$FISV

Insider Buying Week 06-19-26 The Tail That Wags the Dog: How Hyper-Scaler Capex Left the Rest of the Market in the Dust

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Look beneath the surface of the major indices today, and you will find an equity market marked by deep structural fragmentation. Despite a veneer of broad-based health, capital flows tell a completely different story—one dominated by an unprecedented concentration of infrastructure spending that is starving almost every other sector of momentum. This week’s insider buying reflects that same concentration, with notable purchases clustered in semiconductors, enterprise software, and fintech. The Greatest Capex Boom in History We are currently witnessing what can only be described as the largest capital expenditure boom in economic history. The world’s dominant hyper-scalers have effectively turned … Read more

Insider Buying Week 12-05-25 Is the Current Low VIX the Quiet before the Cannon Fire?

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The market sustained its upward trend, advancing by 0.44%. The Nasdaq Composite demonstrated stronger performance, rising by 0.91%. The previous volatility spike in November appears distant, as the VIX has reached historic lows. While portfolio insurance may seem cost-effective in this environment, it is important to consider the current context.  Insurance never looks cheap when you need it and when it is cheap, you rarely need it.   Thus the goldilocks moment we are in. Insider purchases, which often serve as confidence indicators, are unavailable during the blackout period, which occurs at the end of each quarter before required filings are … Read more

The World Health Organization (WHO) confirmed it skipped the Greek letters “nu” and “xi” in naming its new COVID-19 variant, which it dubbed the “omicron” variant.

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Curious how well insiders are doing with their buys? Click on this link or image above to scroll the significant buys of the last year. Insiders were coming back in a pretty big way and then the virus redux hit on Friday.  Does it change anything?  It’s too early to read anything into it as insider buying will have as much as a 48 hour lag to real-world events as the SEC requires insiders to post their transactions within 2 days of making a purchase or sale.  We’ll know more by the end. of next week if the newest Covid … Read more

Yields Collapsed- Stocks Soared Insider Buying week 11-5-21 the Race to the Finish

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Curious how well insiders are doing with their buys? Click on this link or image above to scroll the significant buys of the last year. 3 Intel birds, 2 Dow Doves, and Archer Aviation in a Pear Tree, on the fourth day of Christmas my true love sent to me:  The shelves might be bare in some stores this XMAS season but there is nothing short of miraculous how the stock market does nothing but power higher. The performance race to the finish we highlighted two weeks ago is game on.  We’ve got a few names to analyze this week … Read more

Insider Buying picks up Last Week- 57 Buys in 41 Different Companies

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For trade, details click on this link to the trades.  Wow- Insiders are coming back with a vengeance. The S&P was up 0.71% for the week ending the week with new highs on the S&P 500, the Dow, and the QQQ indices. Insiders returned to the playing field with an average return of 2.67% for the week, easily beating the market.  In this blog post, we analyze, 57 insider buys in about 41 different companies. Now you know what I didn’t do with my weekend.  We highlight the insider purchases that stood out, mostly over $200k and personal money, not … Read more

"The insomniac hedge fund guy" is a moniker Harvey Sax, the portfolio manager for The Insiders Fund has used from time to time on email, blog , and social media posts. While Mr. Sax is the portfolio manager of The Insiders Fund, these posts are not communications from, nor endorsed by, Alpha Wealth Funds, LLC or any of its managed funds. References to Alpha Wealth Funds or its affiliates are for identification only and do not imply sponsorship or approval. All registered trademarks herein are the property of their respective owners.

© 2026 Insomniac Hedge Fund Guy

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