COO

Insider Buying Week 12-19-25 Waiting on Godot? the Santa Claus Rally?

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The AI trade is on, it’s off. I feel like I’m leaving in two realities. One where the plane is flying along and as soon as the AI Capex cycle hits a speed bump, the plane lurches into stall speed. The other one, completely divorced from the Capex cycle is entirely dependent on stock market levitation and the wealth effect. It’s interest rates not AI.  Of course there is a wealth gap chasm in between- and most of us live there. The change is coming. The current low VIX is just the quiet before the cannon fire. Be ready to … Read more

The Willing Suspension of Disbelief- Insiders are Scarce Week Ending July 10th

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 Insiders buys were far and few in between last week. You can see them at this link to the trades- The most notable and outlandish was Harold Hamm’s monster buy of $47.6 Million of Continental Resources CLR at $17.77.  This is all the more remarkable since June, Hamm has bought $178 Million of this beleaguered oil and gas Bakken fracking pioneer.  Hamm has tons of this stock. Hamm is a big supporter of Trump who as much as he professes his love for the industry, the price of crude has cratered on his regime. Perhaps he feels oil will … Read more

”t forget the Covid-19 test kit $QDEL Insider Buying Week of 6-19-20

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These are the insider buys that matter for last week. For real time insider alerts subscribe to our Twitter at https://twitter.com/theinsidersfund.  When insiders buy, stocks make knee jerk moves up. The best time period to make bank is the next three days, perhaps five and then the prior trend sets in.  Follow us on Twitter for the names we take an interest in. This week’s top movers are Camping World Holdings up 27.03% and Quidel, up 29.88% The average 3 day gain was 5.25% and holding just three days longer pushed it to 8.04%.  If there is no 5 day … Read more