NASDAQ INC

Insider Buying Week 02-20-26 Average Return 1.75% The Waiting Game Bytes to Kilowatts

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So far the year is shaping up completely predictable. Last year’s winners or this year’s laggards. The AI trade has moved from the Capex spenders to the Capex beneficiaries.  Let’s call it bytes to kilowatts.  Notable insiders, not just any insiders but the ones that we identify as notable purchases moderately outperformed popular indices last week.  There is a lot of pain but it’s masked by the notable outperformance of the S&P 500 minus the MAG 7.  RSP over S&P. Name: Robert G. Ashe Position: Director Transaction Date: 02-18-2026  Shares Bought: 3,681 shares an Average Price Paid of $543.21 for … Read more

Insider Buying Week 8-04-23 Hydrocarbons Make the Modern World Modern

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Oil and gas have been the best-performing sector in the market for the last couple of weeks. There is much talk about an oil surplus, and economic weakness in China, the world’s largest petroleum consumer.  Analysts are often too deep in the woods to see the trees.  It is true that Opec et al. Russia fiddle with the supply of oil in an attempt to manipulate the price, but it is equally true that every industrialized economy attempts to influence the price, supply, and consumption of the world’s most important commodity. For example, The U.S. sold off its Strategic Petroleum … Read more

Insider Buying Week 6-16-23

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Stock markets don’t go up every day, or do they? Friday might have been the crack in the armor as the generals sold off a bit. It’s hard to imagine what will bring the market down in the near term other than a bout of profit-taking in the big tech stocks that have run on AI mania. Of course, there are always black swans landing in unanticipated places, but a market being overvalued has never been a reliable case for a sell-off. That’s always a dicey proposition, thinking like that, but the bull is out in the pasture- there’s no … Read more