Insider Buying 03-14-25 Nothing Good Happens Below the 200 Day Moving Average

CHAOS 2.0 seems to be morphing into Insanity 1.0.  Consumer confidence is plunging, businesses are scrambling for direction, and the world seems like a far more dangerous place as we turn allies into enemies.  The stock market is a giant real time voting machine, imperfect and prone to panic just like real people.  The 1st Quarter is coming to a close which also means insiders are blacked out from buying their stock.  Living below the 200-day moving average is a constant struggle between doubt and conviction. Without insiders confirming our decisions, it will be even more challenging than normal. The … Read more

Insider Buying Week 11-15-24- Animal Spirits are Back!

After weeks of nonexistent insider buying, other than hedge funds which I generally dismiss as informed but not that meaningful OPM other people’s money, insiders have come back with a vengeance.  Some likely unleashed by Trump’s change of regime optimism, while others were likely motivated as the market prematurely selected winners and losers. Centene insiders began buying shares shortly after the election results raised concerns about government funding for healthcare. Enphase, already struggling, faced further declines as solar energy incentives came into question. Meanwhile, semiconductor stocks, with the sole exception of Nvidia, are dropping sharply due to the potential reintroduction … Read more