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Welcome to The Weekly Beat.

Last week gave us a wild mix of earnings reactions - apparel stocks clawed their way back from Trump’s Liberation Day selloff, and several market behemoths had historic earnings reactions....

The Beat Report
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🚨 PROGRAMMING NOTE 🚨 The next All Star Charts Premium Conference Call is going out on Monday. This month's mid-month call will be recorded and will be in your inbox Monday afternoon.

-All Star Charts team

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After years of flying under the radar and being left for dead, Chinese equities are finally showing signs of life.

I’ve been...

Alfonso’s Daily Note
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Quantum stocks are back in rally mode. 

Nuclear stocks are booming. 

Space & exploration names are mooning.

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Today's trade is in a name that has been strong off the April 7th lows. But when we zoom out, it's only just beginning to breakout.Even better, we can keep the trade simple and have a chance at a 6x return if we get it right.

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

  1. No new positions today.
  2. Adjustment to ARKK position.
  3. Closed USO position.
  4. Current status of...
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Beat Sheet (07.18.2025)

Yesterday’s market was a tale of two extremes - headline beats were plentiful, but the reactions painted a very divided picture.

On the positive side, PepsiCo $PEP was the clear standout. The consumer staples giant crushed...

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Below is my weekly video for members of Macke's Retail Roundup.

I used yesterday's strength in a mall retailer to make room for a new position in my RoundUp 10. Hint: Think "Hims for Boomers."

Watch...

The Jeff Macke Portfolio
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Below is my weekly video for members of Macke's Retail Roundup.

I used yesterday's strength in a mall retailer to make room for a new position in my RoundUp 10. Hint: Think "Hims for Boomers."

Watch...

The Jeff Macke Portfolio
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From the Desk of Steve Strazza @Sstrazza

We love our bottoms-up scans here at All Star Charts. We tend to get really creative when making new universes as we want to be sure they will deliver us the best opportunities the market has to...

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Biotech has been one of the worst-performing industry groups this cycle. Investors have got used to it as these stocks have been dead money for much of the past decade. 

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Missed it? No problem!

Replays of all our past episodes are always available in the episode archives.