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...

Yes, the U.S. had a rough 20-year auction. Yields on the 30-year almost retested their October highs, touching 5.15%. But that’s not the real story.

The real bond crisis is in Japan.

This week, Japan saw its worst 20-year bond auction since 1987. Long-end JGBs—30s and 40s—are ripping to all-time highs. Not because of inflation or growth. Because no one’s buying.

Life insurers, once the backbone of demand, are out. Solvency regulations crushed their appetite. Reinsurers are selling. The market is flooded with supply, and demand is structurally broken.

Now add fiscal stress, political risk, and an election promising tax cuts—and the bond vigilantes are wide awake.

This isn’t a local issue. Goldman says Japan’s long-end move added 80 bps of pressure to global yields. What’s happening in the U.S. isn’t just about the Fed. It’s about Japan breaking.

When the most conservative central bank starts losing control, that’s not background noise. That’s the alarm bell.

Bond dysfunction doesn’t just mean volatility.

It means inflation.

Because when buyers disappear… you print.
And when you print into a supply-constrained world…...

From the Desk of Steve Strazza @Sstrazza.

Welcome back to Under the Hood, where we'll cover all the action for the two weeks ended May 9, 2025. This report is published bi-weekly, in rotation with The Minor Leaguers.

What we do here is analyze the most popular stocks during the week and find opportunities to either join in and ride these momentum names higher, or fade the crowd and bet against them.

We use a variety of sources to generate the list of most popular names.

There are so many new data sources available that all we need to do is organize and curate them in a way that shows us exactly what we want: a list of stocks that are seeing an unusual increase in investor interest.

Click here for a behind-the-scenes look at our process.

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 some shots with call options and they haven’t worked. 

But I’m also building and increasing long-term positions in the traditional oil & gas space. Nothing fancy. I’m talking about the largest integrated players around the globe. 

Exxon, Chevron, Canadian Natural, Petrobras… I’m leaning into the big boys in my long-term account. How about those dividend yields?

And the data keeps telling me I’m on the right track. 

Pull up a price chart and tell me I’m crazy. Because you’d be right. 

Energy bulls are trying to catch a falling knife right now. That’s a top in crude for the time being…

However, my technical upbringing has me focused on other things. I’m a...

Matt Warder appeared as the featured guest on today's Morning Show on Stock Market TV, which was an extra special treat for commodity junkies like us.

Matt is widely recognized as the best Coal analyst in the world.

He’s in constant contact with top executives in the space and is basically a walking commodity encyclopedia, especially when it comes to Black Diamonds.

We had the pleasure of meeting him in New Orleans for our Portfolio Accelerator event and walked away smarter for it.

So when Steve Strazza asked him what commodity he’s most excited about right now, we were all ears.

His answer? “Titanium.”

No hesitation.

Coming from someone with Matt’s pedigree in the Coal markets, that caught us off guard. 

But after looking at the charts, it makes a lot of sense why he didn't mention Coal.

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. 

Space & exploration names are perking up. 

The new nuclears are having a monster week. 

Heavily shorted stocks are squeezing.

And let’s not forget the cryptos. How about those new highs in Bitcoin!?

Speculative growth and technology continue to lead and have been doing it consistently since the April lows.

Participation is broadening, and a growing list of risk-on stocks are assuming new leadership roles.

It’s all very bullish, and we want to stay overweight offense as long as this is the environment.

So today, we updated our Speculative Growth Leadership Scan that we shared ...

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 from countries that did not make the market cap cut. 

These stocks range from some well-known mega-cap multinationals such as Toyota Motor and Royal Dutch Shell to some large-cap global disruptors such as Sea Ltd and Shopify.

It's got all the big names and more–but only those that are based outside the US. You can find all the largest US stocks on our original Hall of Famers list.

The beauty of these scans is really in their simplicity.

We take the largest names each week and then apply technical filters in a way that the strongest stocks with the most momentum rise to the top.

Based on the market environment, we can also flip the scan on its head and filter for weakness.

Let's dive in and take a look at some of the most important...

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.

MSCI Peru $EPU was on a short list of international ETFs that made new highs today.

At first, I was puzzled by this. It was a sea of red out there. Everything got hit. Not just in the US, but across the globe. 

Then I looked at the funds holdings and realized how it happened. EPU is basically a big basket of metals stocks. 50% of the fund is invested in materials. 

Here it is resolving higher from a multi-year base:

Gold and silver miners were the only stocks that worked today. Both of the shiny metals look fantastic, and I think silver is just breaking out now. 

EPU’s exposure to...

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...

The Canadian dollar is catching a bid. 

And while the CAD rarely grabs headlines like the euro, pound, or yen, it’s no backbencher—it makes up 9% of the US Dollar Index $DXY, just behind the big three.

It flies under the radar of most investors, and I think that’s a big mistake.

Here’s why.

After years of sliding, the CAD/USD rallied off a major level of support near 0.68—a level that’s marked key turning points in both the currency and Canadian stocks for over a decade.

This bounce looks small now, but it matters.

We’ve talked a lot about how EM currencies tend to drive their respective stock markets. When a “peso” rallies, local equities tend to follow. That effect is stronger in emerging markets because of the heavier reliance on USD funding and the volatility of the currencies there.

Canada, on the other hand, has deep, liquid capital markets, a resource-heavy economy, and two major stock...

From the Desk of Steve Strazza @Sstrazza and Ricardo Sarraf @nullcharts

When investing in the stock market, we always want to approach it as "a market of stocks."

Regardless of the environment, there are always stocks showing leadership and trending higher.

We may have to look harder to identify them depending on current market conditions. But there are always stocks that are going up.

The same can be said for weak stocks. Regardless of the environment, there are always stocks that are going down, too. 

We already have multiple scans focusing on stocks making all-time highs, such as Hall of Famers, Minor Leaguers, and the 2 to 100 Club.

We filter these universes for stocks that are exhibiting the best momentum and relative strength characteristics. 

Clearly, we spend a lot of time identifying and writing about leading stocks every week, via...