It’s all AI, Chat GPT, large langauge models, and generative image models. Nvidia’s blowout quarter and guidance sent the market into a bull run seizure moment. Meanwhile, you hear more and more stories about fake information generated by this “breakthrough … Read more.
No one really believes the U.S. will default on the debt. The least of which are these insiders stepping up to buy their company’s stock last week. If we’re talking a game of chicken, I say look at what Tyson … Read more.
All the buzz and the action are about Chatbot GPT, Bard, and large language model generative text and imaging capabilities. I’ve heard this hailed as the most important invention since electricity and fire. I want to call a giant timeout … Read more.
Insiders are coming out in force to buy regional and community banks. Normally significant insider buys are met with a predictable market response, a positive bounce between 3%-5%. This is not happening. There is no urgency, as the stocks, for … Read more.
Insiders came out to play last week. It was not pretty, but insiders are bottom fishers, as a rule. They buy in force when prices are down when they perceive a bottom. Regional bank insiders were all over the field … Read more.
Reuter’s headline news Friday that Chile is nationalizing the vast lithium deposits sent Albermarle and the rest of the lithium economy into a tailspin. More than half of the estimated global lithium resources are located in the salt flats of … Read more.
There was next to nothing to write about regarding insider activity last week. We are in the heart of darkness regarding insider activity. This is how I describe the quarterly blackout period before corporate earnings are released. Insiders seem to … Read more.
We are deep in the darkness, the earnings blackout period in which corporate insiders are restricted from buying their own shares. It’s a perfect time for short sellers to prey on the frazzled nerves of investors that just experienced their … Read more.
This is LIKE 2008, contrary to what you may have heard about the recent Silicon Valley Bank failure. Banks either don’t want to pay competitive deposit rates or can’t. Competing with Fed Chairman Powel’s ~5% treasuries is hard. Actually no … Read more.
I have very flexible rules about work and participation in the Insiders Intern Analyst program. Still, one of them is non-negotiable, and I make that clear in the interview process. The main question I asked everyone in the intern interview … Read more.
It’s a commonly held view amongst market strategists that the Fed follows interest rates, not determines them. You don’t have to look very far to see plenty of evidence of that. It’s a quiet conspiracy amongst talking heads and futures … Read more.
The Insomniac Hedge Fund Guy
The Insomniac Hedge Fund Guy provides market macro-analytics and public-file aggregation models for data-tracking purposes. Content should not be treated as individualized investment advice or a professional financial-planning directive. Past performance does not guarantee future performance cycles.
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