Every weekend, I dig into our insider filings tracker looking for the biggest conviction buys — and this week we saw bullish action in consumer electronics, asset management, autos, gambling, software, and real estate.
In Monday’s letter, we made the case that the market has successfully resolved higher from the post-ETF consolidation. This came after a number of data sets suggested we had seen a reset in the consensus bullish sentiment and positioning in...
Healthcare continues to lead to the upside. While we already have a bullish bet on a sector ETF, it's time for us to drill in a little deeper in search of more beta if this trend is going to continue.
