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…

by Ambreen Shaikh

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…

by Harvey Sax

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…

by Harvey Sax

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…

by Harvey Sax

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…

by Harvey Sax

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…

by Harvey Sax

Insider Buying 02-14-25 Buyers Coming Back as Blackout Abates and Uncertainty Rocks Stocks

February 15, 2025ADVANCED MICRO DEVICES INC,$SYNA,$MTH,$BDX,$AMCR,$AMD,SYNAPTICS Inc,PFIZER INC,Meritage Homes CORP,HUNTINGTON INGALLS INDUSTRIES INC.,Helmerich & Payne Inc.,BECTON DICKINSON & CO,BEAZER HOMES USA INC,Amcor plc,MTCH,Match Group Inc,Oracle Corp,Occidental Petroleum Corp,HII,BZH,HP,OXY,ORCL,PFEThe Insider Report,The Insiders Fund Not So Daily Digest,Trading Ideas,Articles & Letters

As Q4 earnings announcements start to wind down, we would expect to see a pickup in insider activity. We are seeing that, particularly in sectors that have sold off in anticipation of possible Trump…

by Harvey Sax

Insider Buying 02-07-25 The Frenzy Underneath Continues

February 6, 2025MUR,MRK,GM,$ALLY,General Motors Co,Ally Financial Inc.,RLI CORP,ASHLAND INC.,JETBLUE AIRWAYS CORP,MBX Biosciences Inc.,MURPHY OIL CORP,Merck & Co. Inc.,$ASH,$JBLU,$MBXThe Insiders Fund Not So Daily Digest

Screw theVIX, its become irrelvant until it doesn'. and it certainly doesn't seem to matter now.The market did not look pretty last week, and Friday's consumer sentiment confirmed it.  People poll…

by Ambreen Shaikh

Insider Buying 01-31-25 Deep Seek near Zero Chance it didn't short Nvidia

February 1, 2025GM,$ALLY,General Motors Co,ADOBE Inc,$ADBE,Ally Financial Inc.,RLI CORP,$RLIThe Insiders Fund Not So Daily Digest

The market had it's fugazi moment last week, when the world in one resounding mini crash concluded Nvidia might have limits on its unfettered growth and reign supreme. Skepticism is healthy. Analysts…

by Harvey Sax

Insider Buying 01-24-25 Contrarian Investors Pay Attention

January 23, 2025UNH,RxSight Inc,$RXST,ASA Gold & Precious Metals Ltd,$ASA,MEXICO FUND INC,UNITEDHEALTH GROUP INC,$MXFThe Insiders Fund Not So Daily Digest

The market made new highs last week. The NFIB Small Business Optimism Index rose by 3.4 points in December to 105.1, the second consecutive month above the 51-year average of 98 and the highest…

by Harvey Sax