Insider Buying Week 06-20-25

Never a dull moment in the Trump show.  Insiders like most investors are on the sidelines watching the show. Name: Kirk L. Johnson Position: Executive Vice President Transaction Date: 06-16-2025  Shares Bought: 5,300 shares an Average Price Paid of $94.24 for Cost: $499,472 Company: ConocoPhillips (COP): ConocoPhillips is an independent exploration and production company headquartered in Houston, Texas, with operations across 13 countries. The company maintains a diverse, low-cost-of-supply portfolio that includes resource-rich unconventional plays in North America, conventional assets in North America, Europe, Africa, and Asia, liquefied natural gas (LNG) projects, Canadian oil sands, and a range of global … Read more

Insider Buying 12-27-24 Christmas and Hanukkah falling on the same day can be seen as a fleeting symbol of unity and peace

Christmas and Hanukkah falling on the same day can be seen as a fleeting symbol of unity and peace—or simply a coincidence between the Gregorian and lunar calendars. This holiday week is expected to be quiet, yet there’s an underlying sense of caution: even a brief lapse in attention could prove risky, whether markets surge upward or tumble downward. Volatility is on the rise, and as the Trump inauguration approaches, it seems increasingly likely that there has been a fundamental misinterpretation of the so-called “mandate” from the American people. The coming days promise turbulence—brace yourself, because the ride could get … Read more

Insider Buying 12-20-24 Fill up the Tank Volatility Right On Cue

Its been a stunning collapse of the premier oil and gas companies stock prices since Trump’s election. You would think that an industry so overwhelmingly Republican and a President so enamored with drilling for oil would be a combustible combination . It’s just the opposite. It’s hard to believe that history can repeat itself right on cue as energy stocks were the laggards of the last Trump administration. With EV investment tax credits likely to disappear, with a President whose platform is “drill baby drill” you would think there would be at least some Holiday Season joy in the oil … Read more

The Fed has a Hammer but needs a Scalpel Insider Buying Week 2-24-23

It’s a commonly held view amongst market strategists that the Fed follows interest rates, not determines them. You don’t have to look very far to see plenty of evidence of that.  It’s a quiet conspiracy amongst talking heads and futures markets that economic events and statistics are immediately reflected in real-time price action in the bond markets, dot plots, and other dynamic markets. The Fed will often talk up its view, and by the time they do take some action on rates, it’s hardly a surprise. This is, of course, by design. The Powell Fed believes in transparency and no … Read more