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.
Here's the replay and chartbook from the December 5 livestream. Note that we talk strategy every Thursday at 11 a.m. ET, and I answer questions in the chat room.
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Typically, sentiment matters most at extremes, and I like to use it as a contrarian indicator. The way I learnt it was to beware of the crowd when the crowd is too one‐sided.
We love our bottoms-up scans here at All Star Charts. We tend to get really creative when making new universes as we want to be sure they will deliver us the best opportunities the market has to...