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Hi everyone, Every once in a while i like to update everyone on what the insider trading frequency looks like, because it can really help you understand the macro point of view of these wealthy owners/CEOs. I plot the number of insider buys vs SPY price. Basically, what we see is business as usual. There was no reaction to the 2025 pull back, and there has been no sign of anything slowing currently. From that, I would assume a relatively stable environment within these companies, despite recent political and economic turmoil. I believe it is going to take some time for tariffs effects to materialize in the economy. Things are still a mess in a lot of large companies right now, they don’t know their full supply chain well enough to pay these tariffs properly. I think by mid next year we will begin to see effect. Also personally, I don’t believe AI is going to have an outsized effect on the economy. It’s going to elevate the top performers and knock off a lot of the bottom performers, leaving the macro environment at a similar equilibrium, but the majority of people worse off (but avg stays the same/marginally improves). submitted by /u/RelevantAside_ |
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