We are in a malaise. It’s that period when most insiders are restricted from trading in their company’s stock due to the upcoming quarterly earnings. But let’s not kid ourselves. If you want to sell, there is a way. You … Read more.
Three weeks with almost no insider buying of any note to reports. We ignore the purchases of hedge funds as they may be investing primarily with other people’s money. Instead, we concentrate on officers and directors of a company who … Read more.
As I wrote last week, nothing fazes this market’s relentless path higher—not higher rates, not even a sharp jump in oil prices. An Israeli retribution strike against Iranian oil facilities hangs like the sword of Damocles, ready to decapitate the … Read more.
As I wrote last week, nothing fazes this market’s relentless path higher—not higher rates, not even a sharp jump in oil prices. An Israeli retribution strike against Iranian oil facilities hangs like the sword of Damocles, ready to decapitate the … Read more.
The bulletproof market stumbles on; not escalating war in the Middle East or a tumultuous Presidential election in the U.S. seems to faze it. Insiders are mainly sitting this one out, whether it’s the priciness of the market or the … Read more.
The Federal Reserve surprised the pundits, slashing 50 basis points instead of 25. Some may think this extraordinarily large cut in interest rates may have had something to do with election-year politics. I don’t know why. Donald Trump hired Powel … Read more.
The stock market had its best week since November 2023, immediately after its worst week of the year. The market is now spitting distance from where it ended the month of August. Lately, the market has been on a merry-go-round. … Read more.
So far, September is living up to its reputation as the cruelest month in the market, and it’s just week one. The S&P 500 ended the week down 4 out of five days for the worst week since March 2023, … Read more.
Insiders buy their stock when they think it’s cheap or sometimes when they want to keep their jobs. The investor must figure out that difference. There are a few names I’d venture to short on this list if the Vig … Read more.
The treasure hunt continues. Will insiders provide any clues for that nugget of gold in the tailings of a well-picked over-market? There are a few notable buys, insiders coming back to purchase more in stocks that seem hard to rationalize … Read more.
The market just posted its best week of the year as investors seemed to grasp that the Federal Reserve’s known rate cuts trumped the unknowns from either Presidential candidate, plus whatever Iran had in mind as payback would not be … Read more.
Someone wrote last week that the situation in the market was ripe for a crash, reminiscent of the Crash of 1987. I lived through that, so I have some personal observations. Name: Thomas Arthur Bell Position: CEO Transaction Date: 2024-08-01 … Read more.
Someone wrote last week that the situation in the market was ripe for a crash, reminiscent of the Crash of 1987. I lived through that, so I have some personal observations. The Fed had been hiking rates into a rising … Read more.
I wrote last week that “The assassination attempt on Trump failed, but the Republican Convention succeeded in killing the Trump stock market rally. The week started on a positive note with almost a providential feel. Still, it began unraveling as … Read more.
The assassination attempt on Trump failed, but the Republican Convention succeeded in killing the Trump stock market rally. The week started on a positive note with almost a providential feel but began unraveling as market participants grappled with what a … Read more.
For now, the stock market seems to like the idea of a Trump presidency, as the Biden campaign and Democrats spiraled precariusly lower like a helicopter crash landing. Notable Insider buying was nowhere to be found last week. I define … Read more.
For now, the stock market seems to like the idea of a Trump presidency, as the Biden campaign and Democrats spiraled precariusly lower like a helicopter crash landing. Name: Robert Holmes Swan Position: Director Transaction Date: 2023-06-28 Shares Bought: 2,941 … Read more.
In addition to the lack of insider buying, there was a Presidential debate last week between a sitting President with a blank stare and an ex-President who has shown us he will stop at nothing to stay President. Somehow, the … Read more.
It’s that familiar time of year again when insiders are blocked from transacting in their own stock due to pending 2nd quarter earnings. At least two of the notable buys were stocks The Insiders Fund is already pretty heavily invested … Read more.
The post took a backseat to Father’s Day last week. Looking closely, you can see me with DJI FPV goggles next to my son at Tunnel Park. In the background, the sun sets over Antelope Island in the Great Salt … Read more.
It’s that familiar time of year again when insiders are blocked from transacting in their own stock. The posts will be light for the next few weeks as companies on the calendar year prepare to report Q2 earnings. The blackout … Read more.
If you haven’t been to the Sphere in Vegas, go now. It’s a marvel, and probably no better way to show it off with a light show from the Dead & Company, now playing at the Sphere. I got two … Read more.
The blog is a work in progress, like a public journal/filing system. Most of the quarterly earnings are behind us, and it is heartening to see that insider buying has picked up a little. Could there be some value in … 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.
We are deep in the blackout period when most companies prohibit insiders from trading in their stock prior to quarterly earnings. It’s been ugly for the bulls, but there might be some green shoots. You can be an insider, too– … Read more.
We are deep in the blackout period when most companies prohibit insiders from trading in their stock prior to quarterly earnings. It’s been ugly out there for the bulls. Name: Vincent P. DiFronzo Position: EVP,-Air Force & Comb Commands Transaction … Read more.
Something significant is happening when staid Dell Technologies is up 31% on its latest quarterly earnings. A massive uptick in capex spending is underway, directly attributable to the stampede to embrace AI. Name: Jeffrey A. Davis Position: Chief Financial Officer … Read more.
An arms race is just beginning, but it’s not the traditional weapons of war. Artificial intelligence is the most disruptive technology to come along since the Internet. Large language models like Open AI’s ChatGPT are the machine learning equivalent of … 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.
I’ve been struggling to explain the speculative frenzy I sense in the markets. Stocks routinely go up and down 20% on earnings or even something as trivial as an analyst upgrade or downgrade yet the underlying market seems calm, benign … 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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