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.
We’ve been pounding the table all year on international stocks, making the case that we’re in the early stages of a major outperformance cycle outside the U.S.It’s been one of the dominant investment themes...
It sounds cheap. Fleeting. Like we’re all just passing little chips back and forth across the table, hoping we guess right. There’s no sense of purpose or direction in it. No long game. No value...
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.
I’m always on the hunt for the next cryptocurrency with the potential to move in a meaningful way.My process? A mix of trend analysis, tracking key narratives, and watching where the smart money is positioning.
One campaign won't save AEO... but it can move the stock
I couldn't stop thinking about AEO's new campaign. Not because of the actress or the fake(?) controversy being kicked up online. My interests are artistic, historic and pecuniary.
