Monday, December 23, 2024
Markets are clearly overvalued at current levels. We are trading at multiples of earnings that have not been seen in over a decade. It did not end well on previous occasions, and it won’t end well this time. Corporate insiders are clearly not impressed by current market conditions either. We are seeing very little insider […]
Every week I go through institutional and insider filings, treating the SEC filings as my personal unpaid research service. This research helps me know which stocks the best money managers, private equity funds, and hedge fund managers are buying. This past week I noticed a very successful under-the-radar institutional investor was making considerable additions to […]
During the week of March 15th to 20th, the high-yield sectors in the stock market crashed to unbelievably low stock price levels. The financial media gave their usual reasons for the share price drops including their “go-to” being that investors were afraid and selling their shares across the high-yield universe. They were wrong: the financial […]
