Insider Buying Week 06-19-26 The Tail That Wags the Dog: How Hyper-Scaler Capex Left the Rest of the Market in the Dust

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 infrastructure spending that is starving almost every other sector of momentum. This week’s insider buying reflects that same concentration, with notable purchases clustered in semiconductors, enterprise software, and fintech. The Greatest Capex Boom in History We are currently witnessing what can only be described as the largest capital expenditure boom in economic history. The world’s dominant hyper-scalers have effectively turned … Read more

Insider Buying Week 05-01-26

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 is likely to increase, as demonstrated by the closure of the Strait of Hormuz and the resulting stranded hydrocarbons. The elevated input costs will likely permeate the broader economy, increasing input, transportation, and precursor costs, among others. Commodity inflation is likely to increase. Jeffrey Gundlach of Double Line Capital, in my opinion a knowledgeable individual, has stated his belief that … Read more

Insider Buying Week 02-06-26 Last Week Average Insider Gain 9.6%

The Nasdaq composite was down 1.84% while the RSP was up 2.11% That pretty much said it all.  There was rotation all right and painful if you weren’t on the right side of it. Most of these insiders were.  The average return last week of the stocks we highlight was 7.89%.  I think you’d be happy with that in your portfolio. Name: William C. Boor Position: President & CEO Transaction Date: 02-04-2026  Shares Bought: 1,000 shares an Average Price Paid of $495.00 for Cost: $495,000 Name: David A. Greenblatt Position: Director Transaction Date: 02-03-2026  Shares Bought: 500 shares an Average … Read more

Insider Buying Week 01-30-26

Name: David N. Farr Position: Director Transaction Date: 01-30-2026  Shares Bought: 1000 shares an average price paid of $304.00 for a cost of $304,000  Company: International Business Machines Corp. (IBM) International Business Machines Corporation and its subsidiaries provide integrated solutions and services throughout the Americas, Europe, the Middle East, Africa, and Asia Pacific. It operates in four segments: software, consulting, infrastructure, and finance. The software segment provides hybrid cloud and AI solutions that enable clients to achieve digital and AI transformations across their apps, data, and environments. Its consulting division integrates talents for strategy, experience, technology, and operations across domains … Read more

Create a free account, or log in.

Gain access to read this article, plus limited free content.

Yes! I would like to receive new content and updates.