$ALLY

Insider Buying 02-07-25 The Frenzy Underneath Continues

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Screw theVIX, its become irrelvant until it doesn’. and it certainly doesn’t seem to matter now.The market did not look pretty last week, and Friday’s consumer sentiment confirmed it.  People poll and say that want change but they don’t seem to want change fast. That’s why companies staying private r have more freedom to enact bold management, strategic, or financial maneuvers.  We already know that markets don’t like uncertainty. Why should we think consumers want anything different? Name: Inge G Thulin Position: Director Transaction Date: 2-06-2025 Shares Bought: 2,833 shares an Average Price Paid of $88.25 for Cost: $250,000 Name: … 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 Buys Week Ending May 1, 2020

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Our pick of the week, EDI Stone Harbor Emerging Market VP bought 100,837 at $5.88 yielding over 15%. Combined with the discount to NAV, the distribution rate for EDI as of May 1 was 27%.  The Stone Harbor Emerging Markets Total Income Fund (EDI) is not for the faint of heart. It’s down 38%YTD and it’s five year return is -5.5%. It’s a managed portfolio of Emerging Markets Debt (sovereign and corporate debt in both hard and local currency) combined with an ability to invest in Emerging Markets Equity, structured to maximize total return. The largest purchase last week was … Read more