Market Mechanics
From filing to price impact: microstructure, currency-normalised comparisons, walk-forward design.
AstraZeneca, Bristol Myers and the $400bn merger shock
AstraZeneca fell on merger reports with Bristol Myers Squibb, after strong first-half results and no fresh insider trades in the last week.
Waste Connections: Robert Andres Nielsen buys EUR 32,238 as WM
Waste Connections drew a small insider buy from Robert Andres Nielsen as WM and Republic Services frame the sector backdrop and valuation debate.
AbraSilver's August 1 buy, and what silver's 2026 deficit means
AbraSilver's chief geologist bought shares on August 1 as silver held near $57 to $59 and Diablillos moved toward development.
Nestlé at 81.01 francs, with PepsiCo as the foil
Nestlé slipped to 81.01 francs after July results and a water stake sale. Here is the company news, the peer comparison, and the insider record.
Nestlé vs PepsiCo: July 31 slide, July 23 reset
Nestlé slipped after half-year results and a water JV announcement. Here is how it stacks up against PepsiCo, and what the insider record says.
Nestlé vs Danone after H1: 3.6% growth, no fresh insider print
Nestlé’s H1 growth improved, but the stock slipped 1.66% as Danone and peers kept pressure on staples. The insider record stays quiet.
ABC Arbitrage: July 31 board sale, 12 filings, 5.2 score
ABC Arbitrage’s July 31 board sale lands against a mixed arbitrage backdrop, with 12 recent filings and a modest 5.2 signal score.
Tourmaline’s July buys vs ARC’s stronger run
Tourmaline’s July insider buying cluster lands after a soft Q2 and a weak share run. Read it against ARC Resources and the Canadian gas backdrop.
Saturn Oil buys: GMT Capital adds on July 31, 2026
GMT Capital bought Saturn Oil on July 31 as Canadian energy stayed firm, with Q2 free funds flow and buybacks framing the filing.
WCN’s two July buys versus Republic Services
Two WCN executives bought in late July and early August. Read the cluster against Republic Services, sector pricing power, and the stock’s own setup.
AbraSilver, silver at USD 57.60, and a EUR 59k buy
AbraSilver’s David O'Connor bought EUR 59,050 as silver pulled back and Diablillos advanced toward 2029 production after a CAD 50 million raise.
Cenovus: EUR 7.8m buy after Q2 beats and oil rally
Cenovus posted a stronger Q2, lifted guidance, and then saw Jonathan McKenzie buy EUR 7.8m in shares. The catch is oil and cohort math.