The Strazza Letter Articles

This week was all about mega cap growth.We kicked off Monday with an AI-themed selloff on the DeepSeek news.And then over the course of the week, the majority of the magnificent seven names reported earnings....

Last week, I joined my friend Michael Batnick on “What Are Your Thoughts.”

The guys over at Ritholtz Wealth and the Compound are the absolute best at what they do. For that reason, doing...

Europe has come a really long way in just a short while

The Euro STOXX 50, an index of the largest blue-chip companies in the Eurozone, is up about 10% in less than a month. 

I keep hearing that today’s FOMC announcement and press conference will be a snoozefest.I couldn’t disagree more.I think a major development is riding on the market's expectation for future rate cuts.In recent weeks, the expectations for the next rate...

Bears just can’t seem to score any points lately.

They continue to struggle at breaking down even the worst areas of the market. We keep seeing it.

Solar stocks are the latest example.

The...

JC has really been bringing the heat with his chart game lately.

I just rewatched the monthly conference call from Monday night where he ripped through over 115 charts. 

He went over a ton of valuable...

This one is wild, but hear me out.

I just wrote about how the...

I’m always thinking about the strongest stocks.

Over the intermediate term, consumer discretionary is on top, rallying more than 40% off the summer lows.

So this is one of the areas where I’m searching for...

We’ve been talking all about the lack of follow-through in recent weeks.

Fons just wrote an excellent post about failed...

I was talking to a colleague this morning and I told him I feel as if I do my best analysis when I'm writing about exactly what I'm doing in the market.

So today’s post is about Solana and why I’m closing my entire position…...

Consumer discretionary stocks have been the best stocks over the intermediate term.

The Discretionary Sector SPDR $XLY is leading all other sector indexes over the trailing three and six months.

When we dive...

We were super bullish on banks in the back half of last year.

They were the ultimate Trump trade ahead of the election.

The SPDR...

I’ve been incredibly lucky to learn first-hand from some of the top traders and technicians. 

I’ve gained a deep understanding of VWAP and how to anchor it from my...

Happy Friday everyone

I would like to give a special shoutout to Tesla and congrats to all the bulls.

This week's new all-time highs mark an end to the longest and largest drawdown in company history.

Did you know there is a Chinese equivalent for all the top tech companies in the United States? 

They do not import our technologies like most countries. They ban them. Then, they copy and recreate them with new names....

Speculative growth has been one of the hottest corners of the market in recent months.

At the group level...

When we look back and discuss the bull market that began in 2023, what will we say?

I think we will talk about the artificial intelligence revolution and all the technology stocks that benefited most from it.

...

With so many stocks joining in on the bull market, it can be hard to keep track of leadership.

But one group that definitely stands out and deserves a mention is Uranium and Nuclear Energy.

These stocks were...

Have you heard about the new mega trend in golf?

The game of golf is growing faster than any other sport around the globe.

Interest in golf surged during the pandemic and its popularity has continued to gain...

I was actually a customer of All Star Charts Premium research before ever meeting or working with JC.

When I was just finding my way into technical analysis, guys like Brian Shannon, Frank Cappelleri, and JC really resonated...

Welcome back to the Growth Chronicles.

Growth is the largest area of the market, and betting on these stocks has become one of the primary strategies for US investors. 

As such, the question of “which...

If you’ve been following along, you already know. We want our offense on the field. We’re going long.

For...

I’ve been pounding the table on speculative growth.

And I’ve received a good deal of pushback on it. Some...