π’ Dataroma: Boston Scientific Insider Buying Continues Into Early August, Topped by a $9M Purchase
Boston Scientific insiders filed purchases on four separate days over the past week, including a $9M single buy on Aug 5 β the newest filing on Dataroma's insider tracker is dated Aug 7.
β’ Schroders and BlackRock stay constructive on equities into H2 on earnings momentum, but both flag pockets of froth and stretched valuations in parts of the market.
β’ PIMCO's caution on return dispersion and geopolitical fragmentation reinforces the case for large, high-quality names less exposed to macro cross-currents.
π‘ Why it matters: Repeated insider buying at a large-cap medtech name while major asset managers flag valuation froth elsewhere may point to rotation toward defensive, earnings-visible sectors rather than a broad re-rating of risk appetite.
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