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%…


Insider Buying Week 1-6-23 When does the Bear Market End?

All bear markets end with a crescendo of insider buying. There are a few ways to predict this pivotal event. The most reliable I have found, the ratio of insider buying to selling, can be found at…


Notable CrowdStrike $CRWD Insider Buy Week 12-30-22

Following insider behavior closely was an excellent way to avoid some of the technology investing disasters in 2022.  Darlings of the past decade—namely technology stocks—were hammered last year. The…


The Fed Gives a White XMAS to Seniors Noteworthy Insider Buys 12-23-22

After years, decades even of financial repression, investors are able to earn something from their risk-free savings. It could not have come at a better time for the nation's seniors. According to…


Insider Buying Week 12-16-22 CRONOS Up in Smoke?

The Biden administration may be the savviest market timer on or off Wall Street this year.  The widely scoffed-at and criticized announcement on March 31 stated that the administration would start…