Federal Reserve Chairman Powell is a Dangerous man
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…
One way this is not like 2008, Insiders are NOT Buying -Insider Buying Week 3-10-23
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…
Insider Buying Week 3-3-23- This market doesn't want to go down.
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…
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…
Insider Buying Week 2-17-23
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…
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…
Is Rivian $RIVN a Good Buy? They make 10,000 cars a month like Tesla $TSLA did in 2015
Dir Flatley bought 40,000 shares of Rivian back last May at $29.31 per share. The CEO Robert Scaringe did the same, buying 41,000 shares at $25.78. Today it closed up 11.8% at $18.15. Rivian has a…