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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 3-11-22

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Curious how well insiders are doing with their buys?  Scroll the significant buys of the last year. And what to do about the Russian Ukraine war. It will get worse and it will drag China into an ever-deepening conflict with the West and Democratic regimes. The declaration of mutual support that Russia and China published in a 5000-word memorandum entitled Joint Statement of the Russian Federation and the People’s Republic of China on the International Relations Entering a New Era and the Global Sustainable Development was reminiscent of the Axis power alignment with Germany and Japan at the onset of WWII. If we’re headed to WWW3 is that a reason … Read more

Insider Buying week 8-27-21

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For trade, details click on this link to the trades.  I had a dream Friday morning about the stock market. I yelled out in my sleep, “everything is going up.” I woke up and it pretty much did exactly that. In a good market, almost all trades bounce sharply but the stickiness and real progress from there are what you have to measure. Perhaps deduct 4 or 5 percent from all the posted returns to determine your likely return as getting them at the same price or lower than the insider’s purchase cost is difficult to do since they almost … 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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