Insider Buying Week 04-18-25 Quiet after the Flip Flop
April 20, 2025gs,DAL,Delta Air Lines Inc,Sinclair Inc.,$SBGI,GOLDMAN SACHS GROUP INCThe Insiders Fund Not So Daily Digest
What a great time to be an insider. Every bear market since 2001 has only ended with a plethora, a tsunami of insider buying. Nothing like that has yet happened but this is where you will hear about…
Insider Buying Week 04-11-25 Every Bear Market Ends with a Tsunami of Insider Buying
April 13, 2025DOLLAR TREE INC,$TECX,$CRWV,$RNAC,$AMAT,Tectonic Therapeutic Inc.,MSC INDUSTRIAL DIRECT CO INC,CoreWeave Inc.,Cartesian Therapeutics Inc.,APPLIED MATERIALS INC,$SBGI,Sinclair Inc.,$WYNN,WYNN RESORTS LTD,Salesforce Inc,CRM,$DOMO,$NKE,Science Applications International Corp,Savara Inc,$SVRA,Agree Realty Corp,Petco Health & Wellness Company Inc,$WOOF,$MSM,$SAIC,ADC,DLTRThe Insiders Fund Not So Daily Digest
What a great time to be an insider. Every bear market since 2001 has only ended with a plethora, a tsunami of insider buying. Nothing like that has yet happened. Pay close attention to what Insiders…
Insider Buying Week 04-04-25 Provides No Hope for Bulls
April 6, 2025CRM,DLTR,$SAIC,$WOOF,Petco Health & Wellness Company Inc,$SVRA,Savara Inc,Science Applications International Corp,DOMO INC,$DOMO,DOLLAR TREE INC,Salesforce IncThe Insiders Fund Not So Daily Digest
As measured by the S&P 500, the market declined by 9.1% last week, its worst performance since the Covid crash in March 2020. And like Covid, it felt as if we were at the beginning of something…
A Primer on Market Melt Downs
April 4, 2025The Insiders Fund Not So Daily Digest
Nothing in this post should be viewed as a solicitation for investment. Past performance is no guarantee of future results. Historic patterns are useful for reference.
Insider Buying 03-28-25 Stagflation is the Game. Confidence has been Shattered
March 30, 2025$WYNN,$PRLD,$MAGN,$FLOC,$ADSK,Prelude Therapeutics Inc,Ulta Beauty Inc.,Magnera Corp,Flowco Holdings Inc.,Autodesk Inc.,Armada Hoffler Properties Inc.,ULTA,WYNN RESORTS LTD,F&G Annuities & Life Inc,IMMR,IMMERSION CORP,Immunome Inc,$IMNM,AHH,FGThe Insiders Fund Not So Daily Digest
The market as measured by the S&P 500 shed 1.53% last month. The dollar was down, gold up. There seems be a pattern here. Money is voting in real time and it's leaving the stock market. This…
Insider Buying 03-21-25 Volatility Collapses for the Moment
March 23, 2025FORUM ENERGY TECHNOLOGIES INC,$SON,$HD,SONOCO PRODUCTS CO,HOME DEPOT INC.,Advanced Flower Capital Inc.,$SBGI,Sinclair Inc.,$OMCL,OMNICELL INC,$FET,$AFCG,$CMPR,CIMPRESS plc,$ADBE,ADOBE Inc,$WEST,Westrock Coffee CoThe Insiders Fund Not So Daily Digest
Insanity 1.0 moved the market all of 1/2% last week. As much as we'd like to think the world as we know it is collapsing around us, it's volatility that is collapsing, for the moment at least. The…
Insider Buying 03-14-25 Nothing Good Happens Below the 200 Day Moving Average
March 16, 2025Heidrick & Struggles International Inc,$UPBD,$SBGI,$IE,$BIGC,UPBOUND GROUP INC.,WillScot Holdings Corp,Sinclair Inc.,MPLX LP,Ivanhoe Electric Inc.,BigCommerce Holdings Inc.,$MTH,Meritage Homes CORP,Ultra Clean Holdings Inc.,$HSII,MPLX,$ACA,Arcosa Inc,ADVANCE AUTO PARTS INC,$FMC,FMC CORP,LAKELAND FINANCIAL CORP,$CE,Celanese Corp,AAP,LKFN,UCTT,WSCThe Insiders Fund Not So Daily Digest
CHAOS 2.0 seems to be morphing into Insanity 1.0. Consumer confidence is plunging, businesses are scrambling for direction, and the world seems like a far more dangerous place as we turn allies into…
Insider Buying 03-07-25 Chaos-2.0 Treasure Hunt Continues
March 4, 2025Taboola.com Ltd.,TREACE MEDICAL CONCEPTS INC,$TMCI,FTAI Aviation Ltd,$FTAI,Salesforce Inc,KRATOS DEFENSE & SECURITY SOLUTIONS INC.,MasterBrand Inc,$MBC,Permian Resources Corp,$PR,Diamondback Energy Inc.,$FANG,MURPHY OIL CORP,$SEDG,$TBLA,SEMPRA,Clear Channel Outdoor Holdings Inc.,Fulgent Genetics Inc.,Moderna Inc.,MODINE MANUFACTURING CO,OLD DOMINION FREIGHT LINE INC.,Walker & Dunlop Inc.,ZIFF DAVIS INC.,$FLGT,$MOD,$ODFL,$ZD,$HUN,CRM,STRA,XRAY,BHVN,CCO,SRE,WD,$PSN,$MRNA,Parsons Corp,Strategic Education Inc,Dentsply Sirona Inc,Huntsman CORP,MUR,Cable One Inc.,$CABO,Biohaven Ltd.,$KTOS,Grocery Outlet Holding Corp,$GO,Ameresco Inc,$AMRC,SOLAREDGE TECHNOLOGIES INC.,TRIMAS CORP,$TRSThe Insiders Fund Not So Daily Digest
CHAOS 2.0 unfolds as expected with a sharp drop in interest rates as market participants pivot from worrying about inflation to crumbling public sentiment and the likelihood of rising unemployment…
Insider Buying 02-28-25 Be Fearful When Others Are Greedy and Greedy When Others Are Fearful
February 26, 2025SKYWORKS SOLUTIONS INC,$TBLA,$SM,$TXG,$ACDC,$MITK,Taboola.com Ltd.,SM Energy Co,Resideo Technologies Inc.,10x Genomics Inc.,ProFrac Holding Corp,Mitek Systems Inc,Arcus Biosciences Inc.,American Financial Group Inc,HUNTINGTON INGALLS INDUSTRIES INC.,$SWKS,MSCI,MSCI Inc,$CECO,CECO ENVIRONMENTAL CORP,$MTDR,Matador Resources Co,ZEBRA TECHNOLOGIES CORP,$PRG,PROG Holdings Inc.,$AFG,HII,REZI,RCUS,ZBRAThe Insiders Fund Not So Daily Digest
CHAOS 2.0 unfolds as expected with a sharp drop in interest rates as market participants pivot from worrying about inflation to crumbling public sentiment and the likelihood of rising unemployment…
Insider Buying 02-21-25 Welcome to Chaos 2.0
February 20, 2025Amcor plc,$WYNN,$NE,$MRP,$ESOA,$CMCO,$APPF,WYNN RESORTS LTD,Noble Corp plc,Millrose Properties Inc.,Energy Services of America CORP,COLUMBUS LAUKIEN CORP,APPFOLIO INC,AMERICAN INTERNATIONAL GROUP INC.,$AMCR,AIG,Bruker Corp. $BRKR,CVS HEALTH Corp,CHARLES RIVER LABORATORIES INTERNATIONAL Inc,$ALLE,Allegion plc,Hanesbrands Inc,Fluence Energy Inc,$FLNC,NGL Energy Partners LP,$HBI,$CRL,NGL,CVSThe Insiders Fund Not So Daily Digest
I refer to the first Trump administration as Chaos 1.0. Many good things can come from disruption but generally the markets like predictability and order. It was only a worldwide pandemic that…