$ADBE

Insider Buying 03-21-25 Volatility Collapses for the Moment

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Insanity 1.0 moved the market all of 1/2% last week. As much as we’d like to think the world as we know it is collapsing around us, it’s volatility that is collapsing, for the moment at least.  The Fed gave us a reprieve and hinted that tariff induced inflation was likely transitory.  We’ve heard that word before during the Pandemic. Nike and FedEx disappointed investors with their growth outlook.   There were not a lot of insider buys but there were two in household brand names, Adobe and Home Depot. Follow us on Twitter for real-time commentary and insider buying alerts at … Read more

‘t short Nvidia

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The market had it’s fugazi moment last week, when the world in one resounding mini crash concluded Nvidia might have limits on its unfettered growth and reign supreme. Skepticism is healthy. Analysts have been talking about the different needs of AI from training to inference but suddenly an open source research paper and LLM model named Deep Seek upended the entire AI industry. A Chinese hedge fund named High Flyer created it.  Boy, did they even nail that name.  You just have to wonder was this a giant short by High Flyer. If so, it was probably the best trade … Read more

Insider Buying Week 9-30-22

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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 set a 52-week low to cap off its worst month since March 2020.  We are deep into the quarterly earnings blackout, and most insiders are restricted from buying their company’s stock for two more weeks, at least until the middle of October.  All bear markets in the last 20 years have ended with a crescendo of insider buying.  As you … Read more