Insider Buying Week 4-14-23 The Fed stopped hiking rates even though they won’t acknowledge that.
There was next to nothing to write about regarding insider activity last week. We are in the heart of darkness regarding insider activity. This is how I describe the quarterly blackout period before…
Insider Buying Week 4-7-23
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…
Bye Bye Jay Time for Another Chair Insider Buying Week 3-24-23
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…
Hedge Fund Analysts Class 2nd Semester- a Word about Attendance
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…
The Fed has a Hammer but needs a Scalpel Insider Buying Week 2-24-23
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…
History Doesn't Repeat Itself, It Rhymes- Skating Close to the Edge
After today's CPI report, it's pretty much a guarantee that the Fed will hike interest rates again in February. The last time I remember such a rapid and persistent hike in interest rates by the…
Insider Buying Week 2-10-23
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…
Stock market Pundit Mike Wilson gets Egged- Insider Buying Week Ending 2-3-23
Morgan Stanley's head of equity strategist Mike Lee stood out from the herd last year calling the market sell-off in 2022. Not only did he get it right, but he also stuck with his guns and didn't…
Animal Spirits and the Doomsday Clock are on a Collision Course-Insider Buying Week 1-27-23
Not one of the many podcasts and pundits I listen to predicted a rally of 16% magnitude since the October lows. The January rally to date has been raw animal spirts. Obviously, this can't keep going…
Getting the big things right-Insider Buying Week 1-20-23
Following insider behavior closely was not a very successful strategy last year. They got a lot of things wrong. Not too surprising when you look closely at it. Insiders may know their companies far…