In 30 seconds | ▸ | 3 Agomab Therapeutics insiders bought $355K of stock in 16 days. | | ▸ | 5 Rapport Therapeutics insiders bought $1.6M of stock in 1 days. | | ▸ | Insiders at 21 companies filed open-market purchases in the last four days. | | ▸ | Macro engine: 59/100, mixed. Growth, liquidity, volatility and positioning support risk; credit is balanced. |
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| Macro engine 59/100 Mixed | Growth ▲ | Liquidity ▲ | Volatility ▲ | Positioning ▲ | Credit • |
Growth running at a 3.4% pace, money supply up 5.3% on the year and the VIX at 16.7. ▲ supports risk ▼ weighs on it • balanced |
Insider cluster AGMB Three insiders at Agomab Therapeutics, including the CEO, put $355K of their own money into the stock over 16 days, and none of them has sold since. That is 0.08% of a company valued at $456.0M. Who bought | David R Epstein director | $175K 2 buys · avg $8.76 · last Oct 21 | | Tim Jasper Knotnerus CEO | $94K $8.58 · Oct 5 | | Pierre Thadee Victor Kemula CFO | $86K $8.59 · Oct 6 |
It is the first insider cluster at Agomab Therapeutics in three years. AGMB is down 14% over the past month and 48% below its 52-week high of $17.82. The low was $8.23. One insider buying can mean many things. Several at the same company, within weeks, with their own money, is the insider pattern with the strongest record in the research. Insiders 3 | Spent $355K | Over 16 days | They paid $8.67 |
What to watch The insiders' average price, about $8.67 a share, is the level to watch: AGMB is 7% above it at $9.26. Any new purchase has to be reported on a Form 4 within two business days. |
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Your call Will AGMB close higher or lower than $9.26 on Friday, October 30? One click to vote. We publish the results and the answer in Friday's issue. |
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How you called it Will DX close higher or lower than $11.05 on Friday, October 23? No votes were cast. We score it on Friday, October 23. |
Also on the tape RAPP 5 Rapport Therapeutics insiders bought $1.6M of stock in one day 5 insiders bought $1.6M in 1 days; none has sold since. They paid about $26.96 a share; the stock is at $26.53, 2% below their price. API Agora's CEO has put $1.0M into the stock since Sep 16 They have bought Agora stock on 4 trading days since Sep 16, 247,129 shares for $1.0M in all, at an average of about $4.22. Before that, they had not bought in the open market in 3 years. |
In the news Crowd mood S&P 500 chatter: 26% of 2,329 posts negative, 13% positive, the gloomiest of the last 30 days. Nasdaq-100 chatter: 33% of 1,872 posts negative, 16% positive, the gloomiest of the last 30 days. Share of StockTwits, Reddit and news posts on each index that scored positive or negative today, against its own last 30 days. It describes the chatter; it is not a forecast. |
Number of the day $483K put into Baozun by Wenbin Qiu since May 26 |
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The signal board New on the scan, not covered aboveThe scan found 58 signals across insider filings, CFTC positioning, FINRA dark-pool data, every engine's own history, congressional disclosures and Reddit. These are the new ones the story above does not cover. | Reddit attention 14 | | WDC | Western Digital 171 Reddit mentions in a day, up from 9 | Low | | MRNA | Moderna 160 Reddit mentions in a day, up from 25 | Low | | RNA | Avidity Biosciences 50 Reddit mentions in a day, up from 1 | Low | | BE | Bloom Energy 125 Reddit mentions in a day, up from 21 | Low |
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Risk-on or risk-off? Mixed The Dark Matter macro engine scores conditions 59 out of 100: conditions mixed / transitional. The economy is in an overheating phase, where growth and inflation are both running hot. 4 of 5 factor groups support risk-taking; none weighs on it. | | | | | | Risk-off | Leaning off | Mixed | Leaning on | Risk-on |
Growth 64/100 Is the economy growing? Real-time estimates put growth at a 3.4% annual pace. Economic surprise index: surprise 2.0. Credit in China is shrinking (-1.6% of GDP). | Supports risk | Liquidity 57/100 Is money flowing through the system? Liquidity in the financial system is expanding. Money supply is up 5.3% from a year ago. 10-year yields sit 0.32 points above 2-year yields. Fed rate path: -2.1 cuts priced. | Supports risk | Volatility 61/100 How nervous are options traders? VIX at 16.7, higher than on 43% of days in the past year. Options insurance costs about what it usually does. Options price a 7.4% chance of a 5% S&P 500 drop in the next week. | Supports risk | Positioning 59/100 Are trades crowded, and are markets trending? Most markets are range-bound, not trending. | Supports risk | Credit 50/100 Are lenders and bond markets calm? Financial conditions are balanced. Corporate default risk is very low. | Balanced |
Source: Dark Matter macro engine (the Oracle regime score), built from the terminal's growth, liquidity, volatility, credit and positioning engines; confidence 82%. |
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Learn What is the COT report? Every Friday the CFTC publishes who holds futures: hedgers (companies managing business risk) and speculators (funds betting on direction). When speculators pile into one side, the trade is crowded and can unwind quickly. |
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Get these signals the moment they fire This letter is a once-a-day snapshot. The Dark Matter terminal tracks insider clusters, dark-pool volume, options flow and positioning live. Open the terminal |
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How we rate signals High: a validated insider cluster (several insiders buying within 30 days, no sales since), a CEO, CFO, president or chair buying on the open market, or two independent signals on one stock. Medium: a single insider purchase, a short-dated out-of-the-money options trade, or a 3-year positioning extreme in a major market. Low: dark-pool spikes on their own, and everything else.
Sources: SEC Form 4 filings, FINRA ATS data, CFTC Commitments of Traders, listed options volume and open interest, daily prices; via Dark Matter's engines.
Educational market commentary — not investment advice. DarkMatter Research is a publisher; everything here is for informational and educational purposes only, is general in nature, and is not personalized to any individual's financial situation. Nothing here is a recommendation to buy or sell any security. It is not connected to the management of any fund and does not reflect any fund's performance. Past market conditions do not predict future results. Consult your own licensed financial professional before making any investment decision.
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