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

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

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

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

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, 2023$ENVX,Montrose Environmental Group Inc,insomniachedgefundguy,CASSAVA SCIENCES INC,DAVEY TREE EXPERT CO,RIG,Keurig Dr Pepper Inc,Grocery Outlet Holding Corp,$SAVA,Transocean Ltd.,$SWX,AMH,$PNTG,SLR Investment Corp,$RBOT,DISH,DISH Network CORP,Franklin Street Properties Corp /Ma,iHeartMedia Inc,Occidental Petroleum Corp /DE/,IHRT,$BSM,$ALHC,Enovix Corp,$MEG,alphawealthfunds,theinsiderfund,Southwest Gas Holdings Inc,OXY,Pennant Group Inc,$GO,$FSP,Vicarious Surgical Inc.,AMC,American Homes 4 Rent,Amc Entertainment Holdings Inc,$SLRC,KDP,Black Stone Minerals L.P.,Alignment Healthcare IncTrading 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, 2023Twilio Inc,ENTERGY CORP,$ET,Goosehead Insurance Inc.,DOMINOS PIZZA INC,$NEE,HEALTHPEAK PROPERTIES Inc,$TCBI,$PGRE,BEACON ROOFING SUPPLY INC,BECN,$GLT,Paramount Group Inc.,Energy Transfer LP,$RXRX,KDP,Black Stone Minerals L.P.,$PEB,Texas Capital Bancshares Inc,$DAR,alphawealthfunds,theinsiderfund,$SRCL,Nextera Energy Inc,$ETR,$VPG,$GSHD,$DPZ,WSC,Glatfelter Corp,$PEAK,$WillScot Mobile Mini Holdings Corp.,RECURSION PHARMACEUTICALS Inc,TWLO,Keurig Dr Pepper Inc,Pebblebrook Hotel Trust,Vishay Precision Group Inc,DARLING INGREDIENTS Inc,insomniachedgefundguy,$BSM,STERICYCLE INCUncategorized

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,Portfolio holdings,The Insiders Fund Not So Daily Digest,Education,Trading Ideas

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, 2023Herbalife Nutrition Ltd,Redfin Corp,alphawealthfunds,DZS Inc,Vishay Precision Group Inc,RECURSION PHARMACEUTICALS Inc,ONEW,FRANKLIN STREET PROPERTIES CORP,INTC,Nextera Energy Inc,CHARLES RIVER LABORATORIES INTERNATIONAL Inc,$CRL,$NSIT,DVN,theinsiderfund,NEWELL BRANDS Inc,NWL,DEVON ENERGY CORP,Energy Transfer LP,$RDFN,$ET,$DZSI,COP,Intel Corp,$RXRX,$FSP,INSIGHT ENTERPRISES INC,HLF,$NEE,$VPG,OneWater Marine Inc.,insomniachedgefundguy,CONOCOPHILLIPSThe Insider Report,Trading Ideas,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, 2023Southland Holdings Inc,PayPal Holdings Inc,Medicine Man Technologies Inc,CIMPRESS plc,insomniachedgefundguy,RxSight Inc,Vicarious Surgical Inc.,$BRO,BROWN & BROWN Inc,Fidelity National Information Services Inc,$LGTO,theinsiderfund,PYPL,$SHWZ,$CMPR,alphawealthfunds,$RXST,$RBOT,$FISUncategorized

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

History Doesn't Repeat Itself, It Rhymes- Skating Close to the Edge

February 14, 2023Stock Market Crash of 1987,Black MondayThe Insider Report

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…

by Harvey Sax

Insider Buying Week 2-10-23

February 11, 2023CIMPRESS plc,Nextera Energy Inc,Vicarious Surgical Inc.,CENTENE CORP,ALGN,theinsiderfund,+ctva,Corteva Inc,$CMPR,$NEE,$RBOT,$CNC,insomniachedgefundguy,ALIGN TECHNOLOGY INC,alphawealthfundsThe Insider Report,Trading Ideas,Education

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