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👀 Oil Crashes, Iran Breaks the Ceasefire, and a BDC Insider Just Bought $4.6M of His Own Stock
Tech keeps bleeding, crude just fell off a cliff, and while everyone's watching the Strait of Hormuz, one CEO quietly backed up the truck on his own company three times this week.Good afternoon and happy Sunday! Another week where the headlines told one story and the tape told another — let's get into the recap.
👀 WARSH'S FIRST FED MEETING TANKS STOCKS, ADSK INSIDERS BUY THE 52-WEEK LOW
The new Fed chair just gave the market its worst "Fed day" reaction since 1994 — and Autodesk's CEO and CFO bought stock within 24 hours of each other anyway. It was the kind of week where the calendar mattered more than the fundamentals — a new Fed chair's first meeting, a holiday-shortened close, and a software stock getting hammered for doing something its own executives were buying into. Let's get into the recap
👀 SpaceX Goes Public, Iran Deal Saves the Rally, and a Director Quietly Loads Up on $3.75 YEXT
A week that started with missile strikes and ended with the biggest IPO in history — and somewhere in the middle, a board member at a beaten-down AI search play spent $498K of his own money. The insider angle is worth your attention.
👀 Nasdaq's Worst Day Since April 2025, 172K Jobs, and a Director Buying $2.1M of Doughnuts at $3.29
The market's AI-fueled euphoria ran headfirst into a hot jobs report and a Broadcom disappointment — and one contrarian insider apparently thinks the sweet spot is at the bottom of the doughnut bin.
👀 S&P Hits Record Nine — PCE Spikes to 3.8%, NCLH CEO Drops $2.5M on His Own Stock
Markets swallow the hottest inflation print in three years, Iran ceasefire optimism pulls crude off $96, and a cruise line CEO does something executives almost never do. The insider angle this week is worth your full attention.
👀 Dow hits record 50,579, Kevin Warsh sworn in at the White House, crude at $103, and WDAY insiders were buying the whole way down.
Iran peace talks, a new Fed chair, Nvidia's $81B quarter, and the insider signal everyone missed — it was a week that moved on multiple fronts simultaneously.
👀 Records & Payrolls: S&P and Nasdaq Hit All-Time Highs, 115K Jobs, $96 Crude Tests the Consumer
Six straight winning weeks, a jobs number that crushed a low bar, oil near triple digits sapping consumer confidence, and a Florida insurer whose insiders keep buying while the stock pulls back. The smart money angle is below.
👀 $102 Crude, Powell's Final Bow, and the Mag 7 All Beat — Nasdaq Clears 25,000
The AI earnings gauntlet produced a clean sweep, a divided Fed handed off to a new regime, Iran's peace counter-proposal satisfied nobody — and a quiet cluster buy in a beaten-down sector tells the real story.
👀 Ceasefire Bounce: S&P +3%, CPI Hits 3.3%, and Goldman Loads Up on $SG at $5.69
A fragile Iran truce sends markets on a two-week relief rally — then Friday’s hot CPI reminds everyone the war’s inflation tab is still coming due. And one well-timed insider buy on a $6 salad stock deserves a closer look.
