🐢 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 — the newest filing on Dataroma's insider tracker is dated Aug 7.
• 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.
• PIMCO's caution on return dispersion and geopolitical fragmentation reinforces the case for large, high-quality names less exposed to macro cross-currents.
💡 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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