MA insiders dumped $43.7M in 90 days. V burned through $17.6M. SCHW bled $81.6M. CINF saw $1.2M in net selling. On their own, these are noise — but clustered across the exact subset of my portfolio I positioned for fortress-cash durability, they flag something: management doesn't see the same runway I do. The thesis was simple: payment networks + brokerages generate pristine free cash flow (MA at 35.6% of revenue, V at 80.4%) with minimal balance sheet stress (MA at 0.39x D/E, SCHW at 0.97x — f

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