If you are running a hedge fund or building a high performance portfolio, the goal is to find one high conviction buy a week and you will have made yourself a great return in a mostly diversified portfolio. That’s of … Read more.
Last week’s insider buying activity featured several notable purchases across a diverse mix of industries, with the strongest conviction shown by executives and directors committing meaningful personal capital. Adobe (ADBE) led this week’s insider buying, as director David Ricks purchased … Read more.
Look beneath the surface of the major indices today, and you will find an equity market marked by deep structural fragmentation. Despite a veneer of broad-based health, capital flows tell a completely different story—one dominated by an unprecedented concentration of … Read more.
Name: Timothy C. StonesiferPosition: Director Transaction Date: 06-03-2026 Shares Bought: 2,790 shares an average price paid of $143.51 for Cost: $400,393 Company: Insulet Corp (PODD) Insulet Corporation develops and manufactures insulin delivery systems for individuals with insulin-dependent diabetes in the … Read more.
Some would say this is a blowoff top. I think we are just getting started. Ask your Uber drive what he is buying. If he gives you three stock picks, its a top. If he just gives you one, we … Read more.
Insiders are buying. Is this like saying the fish are biting? Where they are biting though is very interesting. Make your own conclusions but the fishing is very good. Name: David MacLennanPosition: DirectorTransaction Date: 05-04-2026 Shares Bought: 250 … Read more.
Last week, I experienced two insightful realizations. While these seem obvious in retrospect, predicting their occurrence is the trick. Not impossible but reminiscent of the saying, “What’s the difference between being early and being wrong? The Answer- None.” Commodity inflation … Read more.
Insiders step up their buying when the bullets are flying. Name: Mortimer J. Buckley Position: Director Transaction Date: 03-03-2026 Shares Bought: 2,230 shares an Average Price Paid of $224.20 for Cost: $499,966 Company: Boeing Co. (BA) The Boeing Company is … Read more.
At least half of the quarterly earnings are behind us, and the blackout window is opening. This week, insider buying has steadily picked up. We have some large insider buys this week in Marquis names. There could be some gems … Read more.
Insider buying has been noticeably scarce in this bull leg of a market making all-time highs. The small amount of buying is not performing particularly well either. You might find this news surprising from a hedge fund manager who has … Read more.
As we go into the final turn of the year, expect some modest profit-taking in the Magnificent Seven. I expect some good opportunities if mortgage rates drop enough for people trapped in their homes to make a move. The purchase … Read more.
The Stock Market is not supposed to go up for some perverse logic when the Fed tightens. Maybe because wealth is really intrinsically undemocratic in the mind of the elites. They want to kill any chance of their status being … Read more.
It may be the calm before the storm but the bulls are running. The Fed’s rapid interest rate hikes came to a screeching halt last week. The Fed’s favorite inflation indicator, the Personal Consumption Expenditures Price (PCE) Index came in … Read more.
Insiders are the ultimate value buyer. It’s rare they buy at the top of the price chart but instead prefer to plumb the depths for the prize. They are buying the banks you never heard of while depositors are fleeing … Read more.
I wrote to clients in the February update that Federal Reserve Chairman Powell is a dangerous fellow. Last week he proved that causing a run on the banking system. Ironically if the creation of a new Bank Term Funding Program … Read more.
Despite the best efforts of banking emperors like Jamie Dimon of JP Morgan or all-knowing market strategists like Mike Wilson of Morgan Stanley, this stock market refuses to go down. Last week’s market rally has already numbed the pain from … Read more.
When I started developing the Insiders Fund’s strategy in 2001, I knew I would miss out on some of the all-time greatest investments since founders of disruptive companies are loaded to the gills with their own company’s stock and don’t … Read more.
Curious about how well insiders are doing with their buys? Scroll through the blog posts and see for yourself It’s been over nine months since the bear market began. That is about the average time most bear markets end, but … Read more.
Curious how well insiders are doing with their buys? Scroll through the blog posts and see for yourself September secured its reputation as the cruelest month in the market with a bone-crushing loss S&P 500 loss of 9%. It also … Read more.
Curious how well insiders are doing with their buys? Scroll through the blog posts and see for yourself The market declined every day last week, but on Wednesday last week, Federal Reserve Chairman Powell opened the gates of hell for … Read more.
Curious how well insiders are doing with their buys? Scroll through the significant buys of the last year. The S&P 500 lost over 6% points last week after losing 5% in the previous week. Stocks don’t fall like this … Read more.
Curious how well insiders are doing with their buys? Scroll through the significant buys of the last year. The S&P 500 lost 5% points in what was one of its most bruising outings this past week. It’s almost a … Read more.
For trade details click on this link to the trades % Trade Date Company Ticker Change Applied Molecular Transport Inc. AMTI 16.50% DELCATH SYSTEMS Inc DCTH 7.07% JOANN Inc. JOAN 4.49% REPUBLIC SERVICES Inc RSG 4.13% Howard Hughes Corp HHC … Read more.
For trade details click on this link to the trades Company Ticker GTY Technology Holdings Inc. GTYH You Harry L. Director 10% Owner 61.83% Designer Brands Inc. DBI SCHOTTENSTEIN JAY L Chairman 10% Owner 21.37% Designer Brands Inc. DBI Schottenstein … Read more.
For trade details click on this link to the trades MUSTANG BIO Inc up 16.35% TUPPERWARE BRANDS CORP up 11.58% Asana Inc. up 3.80% CROWN CASTLE INTERNATIONAL CORP up 2.52% First, the market. It definitely feels heavy to me and … Read more.
We wrote last week tipping you off on insider buying at Intel. We’re up 10% on that trade. The question you have to ask is why aren’t you an insider too? Intel, Intel, the gift that keeps on disappointing. We … Read more.
For the trade details click on this link to the trades We all know by now or should that this is a very overextended and disconnected from reality market. Extraordinary liquidity and compassionate finance largess from the Federal Reserve … Read more.
For trade details click on this link to the trades Selecta Biosciences up 23.20% Carnival Corp up 9.32% Del Taco Restaurants up 8.61% CITIGROUP up -0.32% Director Timothy Springer has been on a buying binge with Selecta Biosciences. This … Read more.
POTUS tweeted he tested positive for Covid-19. Tellingly it was the most liked Trump tweet ever. The President’s demand for loyalty is now looking like it could extend to death as Trump conducts super spreader events and legions of followers … Read more.
CASSAVA SCIENCES INC up 28.59% CORPORATE OFFICE PROPERTIES TRUST up 2.57% GOLUB CAPITAL BDC Inc. up 0.54% HARTFORD FINANCIAL SERVICES GROUP Inc down 0.50% BROADCOM INC down -1.29% Casssava was up 28.59% on the week while the S&P notched its … 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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