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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 02-27-26 WAR Street Bargains Average Insider Return 5.7%

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War adds a new calculus.  Predictable trends crumble in the face of the unpredictable nature of war. I can’t imagine it leading to anything significant enough to disrupt the market.  If this war is over in days or a few weeks, expect a rally. If it lingers on for months, then this is a different game board. Gold Up, Oil up, Dollar stable or up, defense stocks strong.  Insiders don’t play these kind of macro events as their crystal ball is no better than anyone else. We focus on reading the tea leaves left by these insiders.  Average weekly return … Read more

Insider Buying Week 11-14-25 the Busiest Week of the Year

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This was the busiest week we’ve seen this year for insider buying. You hear a lot about what a great year the market is having but the buyers of these stocks would vehemently disagree.  There are 61 buys we are monitoring and 55 of them are in negative territory for the year. Insiders are the consummate value buyer, preferring to invest in their own company’s stock when it is on sale.  Sometimes that might be taking a bullet for the team or trying to paint the tape.  But when they buy in size with their own money, it’s likely they … 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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