From the Desk of Steve Strazza @Sstrazza

Welcome to The Junior International Hall of Famers.

With the goal of finding more bullish setups, we have decided to expand one of our favorite scans and broaden our regular coverage of the largest US-listed international stocks, or ADRs.

This scan is composed of the next 100 largest stocks by market cap, those that come after the top 100 and are thus covered by the International Hall of Famers universe.

Many of these names will someday graduate and join our original International Hall Of Famers list. The idea here is to catch these big trends as early on as possible.

Let’s dive right in and check out what these future big boys are up to.

This is our Junior International Hall of Famers list:

Click table to enlarge view

And here’s how we arrived at it…

We removed laggards which are down 5% or more relative to the ACWI Ex. U.S. Index $ACWX over the trailing...

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

Like way more than usual. 

It’s because I think this is a critical time and place for treasuries. 

The 30-year US yield $TYX is backing off after testing its cycle highs. Meanwhile, the popular iShares long-term treasury fund $TLT is rebounding off a big shelf of support. 

If these key levels break— so TLT to the downside and TYX to the upside— we’re talking about major pattern resolutions. 

Major pattern resolutions tend to be followed by significant reaction legs. 

What I’m saying is bonds are at risk of tanking lower if this scenario were to play out. 

And have you noticed how stocks have felt about bond market volatility lately?

I’ve overlaid ARKK with the inverted MOVE index to answer that...

During our time in New Orleans at the Portfolio Accelerator event, I brought the Israeli Shekel to the table—and it sparked a really interesting discussion.

We were diving into global risk indicators, and I was showing how the Shekel is an excellent tell for speculative growth stocks and the “ARKKy” trade. 

That’s because Israel’s economy isn’t built on commodities or manufacturing like so many others—it’s built on software, cybersecurity, and innovation.

It’s one of the top technology countries overseas.

So when the Shekel starts breaking out, it’s not just a local FX story—it’s the market telling us there is demand for some of the most risk-on corners of the stock market.

And right now? The Shekel is on the verge of a major breakout. It’s literally happening as I write this.

This isn’t some quirky currency coincidence. Currencies are always whispering—sometimes shouting—about...

In today’s Daily Digest, we’ll review the following:

1. New position in Homebuilders.
2. No adjustments since the last report.
3. Closed XLB at Profit Target.
4. Current status of open campaigns.
5. Volatility Snapshot.

Let’s dig in!

From the desk of Steve Strazza @Sstrazza

Dividend Aristocrats are easily some of the most desirable investments on Wall Street. These are the names that have increased dividends for at least 25 years, providing steadily increasing income to long-term-minded shareholders.

As you can imagine, the companies making up this prestigious list are some of the most recognizable brands in the world. Coca-Cola, Walmart, and Johnson & Johnson are just a few of the household names making the cut.

Here at All Star Charts, we like to stay ahead of the curve. That's why we're turning our attention to the future aristocrats. In an effort to seek out the next generation of the cream-of-the-crop dividend plays, we're curating a list of stocks that have raised their payouts every year for five to nine years.

We call them the Young Aristocrats, and the idea is that these are "stocks that pay you to make money." Imagine if years of consistent dividend growth and high momentum and relative strength had a baby, leaving you with the best of the emerging dividend giants that are outperforming the averages.

By...

From the desk of Steve Strazza @Sstrazza

Welcome to The 2 to 100 Club.

In this scan, we look to identify the strongest growth stocks as they climb the market-cap ladder from small- to mid- to large- and, ultimately, to mega cap status (over $200B).

Once they graduate from small-cap to mid-cap status (over $2B), they come on our radar. Likewise, when they surpass the roughly $30B mark, they roll off our list.

But the scan doesn't just end there.

We only want to look at the strongest growth industries in the market, as that is typically where these potential 50-baggers come from.

Some of the best performers in recent decades – stocks like Priceline, Amazon, Netflix, Salesforce, and myriad others – would have been on this list at some point during their journey to becoming the market behemoths they are today.

When you look at the stocks in our table, you'll notice we're only focused on Technology and Growth industry groups such as Software, Semiconductors, Online...

With Bitcoin holding high in the 107-108K neighborhood, above last year's resistance, it feels like the stage is being set for another crypto bull. Not just for bitcoin, but for many of the so-called "alt-coins" as well. And today's trade is in the company that is best positioned to take advantage of a resurgence of alt-coin activity. 

And following a recent gap move higher, the consolidation over the past couple weeks and today's morning dip provide a great entry point.

In today’s Daily Digest, we’ll review the following:

1. New position in TLT.
2. No adjustments since the last report.
3. No exits since the last report.
4. Current status of open campaigns.
5. Volatility Snapshot.

Let’s dig in!

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. 

No major highways. You take a road from the middle of the ocean to another through the middle of the Everglades. 

It is cruising, defined. Florida style. 

You can see both sharks and gators right out your window along the way. 

Anyway, I’ve found that I really enjoy reading and writing from the car. It frees me from my desk-brain. 

I also really enjoy uncorrelated exposure. It frees me from my overweight risk-on equity positioning.

And I don’t mean defensive exposure. 

I’m talking about exposure to things that can move fast and generate alpha in bull cycles but don’t necessarily move with the broader US...

I first cut my teeth as a high-volume, intra-day stock trader.

My earliest trading lessons came from staring at charts, watching price levels, and learning (often the hard way) how momentum behaves. I became obsessed with breakouts, pullbacks, volume surges—anything that would give me an edge on timing a move.

Sometimes that edge consisted of consuming multiple cans of Yoohoo!

(I know, gross.)  

Anyway, back then it was simple: find an intraday trend, hop on, and manage risk. That foundation still informs everything I do.

Eventually, that trend-following mindset led me into commodities. I loved the purity of it. There’s something clean and honest about commodity trends—they either work or they don’t, and often they run much farther than you’d expect. Studying seasonality, macro cycles, and supply/demand dynamics helped me spot inflection points in a way that complimented the chart work I’d learned from stocks.

But there were dry spells, too—periods where the trends would stall or chop. That’s when I started exploring premium selling strategies in options.

One of my trading buddies...

In today’s Daily Digest, we’ll review the following:

1. New position in XHB.
2. No adjustments since the last report.
3. Closed TLT at Profit Target.
4. Current status of open campaigns.
5. Volatility Snapshot.

Let’s dig in!