Friday Edition- Big Sellers and Under the Radar Ideas

I read the headlines this morning, and it's really hard not to laugh out loud at the mainstream media and analyst community and see what they find surprising.

Everyone is surprised that retail sales do not match last month's. Sales were flat after the huge boom in March.

Why anyone is surprised is beyond me. March was all about using stimulus checks to buy things where the purchase had been put off to hoard cash because of COVID. Once they got those $1400 checks, folks replaced the washing machine, bought a new Smart TV, or put a down payment on a new car.

That money is spent. Unless Uncle Joe opens the wallet back up, the boom is over for now. We should see steady smaller gains as the economy continues to reopen around the United States.

The experts were surprised. Those of us who live in the real world were not.

As the so-called experts debate whether or not inflation will shake up the markets, one group of investors is not waiting to find out. They are selling with both hands and collecting cash.

Jeff Bezos has sold $6.7 billion worth of Amazon stock (AMZN) this year.

Zoom Video Communications founder Eric Yuan is selling about 100,000 shares of stock every month in recent months. Last week he really picked up the pace and offloaded stock. This month he got serious and sold 270,000 shares.

Larry Ellison dumped 7 million shares of Oracle last week for over $550 million in cash.

Google Founder Sergey Brin has sold $163 million of Alphabet and is expected to sell up to 250,000 more shares.

Worried about higher interest rates to curb inflation and proposed capital gains tax increases, the big tech executives are selling as fast as they can right now. Since ...

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Friday Addition Edition- Surprised Experts, Big Sellers and ,Under the Radar Ideas

I read the headlines this morning, and it's really hard not to laugh out loud at the mainstream media and analyst community and see what they find surprising.

Everyone is surprised that retail sales do not match last month's. Sales ...

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Comments

Friday Addition- A Random Walk

This morning I am just taking a walk through the markets kicking tires and turning over rocks in the constant search for opportunities. Rather than bore you with more data from the Fed (as important as that is in the ...

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Friday Addition Edition- A Random Walk

This morning I am just taking a walk through the markets kicking tires and turning over rocks in the constant search for opportunities. Rather than bore you with more data from the Fed (as important as that is in the ...

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Comments

Takeover #2 for the year- a 269% Return!

GREEN BAY, Wis. and MANISTIQUE, Mich., April 12, 2021 /PRNewswire/ -- Nicolet Bankshares, Inc. (NASDAQ: NCBS) ("Nicolet") and Mackinac Financial Corporation (NASDAQ: MFNC) ("Mackinac") today jointly announced the execution of a definitive merger agreement, ...

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Friday Edition- More Insiders

I was thinking about what I should write about this morning over my coffee. My core instinct was to send a two-word edition of eh Friday note that just said: "Do nothing."

Markets have rallied straight up since last March. ...

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Friday Addition Edition- Apollos Inflation Hedge

The Fed has made it clear that they are content to let inflation run a little hot if it keeps the economy moving higher. They had adopted that as policy last year. Deflation has become the real fear for central ...

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Friday Edition SPAC Opportunities

We saw a much-improved jobs report this morning with 379,000 new jobs created last month. That's well above analyst expectations of 179,000. While some analysts are not happy that 355,000 of these jobs are in leisure and hospitality, I would ...

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Friday Addition Edition - SPAC Opportunities

We saw a much-improved jobs report this morning with 379,000 new jobs created last month. That's well above analyst expectations of 179,000. While some analysts are not happy that 355,000 of these jobs are in leisure and hospitality, I would ...

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Friday Edition: Venture BDC's

Last week we took a look at some Business Development Companies with close ties to private equity firms. These firms are financing takeovers, expansions, and add-on acquisitions side by side with some of the greatest private equity investors on the ...

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Friday Edition: Venture BDC's

Last week we took a look at some Business Development Companies with close ties to private equity firms. These firms are financing takeovers, expansions, and add-on acquisitions side by side with some of the greatest private equity investors on the ...

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Business Development Companies with a PE disposition

Let's talk about business development companies today. For the record, I love BDC's. They are banks on steroids with a lot less regulation.

BDC’s have been around since an amendment to the 40-act bringing them into being was passed back ...

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