Insider Buying Week 10-13-23 The Black Swan has been Spotted

The market bounced off deeply sold, technically oversold conditions.  Now we're in earnings season, and much if not everything, will hinge on that. Of course, a broadening war is on everyone's mind.…


Fog of coronavirus war; where is the insider buying?

They say we are in a war with Covid-19. Like most wars there is a lack of quality information. We look closely at insiders to gauge the health of corporate America. There is this narrative that…


Carnival gets a nod from Barron's Roundtable

This weekend Barron's roundtable member, Brian Rogers, plugged our largest holding, CCL.  If it gets the bounce we expect Monday, we'll probably lighten up a little as we have an outsized position.…