“Making money in the market is really about investors with confidence taking it from those that lack it. Knowing that insiders are buying and not selling gives me that added confidence”, Harvey Sax,  Top 10 long short equity fund manager  according to BarclayHedge

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SONS sell off- there is always a reason, we just don't know it

February 19, 2015SONSThe Insider Report

Sonus Networks SONS sold of 11% yesterday on a rather benign earnings report.  We have a large position in it and were very frustrated by the pin action considering the massive insider buying.  The…

by Harvey Sax

4th Quarter and Year End 2014 Partner Letter

February 18, 2015Letters

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by Harvey Sax

IEA says scope of US shale output fall to be limited - FT.com

February 10, 2015The Insider Report

Jorge Montepeque, the global director of market reporting at Platts, echoed this sentiment at a London conference on Monday. The price at which US shale plays are profitable are a “moving target” as…

by Harvey Sax

Over the long run, big stock indexes finish up or down more than 1% on one-third of all trading days

February 10, 2015The Insider Report

Over the long run, big stock indexes finish up or down more than 1% on one-third of all trading days. Last year, it happened on just 14%, and on fewer than 10% in 2013. Recent market swings are a…

by Harvey Sax

Portfolio Holdings 2/9/15

February 9, 2015The Insider Report

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by Harvey Sax

Alibaba's Wholesale Trade Platform Partners With Lending Club to Finance U.S. Purchases

February 3, 2015BABA,LCThe Insider Report

*DJ Alibaba's Wholesale Trade Platform Partners With Lending Club to Finance U.S. Purchases (MORE TO FOLLOW) Dow Jones Newswires 02-03-15 0000ET Copyright (c) 2015 Dow Jones & Company, Inc. *DJ…

by Harvey Sax

Exxon eyes deals after oil price falls - FT.com

February 2, 2015The Insider Report

Jeff Woodbury, Exxon’s vice-president of investor relations, said on a call with analysts that the group was “alert” to possible bolt-on acquisitions and other investments that could strengthen its…

by Harvey Sax

Slump in Oil Prices Brings Pressure, and Investment Opportunity - NYTimes.com

February 2, 2015The Insider Report

“The single best opportunity to invest is distressed debt in energy,” David M. Rubenstein, co-founder of the Carlyle Group, said in January at the World Economic Forum in Davos, Switzerland. Mr.…

by Harvey Sax

U.S. consumer spending weakest since 2009, inflation muted

February 2, 2015The Insider Report

REUTERS — 8:33 AM ET 02/02/15WASHINGTON, Feb 2 (Reuters) - U.S. consumer spending recorded its biggest decline since late 2009 in December, with households appearing to save the extra cash from…

by Harvey Sax

Portfolio Holdings 1/30/15

January 30, 2015The Insider Report

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by Harvey Sax