Insider Buying Week 4-7-23

April 8, 2023DOMO INC,$BFST,Business First Bancshares Inc,Walgreens Boots Alliance Inc,$PL,Planet Labs PBC,$FTCI,FTC Solar Inc,$LPG,DORIAN LPG LTD,$DOMO,$RBOT,Vicarious Surgical Inc.,theinsiderfund,BRT Apartments Corp.,$BRT,alphawealthfunds,insomniachedgefundguy,WBAThe Insider Report,The Insiders Fund Not So Daily Digest

Chairman Powell's scheme to put the inflation genie back in the bottle is unraveling fast.  He created a bank run last month, which according to Jamie Dimon, is far from over.  The next crack in the…

by Harvey Sax

The Bull Charges as Bears Run in Disbelief Insider Buying Week 3-31-23

April 2, 2023$SWX,Charles Schwab,Southwest Gas Holdings,Purple Innovation,Petco Health and Wellness,BRT Apartments,89bio Inc,$ETNB,United Natural Foods Inc,Paramount Group,F&G Annuities,Dollar Tree,Dollar General,$DG,$RBOT,Vicarious Surgical Inc.,$PGRE,theinsiderfund,$PRPL,$WOOF,$BRT,$SCHW,alphawealthfunds,insomniachedgefundguy,FG,DLTR,UNFIUncategorized

It may be the calm before the storm but the bulls are running. The Fed's rapid interest rate hikes came to a screeching halt last week. The Fed's favorite inflation indicator, the Personal…

by Harvey Sax

Bye Bye Jay Time for Another Chair Insider Buying Week 3-24-23

March 27, 2023CHART INDUSTRIES INC,Piedmont Office Realty Trust Inc.,$PDM,theinsiderfund,F&G Annuities & Life Inc,GREIF INC,Bankwell Financial Group Inc,$BWFG,ALLIANCE RESOURCE PARTNERS LP,$ARLP,COMSTOCK RESOURCES INC,Liberty Media Corp,$LSXMA,Oportun Financial Corp,$OPRT,Vitesse Energy Inc,$VTS,Walmart Inc,Wag! Group Co,$PET,$SCHW,WMT,CRK,EPD,VST,FG,RILY,GTLS,insomniachedgefundguy,alphawealthfunds,$GEF,schwab charles corp,$B. Riley Financial Inc.,$BRT,BRT Apartments Corp.,Vistra Corp,$HIPO,Hippo Holdings Inc,Enterprise Products Partners L.PTrading Ideas,The Insiders Fund Not So Daily Digest,The Insider Report

We are deep in the darkness, the earnings blackout period in which corporate insiders are restricted from buying their own shares. It's a perfect time for short sellers to prey on the frazzled nerves…

by Harvey Sax

Bank Execs Picking over the Carcasses Insider Buying Picks Up-Week 3-17-23

March 18, 2023$UMBF,First Savings Financial Group Inc,RE/MAX Holdings Inc,$BY,BYLINE BANCORP INC,$PACW,PACWEST BANCORP,$MCB,Metropolitan Bank Holding Corp,$GBCI,GLACIER BANCORP INC,$EWBC,EAST WEST BANCORP INC,FIRST FINANCIAL BANKSHARES INC,UMB FINANCIAL CORP,LAKELAND FINANCIAL CORP,CULLEN/FROST BANKERS INC,$SWX,Southwest Gas Holdings Inc,NEWELL BRANDS Inc,DEVON ENERGY CORP,CARMAX INC,GREIF INC,$QCRH,QCR HOLDINGS INC,$AXTA,RYAN SPECIALTY HOLDINGS INC,$MNK,Mallinckrodt plc,$FHB,FIRST HAWAIIAN INC,FEDERAL AGRICULTURAL MORTGAGE CORP,$LEU,CENTRUS ENERGY CORP,Capri Holdings Ltd,$BOKF,BOK FINANCIAL CORP,WILLIAMS COMPANIES INC,theinsiderfund,Axalta Coating Systems Ltd,$BWFG,Bankwell Financial Group Inc,$WTFC,WINTRUST FINANCIAL CORP,$SF,STIFEL FINANCIAL CORP,$BXMT,BLACKSTONE MORTGAGE TRUST INC,$STEL,Stellar Bancorp Inc,CPRI,$BANC,$SCHW,$GEF,NMFC,Banc of California Inc,alphawealthfunds,NWL,insomniachedgefundguy,FFIN,LKFN,KDP,FSFG,$AGM,AMG,WLKP,WMB,CFR,VST,DVN,CRK,OXY,Ryan,UAL,Fifth Third Bancorp,Crocs Inc,$FITB,$SLDP,Solid Power Inc.,COMSTOCK RESOURCES INC,United Airlines Holdings Inc.,New Mountain Finance Corp,schwab charles corp,$SOFI,SoFi Technologies Inc,Westlake Chemical Partners LP,Keurig Dr Pepper Inc,$CROX,Orion Engineered Carbons S.A.,$OEC,Guardant Health Inc,$GH,Sylvamo Corp,$SLVM,Affiliated Managers Group Inc,Vistra Corp,Enovix Corp,$ENVX,Occidental Petroleum CorpUncategorized

Insiders are the ultimate value buyer.  It's rare they buy at the top of the price chart but instead prefer to plumb the depths for the prize.  They are buying the banks you never heard of while…

by Harvey Sax

Federal Reserve Chairman Powell is a Dangerous man

March 17, 2023UMB FINANCIAL CORP,$PACW,PACWEST BANCORP,$MCB,Metropolitan Bank Holding Corp,$GBCI,GLACIER BANCORP INC,$EWBC,EAST WEST BANCORP INC,$UMBF,BYLINE BANCORP INC,LAKELAND FINANCIAL CORP,CULLEN/FROST BANKERS INC,$SWX,Southwest Gas Holdings Inc,NEWELL BRANDS Inc,DEVON ENERGY CORP,CARMAX INC,$QCRH,STIFEL FINANCIAL CORP,WILLIAMS COMPANIES INC,$AXTA,Axalta Coating Systems Ltd,$BWFG,Bankwell Financial Group Inc,$WTFC,WINTRUST FINANCIAL CORP,$SF,QCR HOLDINGS INC,$BXMT,BLACKSTONE MORTGAGE TRUST INC,$STEL,Stellar Bancorp Inc,FIRST FINANCIAL BANKSHARES INC,First Savings Financial Group Inc,RE/MAX Holdings Inc,$BY,FSFG,Occidental Petroleum Corp,$BANC,$SCHW,Banc of California Inc,alphawealthfunds,NWL,insomniachedgefundguy,FFIN,LKFN,$ENVX,WLKP,WMB,CFR,VST,DVN,CRK,OXY,Fifth Third Bancorp,Crocs Inc,theinsiderfund,$FITB,$SLDP,Solid Power Inc.,COMSTOCK RESOURCES INC,schwab charles corp,Westlake Chemical Partners LP,$CROX,Orion Engineered Carbons S.A.,$OEC,Guardant Health Inc,$GH,Sylvamo Corp,$SLVM,Vistra Corp,Enovix CorpUncategorized

I wrote to clients in the February update that  Federal Reserve Chairman Powell is a dangerous fellow.  Last week he proved that causing a run on the banking system.  Ironically if the creation of a…

by Harvey Sax

One way this is not like 2008, Insiders are NOT Buying -Insider Buying Week 3-10-23

March 12, 2023Grocery Outlet Holding Corp,RIG,$BSM,CASSAVA SCIENCES INC,theinsiderfund,Transocean Ltd.,Vicarious Surgical Inc.,$RBOT,Occidental Petroleum Corp /DE/,Montrose Environmental Group Inc,$MEG,Black Stone Minerals L.P.,$GO,SLR Investment Corp,Amc Entertainment Holdings Inc,Franklin Street Properties Corp /Ma,Alignment Healthcare Inc,$ALHC,DAVEY TREE EXPERT CO,Southwest Gas Holdings Inc,$SWX,American Homes 4 Rent,OXY,AMH,AMC,DISH,KDP,IHRT,insomniachedgefundguy,alphawealthfunds,$SAVA,$FSP,$SLRC,iHeartMedia Inc,$ENVX,Enovix Corp,Keurig Dr Pepper Inc,Pennant Group Inc,$PNTG,DISH Network CORPTrading Ideas,The Insiders Fund Not So Daily Digest

This is LIKE 2008, contrary to what you may have heard about the recent Silicon Valley Bank failure.   Banks either don't want to pay competitive deposit rates or can't.  Competing with Fed Chairman…

by Harvey Sax

Insider Buying Week 3-3-23- This market doesn't want to go down.

March 5, 2023HEALTHPEAK PROPERTIES Inc,theinsiderfund,Goosehead Insurance Inc.,$GSHD,$PGRE,RECURSION PHARMACEUTICALS Inc,$RXRX,DARLING INGREDIENTS Inc,$DAR,ENTERGY CORP,$ETR,$BSM,$PEAK,Paramount Group Inc.,Pebblebrook Hotel Trust,$PEB,STERICYCLE INC,$SRCL,DOMINOS PIZZA INC,$DPZ,BEACON ROOFING SUPPLY INC,Energy Transfer LP,WSC,BECN,TWLO,KDP,insomniachedgefundguy,alphawealthfunds,$ET,$VPG,$TCBI,$WillScot Mobile Mini Holdings Corp.,Vishay Precision Group Inc,Texas Capital Bancshares Inc,Twilio Inc,Nextera Energy Inc,$NEE,Glatfelter Corp,$GLT,Keurig Dr Pepper Inc,Black Stone Minerals L.P.Uncategorized

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…

by Harvey Sax

Hedge Fund Analysts Class 2nd Semester- a Word about Attendance

March 5, 2023The Insider Report,Education,Portfolio holdings,Trading Ideas,The Insiders Fund Not So Daily Digest

I have very flexible rules about work and participation in the Insiders Intern Analyst program. Still, one of them is non-negotiable, and I make that clear in the interview process. The main question…

by Harvey Sax

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

February 23, 2023INSIGHT ENTERPRISES INC,Nextera Energy Inc,$NEE,theinsiderfund,CONOCOPHILLIPS,DEVON ENERGY CORP,DZS Inc,$DZSI,FRANKLIN STREET PROPERTIES CORP,COP,$NSIT,OneWater Marine Inc.,NEWELL BRANDS Inc,Redfin Corp,$RDFN,RECURSION PHARMACEUTICALS Inc,$RXRX,CHARLES RIVER LABORATORIES INTERNATIONAL Inc,Vishay Precision Group Inc,INTC,HLF,DVN,insomniachedgefundguy,NWL,alphawealthfunds,$ET,ONEW,$FSP,$CRL,$VPG,Herbalife Nutrition Ltd,Energy Transfer LP,Intel CorpTrading Ideas,The Insider Report,The Insiders Fund Not So Daily Digest

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…

by Harvey Sax

Insider Buying Week 2-17-23

February 20, 2023$CMPR,$RXST,RxSight Inc,$SHWZ,Medicine Man Technologies Inc,$LGTO,Southland Holdings Inc,BROWN & BROWN Inc,$RBOT,Vicarious Surgical Inc.,CIMPRESS plc,theinsiderfund,PayPal Holdings Inc,Fidelity National Information Services Inc,$FIS,$BRO,alphawealthfunds,insomniachedgefundguy,PYPLUncategorized

When I started developing the Insiders Fund's strategy in 2001, I knew I would miss out on some of the all-time greatest investments since founders of disruptive companies are loaded to the gills…

by Harvey Sax