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From the desk of Steve Strazza @Sstrazza

The biggest theme on our Hot List and Inside Scoop tables has been the strength from commodity stocks.

Since we launched the column, we’ve discussed the strength from energy stocks like...

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Revolution Medicines $RVMD director Thilo Schroeder is back on our list for the third time in just two weeks with another Form 4 filing.

Following last week’s $3.4 million buy, he revealed an additional $5.5 million purchase in his latest...

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There’s a handful of large Form 4 purchases on today’s list.

Robert Gervis, director of Aspen Aerogels $ASPN, purchased $4.5 million of stock.

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From the desk of Steve Strazza @Sstrazza

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...

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From the desk of Steven Strazza @Sstrazza and Ian Culley @Ianculley  

It's beginning to feel more and more like a risk-on environment out there.

Commodities are ripping higher. Stocks are digging in at critical levels. And...

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From the desk of Steven Strazza @Sstrazza and Ian Culley @IanCulley

The unwind is on in the aussie!

After accumulating a historic net-long position last fall, commercial hedgers are scrambling to cover. Over the past four...

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Today’s Hot List is a short one.

As the market takes a pause following four straight up days, options traders are using puts to fade the bounce in UP Fintech Holdings $TIGR and HP $HPQ.

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From the desk of Steve Strazza @sstrazza

This is one of our favorite bottom-up scans: Follow the Flow

In this note, we simply create a universe of stocks that experienced the most unusual options activity — either...

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From the desk of Steve Strazza @Sstrazza.

Welcome back to our latest Under the Hood column, where we'll cover all the action for the week ended March 18, 2022. This report...

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From the desk of Steve Strazza @Sstrazza

Our Top 10 Charts Report was just published.

In this weekly note, we highlight 10 of the most important charts or themes we're currently seeing in asset classes around the world.

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From the desk of Steve Strazza @Sstrazza

Check out this week's Momentum Report, our weekly summation of all the major indexes at a Macro, International, Sector, and Industry Group level.

By analyzing the short-term...

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The highlight of today’s list is the Altimeter Capital Form 4, which revealed a $7 million purchase in the mid-cap software stock Confluent $CFLT.

Altimeter now owns 5,131,700 shares of CFLT.

There was also a significant Form 4 filing...

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From the desk of Steven Strazza @Sstrazza and Ian Culley @Ianculley 

Gold looks like it’s ready to run.

The largest gold miner in the world, Newmont Mining...

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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 from countries that did not...

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We’ve talked a lot about the unusual options activity in commodity stocks like Freeport-McMoRan $FCX in recent weeks and months. 

Yesterday, we saw more of the same, as options traders made some major splashes in April monthly calls for both...

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From the desk of Steve Strazza @Sstrazza

Yesterday, we discussed one of our favorite stocks from the hot list right now and today, we have another new idea.

Before we get there though, let’s reiterate yesterday’s trade.

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Durable Capital Partners continues to be active, now with an $8.5 million purchase of software company Clearwater Analytics Holdings $CWAN.

In recent weeks, the investment firm has also made filings for purchases in Duolingo $DUOL and Warby...

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From the desk of Steve Strazza @Sstrazza

Welcome to the 2 to 100 Club.

As many of you know, something we've been working on internally is using various bottom-up...

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Executives and corporate insiders have been busy to start the week as we have another long list of Form 4 filings today.

Among them is another large purchase by Nelson Peltz’s Trian Fund in the British asset management firm Janus Henderson...

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