In bull markets you have leadership groups.

That's just a simple fact that you see in every cycle.

During this bull market in...

From the Desk of Kimmy Sokoloff

That was some sloppy action today, and the market is showing weakness.

Let's see if we level out next week.

Support...

The largest insider transaction on today’s list was reported in a Form 4 filing by ValueAct Partners.

The firm reported a purchase of roughly $10 million in Insight Enterprises $NSIT, increasing its ownership stake to 11.90%.

From the Desk of Kimmy Sokoloff

A complete  late-day sell-off...

As JC said, February is like a hangover from the last three months.

From the desk of Steve Strazza @Sstrazza

We held our February Monthly Strategy Session last week. Premium Members can access and rewatch it here.

Non-...

From the Desk of Kimmy Sokoloff

The $SPX was saved by its 21-day moving average around 4,080 and is now trying to hold above its eight-day moving...

Director Richard F. Wallman filed a Form 4 revealing the acquisition of 1,000 shares of Roper Technologies $ROP, valued at roughly $424,950.

There was a 13G filed by Millennium Management, which reported a passive ownership stake of 5.90% in...

From the Desk of Kimmy Sokoloff

So, either the $VIX is broken or the market is.

The VIX was down more than 15% over the past few days, whereas the market isn't really moving.

From the Desk of Kimmy Sokoloff

So many names were running higher today, but $SPY just kind of stood still while $QQQ had lift off...

The most significant insider transaction on today’s Hot List is a Form 4 filing by Coliseum Capital Partners.

The hedge fund reported a purchase of roughly $26 million in Purple Innovation $PRPL, increasing its ownership stake to 51.20%.

From the Desk of Kimmy Sokoloff

We saw a lot of volatility yesterday.

And the indices managed to hang on to their eight-day moving averages. 

From the Desk of Kimmy Sokoloff

The January CPI data came in a bit warmer than expected, and the market went every which way.

We also had a few Fed speakers...

From the Desk of Kimmy Sokoloff

Happy Valentine's Day!

We have the CPI print at 8:30 a.m. ET, and the futures are full speed ahead as I write this.

The largest insider buy on today’s list comes in a Form 4 filing by Longitude Capital’s Juliet Tammenoms Bakker.

Tammenoms-Bakker reported a purchase of $6 million in RxSight, Inc $RXST, where she serves as a director.

From the Desk of Kimmy Sokoloff

$SPY broke above its eight-day moving average and trended higher pretty much all day.

It feels like the...

Cathie Wood’s ARK Investment Management is on our list today, as it just filed amended 13Gs for Roku Inc $ROKU and Cerus Corporation $CERS.

The asset manager reported a small increase in its ownership of ROKU, from 9.94% to 10.12%.

For...