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…
Insiders Boycott Record S&P 500 Run
Insiders have for the most part boycotted this ~14% S&P bull run from the October lows to this January's 4% advance MTD. There were hardly any meaningful insider buys. Yes, there were a few 10%…