Dear Reader,
If you've noticed that tech is slipping…
While commodities are surging…
And geopolitical conflicts are intensifying…
You may already be connecting the dots.
From the skirmish in Ukraine to the conflict with Iran, the world is experiencing chaos and instability in a way we haven’t seen in decades.
According to legendary forecaster and former CNBC co-host JC Parets, “It’s part of a predictable cycle.”
Parets — who famously called the crash of 2008 as well as the exact start of the 2022 bull market — calls it the Chaos Cycle.
We saw this force play out from 1999 to 2011.
And we saw another cycle from 1968 to 1981, a period that also saw intense conflict in the Middle East.
During these periods, growth stocks gradually stall…
While investments tied to real assets can soar 20x… even 30x.
JC recently filmed a short video explaining the cycle — and how he recommends playing it.
Good investing,
Pete Campbell
Publisher, TrendLabs
Insiders Step in to Buy These 3 Tanking Stocks
Submitted by Leo Miller. Posted: 3/10/2026.
Key Points
- Insiders are buying KKR after the stock has lost over a third of its value as investors assess the risks of the firm's investment portfolio from multiple angles.
- After surging 250% on its IPO day, Figma is trading below its opening price and has seen over $30 million in insider buying.
- Reddit is down almost 50% from its highs, and one insider is buying as the company's financials improve.
- Special Report: The Biggest IPO Ever: Claim Your Stake Today
Amid precipitous declines in their share prices, several notable stocks are flashing a bullish signal through a key indicator: insider buying. That group includes a leading financial services company, a creative design disruptor, and a social platform whose shares have risen more than 300% since its IPO.
KKR Sees Big Insider Buying as Markets Rock Shares
KKR & Co. (NYSE: KKR) is the world's fifth-largest alternative asset manager, overseeing more than $700 billion in assets. The stock, however, is off more than 35% from its all-time high amid investor worries that artificial intelligence (AI) could disrupt the businesses KKR has invested in or lent to—particularly software companies.
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Watch the broadcast before the window closes nowInvestors fear AI-driven changes could materially damage returns on certain portfolio companies and loans. Despite that sentiment, KKR insiders have been buying aggressively. In 2026, insiders purchased roughly $40 million of KKR stock, and MarketBeat has not tracked corresponding insider selling over the same period.
Part of the optimism may stem from KKR's claim that its roughly $740 billion in assets under management has only about 7% exposure to software, well below peers and relevant equity and credit indexes. The company says this underexposure partly reflects a cautious stance in 2021 when many competitors overallocated to software businesses.
Still, other risks remain, including concerns around the "Bermuda Triangle" private credit strategies used by firms like KKR.
FIG Insider Piles in After Fall from Grace
Next up is Figma (NYSE: FIG), a digital design company that has been challenging Adobe (NASDAQ: ADBE).
The stock rocketed 250% on its first day of trading in mid-2025 but has since collapsed, trading near $29 per share—below its $33 IPO price and well under its post-IPO highs. Fears about AI disruption to software also hit Figma hard.
Despite the sell-off, insider Reed Andrew Phillips is stepping in, buying more than $36 million of Figma stock in February. Phillips paid an average price near $25—roughly 15% above the stock's current level—and, given the limited move since then, these purchases remain a bullish signal.
Investors should note that Figma's insider selling in 2026 approaches $50 million, exceeding Phillips' purchases. However, nearly all those sales were executed under predetermined 10b5-1 plans or for other mitigating reasons, which reduces their bearish implication and helps preserve the positive signal from Phillips' buys.
Still, as a recently public company, many insiders will likely seek liquidity by selling shares, which could create an ongoing overhang on the stock.
RDDT: Revenue, Margins, Buybacks, and Insider Buying Are Up
Discussion platform Reddit (NYSE: RDDT) has taken investors on a wildly volatile ride since its 2024 IPO.
The stock jumped 48% on its first trading day from an IPO price of $34 and later reached as high as $270 in 2025. It has since retraced roughly 50% from that peak and now trades near $140—still more than 300% above its IPO price.
AI disruption fears likely contributed to some recent declines, coinciding with big drops in software names. Despite that, Reddit has delivered rapid revenue growth—between 68% and 78% over the last three quarters—driven by advertising momentum, and it posted its highest-ever adjusted EBITDA margin last quarter at 45%.
To reinforce confidence, the company announced a new $1 billion buyback authorization, and an insider purchase adds a further bullish note. In February, director Sarah Farrell purchased about $7.6 million of Reddit stock at an average price near $148—slightly above the current level. Reddit also saw notable insider selling in 2026, but, as with Figma, most of those sales occurred under 10b5-1 plans.
Evaluating Insider Activity Alongside Broader Fundamental Analysis
Overall, insider purchases at KKR, FIG, and RDDT are encouraging signals for stocks that have suffered steep declines. However, investors should remember that insider buying is only one component of a comprehensive investment analysis. Combine insider activity with broader fundamental, competitive, and macro risk assessments before making investment decisions.
Franco-Nevada May Be the Best Way to Play a Commodity Supercycle
By Chris Markoch. Article Published: 3/13/2026.
Key Points
- Franco-Nevada’s royalty and streaming model allows it to benefit from rising commodity prices without the operational risks faced by traditional mining companies.
- The company offers diversified exposure to gold, energy, and industrial metals, positioning it as a unique way to invest in a potential commodity supercycle.
- Despite consolidating after a strong run, Franco-Nevada stock remains in a long-term bullish trend supported by strong cash flow and analyst optimism.
- Special Report: The Biggest IPO Ever: Claim Your Stake Today
After an initial pop following its earnings release, Franco-Nevada Corp. (NYSE: FNV) is essentially flat since reporting fourth-quarter results on March 10. The royalty/streaming company posted a strong quarter, but its bullish story has been muted by broader market turbulence.
It shouldn't be. The world appears to be at the start of a commodities supercycle, and Franco-Nevada offers investors an intriguing — and potentially superior — way to gain exposure to that trend.
A Gold-Focused Tollbooth on the Mining Sector
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San Francisco is the strangest city in America right now—you can hop into a self-driving car and be chauffeured by a robot, but out the window you see addicts slumped in doorways, open-air drug markets, the mentally ill screaming at the sky, and entire city blocks consumed by homeless encampments. It's ground-zero for the most disruptive technological forces of our age, and Erez lives in the Bay Area plugged into the capital, the connections, and the companies reshaping the world—the advancements in AI, blockchain, computing, and biosciences are unlike anything the world has seen before, and a tsunami of disruption is coming for everything all at once. During our most recent broadcast, we exposed what we're calling the most asymmetric opportunity of our careers: an overlooked financial company hiding a multi-billion-dollar blockchain asset Wall Street hasn't priced in—it's one of those rare situations Warren Buffett would describe as raining gold when all you have to do is step outside if you want to get rich.
Watch the broadcast before the window closes nowPrecious metals are having their moment. Gold and silver both hit record highs earlier this year, while platinum and palladium have strengthened. Beyond 2026, investors are already placing bets on rare earth metals and other niche materials that will power electrification and defense-sector demand.
This is where Franco-Nevada becomes especially interesting. Unlike traditional miners and other basic materials stocks, Franco-Nevada doesn't own or operate mines. Instead, it provides upfront capital to mining and energy companies in exchange for royalties or streams on future production.
In practice, Franco-Nevada collects a slice of revenue or metal output from a broad, diversified portfolio without bearing the capital expenditure overruns, labor disputes, or escalating operating costs that can erode miners' margins. In a supercycle driven by higher commodity prices and persistent cost inflation, that model can be especially powerful.
For investors who are bullish on gold but wary of the operational headaches of owning individual miners, Franco-Nevada effectively acts as a high-margin tollbooth on the sector. If gold continues to grind higher, more of that upside can flow through to Franco-Nevada's cash flow than to a traditional miner whose budget is continually eaten by fuel, steel, and wages.
Beyond Gold: A Diversified Supercycle Play
There's a bigger picture beyond precious metals. Commodities of all kinds — including oil and copper — are also entering a supercycle moment. Years of underinvestment, rising geopolitical risk, and the demands of decarbonization and reshoring are straining supply as structural demand builds.
Unlike gold and silver, investors can't hold physical oil, and many avoid storing metals for cost, security, or tax reasons. That makes exchange-traded funds (ETFs) an attractive option for some, but paper exposure carries its own risks, including tracking error, roll costs in futures-based products, and the complexity of managing multiple positions across different commodities.
That's what makes Franco-Nevada compelling. While gold remains its core, the company also has meaningful exposure to oil, gas, and base metals such as copper through its royalty and streaming portfolio.
That provides a single-stock way to participate in a broad commodities upcycle: you get gold as the anchor, with embedded optionality on energy and industrial metals that should benefit if the supercycle thesis plays out. And because Franco-Nevada's contracts are structured around volumes and revenues — not operating profits — it can benefit from rising commodity prices without shouldering the full operational and environmental risks producers face.
Earnings and Outlook Back the Thesis
Franco-Nevada's latest earnings report illustrated why this model works. The company continues to generate high margins and robust free cash flow, supported by record or near-record volumes from key gold and platinum group metals (PGM) assets and steady contributions from its energy and copper-linked agreements.
Looking ahead, management is guiding 2026 gold-equivalent ounce (GEO) volumes to be flat to modestly higher off a strong 2025 base. That outlook does not include potential upside from new projects that could ramp faster or from restarted dormant assets.
That supports the supercycle thesis: Franco-Nevada doesn't need massive production growth to win. It primarily needs commodity prices to remain constructive while its portfolio performs. Analysts may differ on exact price targets for gold, silver, and other commodities, but many expect prices to move higher.
But Do You Buy FNV Stock at These Levels?
Long-term investors looking to hold Franco-Nevada in a diversified portfolio should have little hesitation. The stock remains in a long-term bullish trend and appears to have additional upside based on both fundamentals and price structure. Even though the share price sits slightly above the consensus price target, analysts still rate FNV a Moderate Buy, and more analyst commentary typically follows earnings.
For traders considering FNV as a swing trade, a better entry may be forthcoming. The stock is consolidating recent gains after a strong run into and through earnings. Momentum moderated after an overbought surge in late January, and recent pushes to new highs have come with less extreme momentum readings.
That means it may not be the time to chase the stock higher. A better risk-reward entry could come on dips toward recent support zones; if pullbacks hold above those levels, more upside should remain available.
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