February 20, 2020

We’re mostly bullish, and are giving our winners room to keep running, but we’re also still looking for decent entry points in stocks that appear to be early-ish in their advances.
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February 6, 2020

The market’s snapback has been impressive, pushing our Cabot Tides back to a green light and pulling most stocks up after short, sharp pullbacks.
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January 23, 2020

The environment hasn’t changed. It’s a very strong bull trend in the major indexes and most stocks, with our trend-following measures solidly positive.
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January 9, 2020

Remain bullish, but keep your wits about you. The market remains very strong, and we’re glad to see many of our stocks that consolidated during December come to life in recent days.
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December 26, 2019

Remain bullish. The bull market rolls on, and while there are legitimate shorter-term yellow flags (a good reason to be choosy on the buy side), the big-picture outlook is solid. We have no changes in the Model Portfolio today.
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December 12, 2019

Remain bullish, while keep your eyes open as some stocks have hit potholes. The market itself is in good shape, though we continue to think some news-driven ups and downs are likely in the near term.
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November 27, 2019

Remain bullish. The market and leading stocks continue to act well, and while a pullback, shakeout or some other potholes could occur in the short-term, the odds continue to favor higher prices over time.
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November 14, 2019

Continue to put money to work. The market and individual stocks are acting very well, and while there are some short-term yellow flags out there (complacency, overbought, etc.), the fact that stocks haven’t given up much ground is encouraging.
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October 31, 2019

Put a little money to work. There are still issues with many growth stocks and plenty of crosscurrents, but the overall market is looking good and we have seen some earnings-induced breakouts.
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October 17, 2019

While we’re growing more optimistic that the next big move will be up, we continue to advise a cautious stance as the market’s numerous crosscurrents continue—the indexes are still range bound, there’s rotation under the surface and relatively few stocks are hitting new highs.
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October 3, 2019

Be cautious. The selling pressure has spread to the rest of the market, with the recent decline cracking a bunch of stocks and causing our Cabot Tides to turn negative.
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September 19, 2019

Stocks rallied early in the day but then skidded after that, closing not that far from where they started. The environment remains mixed, with the market looking fine but growth stocks a bit sluggish.
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September 5, 2019

Remain cautious, but stay open minded. We’re encouraged by the recent action from the market, including some of the power and breadth of the rally.
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August 22, 2019

Remain generally cautious given that our Cabot Tides are still negative, though you shouldn’t be outright defensive given the encouraging action from so many growth stocks.
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August 8, 2019

Remain cautious, but stay flexible. Our Cabot Tides are effectively back on the fence as the upmove of the past few days has been encouraging—a bit more strength could restore the Tides green light.
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