From the Desk of Steve Strazza and Alfonso Depablos

The largest insider buy on today's list comes via two Form 4 filings by Cormorant Asset Management.

The hedge fund reported a purchase of roughly $10 million in EyePoint...

How's this messy market treating you?

Are you happy the market is a mess? Or do you find it frustrating?

Keep in mind, the S&...

From the Desk of Steve Strazza and Alfonso Depablos

The largest insider buy on today's list comes via two Form 4 filings by Aon plc $AON director Lester Knight.

Knight reported a purchase of $2.7 million worth of AON shares...

Here are the returns of a series of country ETFs since October.

Notice how the ones from the U.S. are further down the list than you might expect.

From the Desk of Steve Strazza and Alfonso Depablos

The largest insider buy on today's list comes via two Form 4 filings by Sensata Technologies Holding plc $ST director John Mirshekari.

Mirshekari reported a purchase of ST...

The Small-cap Indexes in America have had a tough time for a while now.

Since the start of 2022, both of these Small-cap Indexes have actually produced a negative return....

From the Desk of Steve Strazza and Alfonso Depablos

The largest insider buy on today's list comes via two Form 4 filings by Eli Samaha, founder and managing partner of Madison Avenue Partners LP.

Samaha and Madison Avenue...

It's amazing what price action can do to change sentiment.

We went from frothy optimism just a couple of months ago, to a much more pessimistic environment for investors....

What's on your mind these days?

I'll tell you what I'm thinking about.

I'm used to a market where stocks struggle when the US...

From the Desk of Steve Strazza @Sstrazza

We held our May Monthly Strategy Session earlier in the week. Premium Members can access and rewatch it here.

Non-...

From the Desk of Steve Strazza and Alfonso Depablos

The largest insider buy on today's list comes via two Form 4 filings by Liam K. Griffin, chief executive officer and president of Skyworks Solutions $SWKS.

Griffin reported a...

From the Desk of Steve Strazza and Alfonso Depablos

The biggest insider buy on today's list comes via two Form 4 filings by Warren Buffett.

Buffett revealed an...

Last night was my favorite thing that we do around here.

We had our ...

I know I've already said it a lot over the past few months, but for those people in the back who may not be able to hear so well...

THIS YEAR IS NOT ANYTHING LIKE LAST YEAR...

From the Desk of Steve Strazza and Alfonso Depablos

The biggest insider buy on today's list comes via two Form 4 filings by Mark Miller, president and COO of Goosehead Insurance Inc $GSHD.

Miller reported the acquisition of 10...

From the Desk of Steve Strazza and Alfonso Depablos

The biggest insider buy on today's list comes via two Form 4 filings by the chairman, CEO, and president and one director of Hexcel Corporation $HXL.

Those two insiders...

The month isn't over yet but I peaked.

How many assets can you think of that have been positive every single month this year?

...