Republic Risk: An Eye on the Insiders

Let's look at the various stocks purchased by CEOs and CFOs over the last 10 days.

Equity Storm Watch Is GREEN on the S&P 500 and GREEN on the Russell 2000

We’re into Wednesday. If you didn’t read my piece about fiscal repression, please stop reading and click this. I’m long the S&P 500. We’re just doing what we have done since November. While it’s very easy to be bearish about the debt and the state of affairs, I expect we’re not in a situation where we want to short anything. In fact, now is a very good time to consider opportunities around insider buying. That is the purpose of today’s article.

------------------

Dear  Fellow Expat:

Let’s keep this short and to the point. 

Insider buying is my favorite topic.

I am always paying attention to what executives are doing at their companies. From Ken Carow’s work on illiquid insider buying to the incredible piece “Do Insiders Exploit Anomalies” by Deniz Anginer, Hoberg, and Seyhun, the academic literature shows that this anomaly is one of the strongest in the world of finance. 

We track individual stocks - but also the aggre…