begging to be owned.

Japan’s Nikkei 225 Index has been carving out the largest structural base in the entire global equity market—and it’s been doing so for over three...

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Biotech has been one of the worst-performing industry groups this cycle. Investors have got used to it as these stocks have been dead money for much of the past decade. 

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The dollar is undergoing a counter trend rally.

And when it comes to international equities, some are coming under pressure… but others look like they are just getting...

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Uranium stocks have been working on some of the largest and cleanest bases in the entire market for almost two decades now. 

I’m talking about structural patterns of...

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