$VPG

‘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

The Fed has a Hammer but needs a Scalpel Insider Buying Week 2-24-23

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It’s a commonly held view amongst market strategists that the Fed follows interest rates, not determines them. You don’t have to look very far to see plenty of evidence of that.  It’s a quiet conspiracy amongst talking heads and futures markets that economic events and statistics are immediately reflected in real-time price action in the bond markets, dot plots, and other dynamic markets. The Fed will often talk up its view, and by the time they do take some action on rates, it’s hardly a surprise. This is, of course, by design. The Powell Fed believes in transparency and no … 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

Insider Buying Week 5-26-22 Best Week Since November 2020

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  Curious how well insiders are doing with their buys? Scroll through the significant buys of the last year. The S&P 500 scorched the short-sellers, racking up the best performing since November 2020, up an astounding 6.19% for the week. So is this the all-clear sign?  We wrote last week a Temporary Truce in the Alpha War Zone that the insider buying sell ratio in the NASDAQ stocks looked like it had reached a short-term buy signal.  I hope you were able to take advantage of that. There will probably be a little carry through from such a big move … Read more

Insider Buying week 02-25-22 Yes, there is now Blood on the Streets

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  Curious how well insiders are doing with their buys? Scroll the significant buys of the last year. Figuring out the next move in the market has moved into the realms of multidimensional chess playing with cross-currents upon cross-currents swirling below one another, colliding into one another. Just look at the Fed’s dilemma now trying to tighten monetary policy in the face of a potential global conflict.   Putin has unleashed his single-handed insane determination to change the world order. No one knows where this goes and how it ends. Ultimately this war could trump all news but for now, … Read more

Insider Buying week 12-03-21 -Let me Count the Ways I Hate SPACS

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Curious how well insiders are doing with their buys? Click on this link or image above to scroll the significant buys of the last year. I’ve been monitoring insider behavior and how it impacts stock prices for about as long as anyone out there I haven’t seen much that shocks me or changes my perception of the usefulness of this information.  Now I have.  Normally significant insider buying will put a floor on a down-trending stock.  That’s changed with SPACS.  No matter how encouraging the news is or robust the insider buying is, when you have big shareholders waiting in … Read more

The World Health Organization (WHO) confirmed it skipped the Greek letters “nu” and “xi” in naming its new COVID-19 variant, which it dubbed the “omicron” variant.

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Curious how well insiders are doing with their buys? Click on this link or image above to scroll the significant buys of the last year. Insiders were coming back in a pretty big way and then the virus redux hit on Friday.  Does it change anything?  It’s too early to read anything into it as insider buying will have as much as a 48 hour lag to real-world events as the SEC requires insiders to post their transactions within 2 days of making a purchase or sale.  We’ll know more by the end. of next week if the newest Covid … Read more

A Busy Week of Insider Buying 8-20-21 and $CASI, a 10 bagger in 2 Years

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For trade, details click on this link to the trades.  If there’s one name on this list that I think offers extraordinary opportunity, it would be Casi Pharmaceuticals. It’s been a painful holding for us but take a look at our analysis. CASI looks like a 10 bagger in two years or less. There is something very different now about this stock market than the one we started the year with.  There has been a steady collapse in speculative fervor across the entire market.  You only have to look at the embodiment of it, notable fund manager superstar, Kathie Woods … Read more

Insider buys were up 9.22% versus the S&P 500 up 2.16% for Week Ending November 13th

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For trade details click on this link to the trades Integer Holdings Corp up 19.94% ViewRay Inc. up 20.92% Camping World Holdings Inc. up 14.05% Magellan Midstream Partners L.P. up 12.94% Aon plc up 9.64% CALIX INC up 9.59% BlackRock Capital Investment Corp up 8.98% PARSONS CORP up 9.29% LIONS GATE ENTERTAINMENT CORP up 6.63% GREEN DOT CORP up 4.80% Vishay Precision Group Inc. up 5.37% ASSURANT Inc up 4.47% VERTEX PHARMACEUTICALS INC up 3.75% TUPPERWARE BRANDS CORP up 3.49% Dun & Bradstreet Holdings Inc. up 4.14% Hanesbrands Inc. up 1.73% NEW RELIC Inc up 1.02% LOUISIANA-PACIFIC CORP down -0.57% … Read more