This is why Track Record isn’t everything it’s the only thing.
Some kid needs to whip up a pundit/analyst/podcaster Track Record Tracker with Claude Code.
I say this because I remember telling my gruff ex-CIA uncle that we were reading PK’s Peddling Prosperity in my college economics class (eons ago) and he dismissively replied “Yeah, well he totally botched the call on Enron so I wouldn’t trust anything he says.”
From Claude:
"SEC Rule 10b-5 is the foundational rule — it prohibits any purchase or sale based on MNPI. There's no fixed "waiting period" baked into the rule itself; it's about whether the insider knew something material when they traded.
Blackout windows are self-imposed by the company, not mandated by law. Most public companies voluntarily restrict insider trading in the ~30–60 days before earnings announcements. These are internal policy, not statutory requirements.
No mandatory "quiet period" before announcements — there's no SEC rule that says "you must wait X days after insider purchases before announcing a deal." What exists instead is the inverse obligation: material information must be disclosed promptly under Regulation FD and stock exchange listing rules (NYSE/Nasdaq). Sitting on a transformative deal while insiders load up would itself be a violation."
@optionscjp Does all this buying effectively mean there won’t be any big news for 30-60 days?
Are there rules around that, something like a quiet period (totally different obvs).
In for the long haul but also want to play the short haul.
Is there anything out there that tries to do something similar to Tom Clancy’s Executive Orders that is more streamlined?
This audiobook is my first foray with him and I’m struggling. But he has awakened the desire for a domestic/international political thriller that is heavier on politics as opposed to intelligence operations intrigue.
Claude is telling me Ward Just, who looks kinda OK, but his other reccomendations of Stephen L. Carter Richard North Patterson look not good.
Basically I’m looking for a hidden gem like Paul Erdman, except for politics as opposed to finance.
@NormanDodd_knew Triggering these online Indians to make themselves so obnoxious that they wake up the Americans previously indifferent to them is important work.
This old @curtis_yarvin pick is so great because it’s by a guy who’s something of a hater and the colonists still sound so badass.
Samuel Adams is a sociopathic loser that just won’t be deterred.
Paul Revere is the messenger because he really loves riding.
Franklin is turning down huge bribes in England.
People from across the colonies are spontaneously sending Bostonians money and goods during the ~one year British blockade of the port after the Tea Party so they don’t pay the very payable reimbursement.
And they basically had their own 3-year Biden administration where Madison thought it was a lost cause.
I’m only halfway through… happy to direct you to the audiobook.