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We’ve got serious 2008 “heebie jeebies” going on right now. With a Fed more aggressive than a mongoose in a burlap bag, a Chinese property bubble going pop, and the Europeans using medieval technology to keep their homes heated… It just feels like anything could happen.  Weird things happen to China when the Dollar makes […]

Don’t you wish, just for a day, you could get away with the same crap that congress does? Like the naming conventions for all the bills they pass? Instead of getting nagged for leaving your dirty socks on the bedroom floor… … you could just call it a “low impact exercise program for busy moms”. […]

What you’re looking at is a chart of 30-year fixed mortgage rates. Once inflation popped it’s head above the surface, we saw these rates go full “hockey stick” for the first time since the Great Financial Crisis. With this big move in rates, REITs got kneecapped along with the rest of the market. After all, […]

Most of the time, the really good insider opportunities come from execs in smaller companies.  This is because the insiders of larger companies are already well-compensated with gobs of stock… So they tend to be net sellers. But every now and again there’s a unique opportunity afoot.  With the bear market there’s the possibility of […]

I spend a good part of each day pouring over details of recent records of trades from corporate insiders. But even I found today’s delve to be a bit “eyebrow arching”. The CEO of Hub Group (HUBG) went out and bought nearly $5MM of stock. That’s quite a bet! If you’ve ever played poker, you’re […]

You’ve heard of the S&Ps, the QQQs, even the VIX… But you’ve probably never heard of the One Index To Rule Them All. It’s where literally all the really spooky risk is -- the bond market: Bonds are the plumbing of the financial markets… if they spring a leak… we could be in trouble. That […]

There’s going to be a new buzzword that will be all the rage with investors and traders in the next few months… Remember “transitory inflation”? The idea was that the rapid rise in prices we were seeing in 2021 was a passing phase… Something that would come and go… like Zumbas in the late 80s […]

One of the earliest lessons you can develop as an investor… is not to try to catch a falling knife. It is infinitely easier to get in after a new base has developed. Let’s take a peek at an example with PRPL: After their earnings even in May, we saw several insiders reach into their […]