IMMR

Insider Buying 03-28-25 Stagflation is the Game. Confidence has been Shattered

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The market as measured by the S&P 500 shed 1.53% last month. The dollar was down, gold up. There seems be a pattern here. Money is voting in real time and it’s leaving the stock market.  This looks to me like the opposite of a virtuous cycle. Instead, a vicious cycle is developing a loop of negative events that reinforce and worsen each other. I suspect as the quarter ends, there will be a steady drum beat of lowered earnings expectations.   Consumer confidence is falling at historic rates and business animal spirits are retreating with their tails between their legs. … Read more

Insider Buying Week 08-30-24 A Return Visit to Inhibrx Biosciences

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Insiders buy their stock when they think it’s cheap or sometimes when they want to keep their jobs. The investor must figure out that difference.  There are a few names I’d venture to short on this list if the Vig is not too high.  There are a few names that offer compelling narratives, if not fundamentals.  You can be an insider, too– by clicking here   Name: Gary L Hinkle Position: Director Transaction Date: 2024-08-23 Shares Bought: 5,000 Average Price Paid: $68.09 Cost: $340,450 Company: Burke & Herbert Financial Services Corp. (BHRB) Burke & Herbert Financial Services Corporation was formed … Read more

Insider Buying Week 9-7-22 The Seesaw was Heavy on the Short Side

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Curious how well insiders are doing with their buys? Scroll through the blog posts and see for yourself Last week, the market reversed its sour mood with a thunderous rally propelling the S&P 500 by 3.52%. Our insider buys did even better, notching an average of 5.73% returns. Heavily shorted stock, no matter how poor their prospects doubled that. It was the classic case of everybody on the same side of the seesaw.  In keeping with the old adage, the market will figure out how to screw most people most of the time.   Name: Robert J Mylod Jr Position: … Read more

The Bear enters the Blackout Period in the Cruelest Month of the Year Insider Buying Week 9-2-22

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Curious how well insiders are doing with their buys? Scroll through the blog posts and see for yourself A few insiders stepped up and bought shares in their companies stock. We try to figure out why when just about anything you buy goes down.  With war raging in Europe, Russia weaponizing energy, the Fed on an aggressive tightening path, and the uncertainty of upcoming midterm elections, what’s there not to like? U.S. equities fell again on Friday, marking six continuous days of sell-offs, aided by the fears that the Federal Reserve would keep aggressively hiking interest rates to fight inflation, … Read more

Insider Buying Week 8-26-22 Jerome Powell Debuts at Jackson Hole as “Chucky “

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Curious how well insiders are doing with their buys? Scroll through the significant buys of the last year. Friday was a blood bath. The Dow dropped 1000 points. Jerome Powell played Chucky, the criminally insane doll that came to life.  With stunning, chameleon-like performance, he morphed into Paul Volcker, warning the investment community about the pernicious destructive nature of inflation.  Volcker is the Fed Chairman that was famous for crushing the inflation of the 1970s by running interest rates into the high teen percentage points. I personally think it was the most boneheaded policy I’ve lived through. the economic equivalent … Read more

Insider Buying Week 6-3-22 In Comes the Earnings Blackout Period

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  Curious how well insiders are doing with their buys? Scroll through the significant buys of the last year. Only oil and gas stocks escaped the payback carnage on Friday.  We are getting closer and closer to the dreaded blackout period. A period where corporate insiders are prohibited from trading in their own stock. The one thing that buoys investor sentiment in a bear market is when insiders step up and purchase their own company’s stock. There will be less and less of this to report and short-sellers know this. They delight in capitulation and if there was ever a … Read more