Insider Buying Week 07-18-25- Summer Doldrums belie the Coming Storms

Very little insider buying the last two weeks but there is a bunch of selling. This market makes nervous but at the same time greedy.  With stocks making new highs, it’s dangerous for a money manager to sit out. I still find opportunity but it’s in a narrow crack I am looking through. The RSP equal weighted S&P 500 index has failed to keep up with the capitalization weighted S&P 500.  The divergence has started, and I expect it to broaden.  Investors are looking for exposure to AI and some Web 3.0 Stable coin crypto ideas. But it’s really AI.  … Read more

Spooky September Crushes the Market Insider Buying Week 09-06-24

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, the week Silicon Valley Bank collapsed. If you remember, the regional banking market was holding on by a thread until the Federal Reserve and Treasury changed the rules. It allowed banks unfettered liquidity, staving off a run on the entire banking industry, which would have forced many banks to take actual marks on their long-duration, underwater government bonds. That would … Read more