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The Strazza Letter Articles

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The analyst team is serving up all kinds of scans these days. Technical scans, fundamental scans, sentiment scans, a little bit of everything. These guys are really having a blast. 

But they are just trying to make the...

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From the desk of Steve Strazza

Have you ever heard of the Nokkie-Stokkie?

It’s forex trader lingo for the Norwegian...

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The way I learned it is that gold moves first. 

And then copper. 

And finally crude oil. 

...
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One thing I’m looking to do more of here at ASC is share some of the scans we’re running internally each week.

Our roots are in top down technical analysis. We do it...

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One of the things I love most about bull markets is how they try to include everyone.

Everyone is making money. 

...
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I have to admit I’ve been thinking a lot about bonds lately. 

Like way more than usual. 

It’s because I...

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I’m watching the sun sink into the gulf of whatever water from my mobile office. 

We’ve done the drive from Key West to Naples a bunch lately and it’s just lovely....

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For traders, being early is just as bad as being wrong. 

And I’ve been early on energy. There’s no doubt. 

We’ve taken...

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Crude Oil

Stocks gave some back this week, but when I look beneath the surface, I really like what I see from market internals.

Quantum stocks are red hot again. 

...
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I don’t know much about Peru, outside of the fact that they make some great ceviche.

But I’ve been thinking about the country a lot today.

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I’m loading up on Silver for a catch-up move to Gold.

And I already know what you’re thinking. Investors have been betting on this idea since last year… and it hasn’t...

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I’m liking energy more and more with each passing day.

And the bull thesis couldn’t be simpler.

It’s a raging bull market for stocks around the world. It’s being led by offense. 

Internals...

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We’re back from New Orleans, so I’m doing a lot of catching up this weekend.

When I was plowing through charts yesterday, I realized two appeal to me a lot more than the...

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The US Dollar Index $DXY continues to sit near the top of our macro checklist.

It’s been one of the more important tells of the cycle, not just for currencies—but for equities,...

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Some of the most speculative names out there have been lighting up our squeeze scan — and First Solar $FSLR was front and center.

We said solar stocks were catching fire… and FSLR was the cleanest setup in the group.

I leaned into the...

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I’m sitting at a Miami airport bar watching the Knicks game and looking at charts. 

It’s been a nightmare of a travel day. Let’s just say there are both pros and cons to island life....

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I’m always thinking about where the next big winners will come from.

Who will be the secular leaders of tomorrow?

What will be...

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More and more risk-on areas of the market are perking up with every passing day.

We’ve watched risk-appetite steal the show overseas in recent weeks, and now we’re seeing...

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I somehow found myself in Bangkok presenting to a room full of traders for a CMT event a few years ago.

I remember thinking how much I wanted them to like me…

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The greatest investor the world has ever seen announced his retirement this weekend. 

Warren Buffett delivered the news at the Berkshire Hathaway annual shareholders meeting on Saturday that he’ll be stepping down on...

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One of the things I do on Saturday mornings is catch up on the earnings stories and reactions I might have missed during the week.

And it’s actually a lot easier for me to do these days…

Over the past year, we...

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From the desk of Steve Strazza

The evidence is becoming clearer and clearer by the day…

It’s time to be overweight US...

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