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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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Steve Strazza

One of the biggest takeaways from the recent Fed meeting is that I remain bearish on long-term bonds.

Actually, I may be more bearish than I was before.

The reason is simple. The Fed can talk tough. The Fed can talk dovish. The Fed can...

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I earned the right to stick around
 

Hello again, Spirit Animals.

I'm positioned long in Ford $F, and like Jordan Belfort... I'm not leaving!

Look at the daily chart over the past three weeks and you might be wondering, why?

But let's back up the truck and explain...

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Victoria's Secret is breaking out with the earnings sentiment and fundamentals supporting it.

Victoria’s Secret $VSXY spent years trying to figure out what it wanted to be.

Not long ago, this was one of the most recognizable retail brands in America. 

Bras, panties, lingerie, sleepwear, beauty, fragrance, PINK, the Angels, the...

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$VSXY

You might use the company who's stock we're trading today to execute this order. And if so, you might even be contributing to the trade working out!

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Healthcare stole the show as our BFLY calls tripled, CDNA broke out, and our first-ever Pitch Meeting added new names to the watchlist.
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The biggest wave of reports is behind us, but the earnings tape is still giving us actionable clues.

WHAT ARE YOUR THOUGHTS? This week, Kevin Warsh spooked the market with his hawkish tone during his first Federal Reserve meeting. 

Do you think we'll see interest rate hikes before the mid-term elections?

Write us at...

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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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Thursday’s market looked healthy on the surface, but Kroger and Accenture delivered two major warnings underneath.

Thursday looked fine at the index level as the S&P 500 rallied 0.78%, reclaimed its all-time high VWAP, and quickly repaired the damage from Wednesday’s Fed-driven selloff. 

If you were only watching the major averages, the message...

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$KR
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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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JBL and RF both beat the headline expectations, but a hawkish Fed stole the show.

Wednesday was one of those days where the earnings tape only tells part of the story.

Both S&P 500 earnings reactions on the Beat Sheet came from companies that beat expectations. 

Both stocks appeared on pace for positive...

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$JBL
$RF