Archive
👀 The Supreme Court Just Blinked — And the Market Ripped
Markets came into this week carrying some bruises — tech and software have been quietly bleeding out for weeks as the AI disruption trade picks apart entire sectors — but Friday delivered a plot twist nobody saw coming. The Supreme Court struck down most of Trump's sweeping tariff policy, and Wall Street exhaled. The S&P 500 finished the week up about 0.7%, and the Nasdaq snapped a five-week losing streak, gaining more than 1%. Not a blowout, but a reset. Under the surface though, the rotation story is getting louder — and the divergence between winners and losers is as wide as it's been in years. And while most traders were focused on tariff headlines and Fed minutes, KKR's own CEO quietly walked into the open market and bought $12.8 million of his own stock.
👀 Inflation, Rotation, & Baxter Bull Accumulation
Markets stayed active this week as fresh inflation data, shifting rate expectations, and continued sector rotation drove sharper intraday swings. Indexes chopped near recent highs, but beneath the surface, capital continued to reposition with more intention. And while traders debated the Fed’s next move, insiders at Baxter International (BAX) were buying — a signal that rarely shows up by accident.
👀 'COLM' before the storm?
Markets stayed active this week as traders balanced fading earnings momentum, shifting rate expectations, and renewed sector rotation. Volatility remained elevated, conviction thinned, and stock selection continued to matter more than broad index exposure. And while the tape chopped, insiders at Columbia Sportswear (COLM) were buying — a smart-money signal worth noting.
👀 J.B. selling, not buyin'
Markets hit a pause button this week as earnings season intensified, volatility picked up, and leadership continued to rotate beneath the surface. Indexes chopped, conviction thinned, and traders were forced to get more selective with risk. And while headlines stayed focused on macro and mega-caps, JBHT insider selling quietly sent a message smart money was paying attention to.
👀 Major Investor Quietly Ramps Up Its Bet
Markets stayed choppy this week as earnings season picked up and leadership continued to rotate beneath the surface. Volatility is rising, stock selection is starting to matter again, and early 2026 positioning is quietly taking shape. And while the tape hesitated, Mawson Infrastructure (MIGI) insiders were buying — a smart-money signal worth paying attention to.
👀 Atlantic International insiders get bulled up
The easy holiday tape is officially over. Volatility returned, leadership narrowed, and traders were forced to get more selective as markets transitioned into full participation mode. Indexes chopped, but under the hood, rotation and insider activity offered clearer clues about where capital may be heading next....see what ATLN have been up to...
👀 IRDM Insiders Are Buying What the Market Is Ignoring
U.S. equities finished the week mixed, with markets consolidating near recent highs as investors navigated rotation and rising intraday volatility.The S&P 500 slipped modestly, the Nasdaq underperformed amid pressure in mega-cap tech and AI names, while the Dow and small caps showed relative strength, reflecting continued rotation beneath the surface....meanwhile IRDM insiders are piling in on the satellite stock...
👀 New Year, New Signals: Quiet Markets, Loud Insider Conviction
Markets opened the new year in subdued fashion as the final holiday hangover kept volumes light and price action contained. While headline moves were muted, positioning beneath the surface began to take shape as traders looked ahead to the first full week of January. One signal that cut through the noise was large insider cluster buying at JAKKS Pacific (JAKK), suggesting growing internal confidence as 2026 gets underway. In a quiet tape, insider conviction stood out as one of the more actionable data points.
👀 Santa Rally & Safe-Haven Signals — DMLP Insiders Buy Into Year-End Confidence
Markets drifted higher in a holiday-shortened, low-volume week as the Santa Rally quietly stayed intact and investors looked ahead to 2026 positioning. With liquidity thin, price action was muted — but underneath the surface, select signals stood out. One of the more notable was large insider cluster buying in Dorchester Minerals (DMLP), where insiders stepped in aggressively near year-end. In a week light on headlines, insider conviction provided one of the clearer tells.
👀 OPEX Volatility Clears the Board... and TPVG Insiders Make Their Move
As the largest options expiration on record triggered volatility and forced positioning, TPVG insiders stepped in with aggressive cluster buying — a signal that confidence may be building beneath the surface as year-end approaches.
👀 Rotation Rises, Tech Rests — and OWL Insider Buying Steals the Spotlight
Markets cooled but stayed resilient this week, with stocks digesting November’s monster run while investors brace for next week’s CPI and Fed decision. Sector rotation picked up as money moved out of mega-cap tech and into financials, industrials, and energy — a sign of healthier market breadth. Beneath the surface, insider activity at OWL turned heads after notable executive buying signaled confidence in the firm’s 2026 outlook. Volatility may be quiet for now, but the setup into year-end remains surprisingly constructive.