The market has not had much love for anything other than the downstream recipients of the largest capex investment boom in history, the semiconductor supply chain. We continue to track insider buys but it seems like a fools errand. I … Read more.
This market attempts to go down but the buying is resilient. One has to believe that the individual investors has so much more influence in this era than in the past. Just look at the allocation Elon Musk is rumored … Read more.
Someone wrote last week that the situation in the market was ripe for a crash, reminiscent of the Crash of 1987. I lived through that, so I have some personal observations. Name: Thomas Arthur Bell Position: CEO Transaction Date: 2024-08-01 … Read more.
Animal spirits returned in force last week. The average insider returned 7.96% and a median return of 6.61%. The S&P 500 scorched 3.97%. The safe money crowd collecting their guaranteed 4%-5% is near the half-year point. They’ve earned a little … Read more.
It’s all AI, Chat GPT, large langauge models, and generative image models. Nvidia’s blowout quarter and guidance sent the market into a bull run seizure moment. Meanwhile, you hear more and more stories about fake information generated by this “breakthrough … Read more.
Curious how well insiders are doing with their buys? Scroll the significant buys of the last year. I wrote last week that “For many people, the obvious response is to buy nothing, do nothing until the bear market is … Read more.
The Insomniac Hedge Fund Guy
The Insomniac Hedge Fund Guy provides market macro-analytics and public-file aggregation models for data-tracking purposes. Content should not be treated as individualized investment advice or a professional financial-planning directive. Past performance does not guarantee future performance cycles.
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