Every weekend, I dig into our insider activity tracker looking for the biggest conviction buys — and this week checked all the boxes: Baker Bros, coal stocks, big software bets, and precious metals.
It's all about knowing what environment we're in and adjusting our tools and strategies accordingly. In environments like these, buying into breakouts is a dangerous game.
I'm away for a few days enjoying Wisconsin’s Door County Peninsula. It's been great to camp and explore in what is widely known as “the Cape Cod of the Midwest.”...