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.
A fresh rate cut ignited risk appetite everywhere, and the momentum is feeding on itself.
Markets finally got the catalyst they’d been waiting for.
The Federal Reserve cut rates yesterday, and the reaction was immediate: shorts scrambling, risk assets ripping, and a full-blown squeeze that’s only accelerating today....
“Ending is better than mending.” — Aldous Huxley, Brave New World
Huxley wasn’t talking about the Federal Reserve, but he may as well have been.We’ve entered a market regime where policymakers would rather pump, patch,...
Every day, we sift through the filings to spot where the real conviction lies – cutting through the noise to highlight the most meaningful insider moves.
There were no S&P 500 earnings reactions on Wednesday, but we saw one of the strongest earnings reactions of the season in a name you've probably never heard of.
Photronics $PLAB isn’t a name most investors think of when discussing...
Once a week, I get together with Sean McLaughlin from All Star Options, and we're going to find an options trade to hunt for a new options trade for my Portfolio+ members. The goal is simple: utilize my expertise on the consumer and Sean's...
