The Strazza Letter Articles

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Steve Strazza

The Top Stocks of August

August is in the books and there are some fresh trends brewing beneath the surface. 

The tech and growth trade led the market off the April lows, but evidence continues to suggest this theme is cooling. 

...
September 2, 2025
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Riding the Red Wave

Louis just published a note with our updated Global ETF Power Rankings.

This is always one of my favorite universes to explore, but it’s especially true right now, with participation spreading across international equity...

September 1, 2025
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The New Crypto Leaders

Risk appetite continues to improve as investors reach further out on the risk curve to take full advantage of this bull run. 

As for market internals, they are as bullish as they’ve been all year.

Small...

September 1, 2025
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Top Down Trade of the Week (8/29/2025)

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 the top stocks...

August 29, 2025
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The AI Revolution in Banking

While everyone obsesses over the old news around Nvidia’s next earnings report, I’m focused on a new AI story.

The big banks are among the most underrated and ignored AI trades in the market today.

No one is...

August 27, 2025
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The Animal Spirits in China

Chinese equity indexes are at their highest levels in 3.5 years.

In local currency, Chinese stocks look even better– the Shanghai Composite is trading at its highest level since 2015.

And while iShares Large...

August 25, 2025
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Top Down Trade of the Week (8/23/2025)

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 the top stocks...

August 23, 2025
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Special Report: Odds Point Higher for Sports Betting

Sports betting is emerging as one of the hottest new mega trends. 

While it is only a few years old, it’s already a $20B industry by revenue and is growing at double digits.

Right now, the charts suggest...

August 22, 2025
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The Only Two For Tech

Tech stocks are under pressure, and it’s finally showing in the major averages.

This weakness has actually been brewing under the hood for some time.

Technology sector internals have been deteriorating for the better part of the summer....

August 21, 2025
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Steve Strazza

Currency Report: Sol is Rising

Leadership keeps showing up in places no one’s watching. Take Peru.

The Peruvian Sol (PEN/USD) just registered its best single-day performance since 2023, reaching fresh five-year highs against the US Dollar.

...

August 20, 2025
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Top Down Trade of the Week (8/16/2025)

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 the top stocks...

August 16, 2025
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It’s A Cap-Weighted World

Whenever there is action in the equal weight vs cap weight relationship, my inbox gets flooded with bad takes.

The truth is, whatever it is– it’s not that important, and it’s definitely not bearish.

All it...

August 11, 2025
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Altcoins Are ARK Stocks

I like to think of Bitcoin as just another mega-cap growth stock.

I treat it like I treat the Magnificent Seven names because it acts like one of them. 

This simple and straightforward intermarket analysis has worked cycle after cycle...

August 8, 2025
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Betting on Zeros

If I’m going to buy bonds, I’m going to buy the ones I think will go up the most.

At 37 years old, I think there’s a place for bonds in my long-term portfolio, just not a very big one...

It’s a small allocation, and I’m looking for the...

August 6, 2025
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The Top Stocks of July

July is in the books and there are some fresh trends brewing beneath the surface. 

The tech and growth trade has led the market off the April lows, but recent evidence suggests this theme is cooling. 

...
August 3, 2025
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Special Report: What’s Next for the Mag 7?

While everyone is out here fretting over the Fed, all I can think about is the earnings reports coming down the pipe. 

Microsoft and Meta reported after the bell, and Apple and Amazon will be out at the same time...

July 30, 2025
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Throw Some Catch-Up on That Dog

I was talking with a trader friend this weekend who reads all our research. The first thing he said to me was, “what’s with all the catch-up trades?”

I thought it was a great question so I’m writing this note to answer it....

July 28, 2025
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Dipping Into Health Care

Health care stocks are experiencing one of their worst streaks of underperformance in history.

With policy uncertainty under RFK, industry-wide cost pressures, and an insurance sector crisis... these stocks haven't been able to get on trend with...

July 25, 2025
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