Insider Buying Week 03-20-26 When Macro Trumps Everything
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When the CEO-to-Seller ratio hits a 20-month high, the message is clear: Preservation is currently more important than participation. We are seeing “distribution” from institutional players to retail, and until the inflation data cools or we see a broader base of insider buying across sectors like financials and industrials, we are content to watch from the fence. The outliers are always worth a look, but for the most part, the best trade this week was no trade at all. Name: Richard H. Fearon Position: Director Transaction Date: 03-06-2026 Shares Bought: 1,000 shares an Average Price Paid of $306.34 for Cost: $306,340 … Read more
There’s a developing theme from last week’s trading action. It’s not that AI isn’t the real deal, but rather the real beneficiaries are the hundreds if not thousands of companies that can deploy it to solve fundamental business challenges like just-in-time inventory, freight management, help desk support, assembly line automation, legal, and yes, hedge funds banking cash. It’s the almost endless ways AI can improve productivity. The broadening out of the market was apparent as the companies most credited with the AI productivity boom were the losers, not the winners. A vivid example on Friday was Apple up, Google down. … Read more