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.
Key Takeaway: The unwinding of a liquidity-fueled speculative bubble is weighing on investor sentiment, pushing many indicators into areas that signal excessive pessimism. The challenge in...
It’s hard to get away from the crowd when you only ask the questions that everyone else is. When we ask better questions, we get more relevant answers. The questions...
The market remains in a volatile territory. We have just a few industry groups which continue to show relative strength. The defense sector is one of them.
