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One way this is not like 2008, Insiders are NOT Buying -Insider Buying Week 3-10-23

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This is LIKE 2008, contrary to what you may have heard about the recent Silicon Valley Bank failure.   Banks either don’t want to pay competitive deposit rates or can’t.  Competing with Fed Chairman Powel’s ~5%  treasuries is hard. Actually no banks can compete with it. Vast sums are being withdrawn from the banking system. Ironically the stock market is on the only place you will be able to compete with the yield crisis that the Fed is precipitating.  Many solid companies are paying good dividends with the likely prospect of raising them.  So tell me, how is this not like … Read more

‘t want to go down.

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Despite the best efforts of banking emperors like Jamie Dimon of JP Morgan or all-knowing market strategists like Mike Wilson of Morgan Stanley, this stock market refuses to go down.  Last week’s market rally has already numbed the pain from February’s losses. The bulls are stomping their hoofed feet at the fences, dying to bust out. An insomniac lies awake at night, Puzzling over a conundrum so tight; the answer eludes them, it’s out of sight, And the puzzle keeps them up till daylight. They toss and turn, and they try to sleep, But the puzzle is just too deep; … 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

First Carvana now Cassava Short Sellers get Mauled Insider Buying Week 8-19-22

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“All good things come to an end,” so the saying goes. They don’t all come to an end bumping up against the 200-day moving average, though. The historic run in the market began to look just like a bear market rally with Friday’s across-the-board sell-off. The market notched its first losing week in the last five. This week had something very everyone. Short sellers got slaughtered betting against Carvana and Cassava but got their reprieve with the news that Ryan Cohen dumped his Bed Bath and Beyond.  BBBY cratered 40%, meme stocks like AMC and GameStop got crushed, and Bitcon … Read more

Insider Buying Week 8-5-22 CARVANA NIRVANA

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  Curious how well insiders are doing with their buys? The Insider Report hit the ball out of the park Friday, August 5th. We hope you were in the stands with us to watch Carvana CVNA soar out of the stadium, up 40%. We have blogged about it several times in the Insiders Report. Numerous short sellers were saying that CVNA was going to go bust, and it reportedly had a short ratio of 40%, one of the largest out there. That means 40% of the holders of Carvana were betting it would go down, not up. Today they felt a … Read more

Insider Buying Week 7-29-22

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Curious how well insiders are doing with their buys? Scroll through the significant buys of the last year. It’s nice being right. It’s better to make money at it. We did both last week. Over the last two weeks, I’ve mentioned the market seemed to be discounting bad news as many stocks stopped going down on lackluster earnings. Well, last week, it broke out into a full bull on rampage. The S&P 500 rose 4.08% on the week, and on Wednesday, when the Fed announced a 3/4/% interest rate hike, the NASDAQ  spiked up 4.1%, its biggest move since 2020. … Read more

Insider Buying Week 7-22-22

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  Curious how well insiders are doing with their buys? Scroll through the significant buys of the last year. I sound like a broken record. The market seems like it’s stabilizing, up over 2% last week.  Behind the scenes, the war in Europe is the 800-pound gorilla. Is the grain deal Turkey brokered in negotiation with Russia and Ukraine the beginning of the end? Interest rates have stopped rising despite all the tough talk from the Fed. We’ll see this week if they have the stomach for a full point increase in the  Fed’s funds rate or will they wimp … Read more

Insider Buying Week 7-15-22

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  Curious how well insiders are doing with their buys? Scroll through the significant buys of the last year. The market seems like it’s stabilizing, although, behind the scenes, the war in Europe is the 800-pound gorilla threatening to take a turn for the worse. Interest rates have stopped rising in spite of all the tough talk from the Fed. At least the long part of the yield curve is stable, although many economists and market pundits say that’s because the curve is inverting, sending classic recessionary signals. There’s no question that consumers are slowing down their spending binge but … Read more

Insider Buying Week 7-8-22

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  Curious how well insiders are doing with their buys? Scroll through the significant buys of the last year. The market retraced some of last months loss, the S&P 500 rallying a little over 2.6% in front of the wave of upcoming quarterly earnings reports. The Fed minutes from last month were released and the long end of the yield lost some of its recent rally. I still believe we’ve seen the bottom in long term bonds for the Summer as the specter of recession gets worse with plunging consumer confidence.  West Texas crude made an attempt at stabilizing around … Read more

More Insiders are Buying but the Selling is Relentless 3-4-22

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  Curious how well insiders are doing with their buys? Scroll the significant buys of the last year. All bear markets end in a crescendo, literally an explosion of insider buying.  I believe we are in a classic bear market.  The signposts are obvious.  Beat and raise quarters are met with yawns if not outright sell-offs. Good news is met with brief bouts of buying but soon dissipates into the underlying negative downward trend.  Of course, there are always stocks that work even in a bear market but it is much harder making money on the long side than it … Read more