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 today's stream. Note that we do these videos live every Thursday at 11 a.m. ET, and I answer questions in the chat room.
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In a standout insider transaction, Control Empresarial de Capitales S.A., the investment powerhouse owned by Carlos Slim, disclosed another hefty purchase of PBF Energy Inc $PBF.
As we inch closer to the election, the "change-of-narrative" plays still hold interest to me -- both as hedges to my overall bullish positioning, and as alpha generators.
Today's trade is in a "junky" solar name that has gotten beaten down with...
I have the pleasure of staying at a place right next to ocean. It really is lovely. I've talked a lot with the guys on the team and they all say the same thing. As a trader, it's so valuable to spend time looking at the ocean. It gives you a...
