🧵 1/4 Bear markets don't end with a whimper, they end with a BANG — specifically, a tsunami of insider buying that signals corporate America's top executives are putting their money where their mouths are.
But guess what? That tsunami hasn't happened yet.
I've been tracking insider purchasing patterns through every bear market since 2001, and the current environment remains remarkably tepid. Sure, we're seeing some notable purchases (like Tilman Fertitta dropping $27.9M on Wynn), but nothing
approaching the concentrated wave that typically marks a true market bottom.
Today I'm sharing my latest deep dive on insider activity from the past week — unfiltered analysis of where the smart money is flowing and where it most definitely isn't. No sugar-coating, no corporate PR spin, just straight talk about who's buying, how much they're spending, and what it likely means.
And let's be clear about something: Buy-back announcements are mostly political theater unless backed by actual
purchases. Many are simply designed to offset massive executive compensation packages and keep share counts stable. Pay attention to what insiders DO with their own money, not what their companies ANNOUNCE about corporate cash.
What I find most interesting this week? The juxtaposition between massive bets on particular companies (Mitchell Jacobson's $11.1M MSC Industrial buy) alongside cautious toe-dipping in sectors facing existential challenges (looking at you, Nike).
Check out he complete
breakdown and my candid take on each transaction. For those who've followed my analysis for years, you know I don't pull punches — and this week's commentary is no exception.
Thoughts on which insider purchases look most compelling to you? Drop them in the comments!
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Insomniac Hedge Fund Guy