The Insider Liquidation Nobody's Connecting to the Real Recession Signal (https://www.sec.gov/Archives/edgar/data/1571996/000119312526272862/xslF345X06/ownership.xml) — $DELL execs, $DDOG CEO, $CRWD leadership all dumping at peak valuations — while the tape is fixated on Iran and oil. But here's what's being missed: this isn't profit-taking, it's valuation surrender at the worst possible time for duration assets.

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