Friend,

Let me give you a number.

90 to 1.

That’s how many paper gold claims exist for every real ounce in COMEX vaults.

Ninety promises. One ounce of metal.

It’s like a game of musical chairs. Except there are 90 players. And only 1 chair.

When the music stops, 89 people lose.

And the music IS stopping.

COMEX gold inventory dropped 25% last year alone. The gold is flowing East. Shanghai. Mumbai. Moscow.

On March 31st, contract holders can demand delivery. If too many show up at once…

You’ve seen what happens. They change the rules. They close markets. They ban buying.

Every time, paper holders got crushed. Mining stock holders made fortunes.

I’ve found the one stock at the center of this crisis.

>> Get the Full Story Here <<

The Buck Stops Here,
Dylan Jovine

---

Exclusive Story from MarketBeat

Insiders Are Selling These 3 High-Flying Stocks

Reported by Leo Miller. Article Published: 1/19/2026. 

Article Highlights

• MP Materials and Oklo have seen sizable insider selling, but a meaningful portion occurred under 10b5-1 plans, which reduces the near-term bearish read.
• Non-10b5-1 selling at MP Materials and Oklo occurred below current prices, creating a moderately bearish signaldespite strong prior-year gains.
• Redwire’s January 2026 insider selling stands out most because it is large, concentrated, and not tied to 10b5-1 plans.

Some of the market’s most volatile stocks have experienced significant insider selling recently, including notable names in rare-earth metals, nuclear energy, and aerospace. While insider selling is often viewed as a bearish signal, each trade requires context. Let’s examine MP Materials (NYSE: MP), Oklo (NYSE: OKLO), and Redwire (NYSE: RDW) and assess their recent insider activity.

MP Insiders Sell Over $40 Million in Two Months

First up is MP Materials, the rare-earth metals heavyweight that jumped 224% in 2025. Since the beginning of December 2025, the company has seen nearly $46 million of insider selling.

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That level of selling is notable, accounting for more than 40% of the stock’s insider sales since the start of 2025.

Much of that activity came from two of the company’s top executives: CEO James H. Litinsky and CFO Ryan Corbett.

About $19 million of the sales were executed under pre-established 10b5-1 trading plans. Trades under 10b5-1 plans are typically set up in advance, which limits their near-term bearish implications.

The remaining roughly $26 million is more concerning. Those sales were executed between $60 and $63 per share. With MP Materials trading near $69, the recent insider sales lean moderately bearish.

Insider Selling Jumps at OKLO as the Year Turns

Next is Oklo, an aspiring nuclear energy provider. After rising more than 100% in 2024, the stock surged 238% in 2025. Since December 2025, insiders have sold about $136 million of shares.

Most of those sales came from CEO Jacob Dewitte, with CFO Richard Craig Bealmear also selling notable amounts.

However, Dewitte’s sales are the least worrisome: they were executed under a 10b5-1 plan. As a holder of more than 10% of Oklo, he is likely securing liquidity from a long-standing investment.

Overall, only about $6.3 million of the recent sales were not part of 10b5-1 plans.

Those non-plan sales were executed between $77 and $88, below the stock’s current price around $95. While this activity is a bearish signal, the context makes it less alarming than the headline number might suggest.

Redwire Insider Sells After Monstrous 2025

Finally, Redwire, the aerospace company that delivered a total return of more than 470% in 2025. There was no insider selling in December 2025, but sales surged in January 2026.

In the first weeks of the year, insiders sold roughly $252 million of shares — more than 72% of the company’s insider selling since the start of 2025. None of these sales were executed under 10b5-1 plans, which makes them more bearish.

The seller was AE Red Holdings, a vehicle operated by AE Industrial Partners, a private equity firm specializing in national security, aerospace, and industrial services investments.

A large sale by a presumably well-informed investor is concerning. AE sold shares between $10 and $11, below the stock’s current price near $12. Still, AE remains a shareholder of more than 10%, which suggests some continued conviction in the company.

Redwire’s Red Flag: Insider Selling

Redwire’s insider sales are the most worrying of the three. MP and Oklo also show meaningful bearish signals, but those are less definitive once you account for 10b5-1 plans and timing.

Investors should remember that insider trading data are signals, not verdicts. They’re most useful when combined with other indicators and a broader understanding of company fundamentals and strategy.

Thank you for subscribing to Insider Trades Daily, which covers the most recent insider buying and selling activity from Wall Street CEO’s, CFO’s, COO’s and other insiders.

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