Cabot Global Stocks Explorer 729
Some investors are bracing for the possibility that all this will lead to a surge in the cruelest tax of all – inflation.
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Some investors are bracing for the possibility that all this will lead to a surge in the cruelest tax of all – inflation.
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Today, I have a new recommendation that links three high profile growth trends: SPACs, e-commerce and internet gaming, and mobile payments.
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With the now-infamous Reddit trades unraveling, and the rebalancing done, the market is free to rebound.
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Today, I have a new recommendation that links three high profile growth trends: SPACs, e-commerce and internet gaming, and mobile payments.
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The most important catalyst for America’s political upheaval as well as the prime generator of wealth over the last three decades has been the inexorable rise of finance and technology and the relative decline in terms of jobs, growth and profits from manufacturing industry...
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Sometimes the most appealing stocks are those that superficially seem to go against trends (leading to investors avoiding them) yet have either fundamental traits that sidestep these trends or have overly discounted valuations.
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In investing, it pays to lean towards optimism and independent thinking, but sometimes it helps to consider a different view.
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Stocks have surged this past month, with the S&P 500 returning 11% in November. Other major indices, including the Dow Jones Industrial Average and the Nasdaq Composite, produced similarly strong returns. These kinds of returns would make a good year in most investors’ eyes.
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This is probably going to be an unusual Thanksgiving for many of you as we head into the last month of a turbulent year. While the overall market is up only a bit over 10%, there have been pockets that have delivered much, higher...
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Election results seem clear and will have a mixed impact on investor appetites.
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At Least One Uncertainty Cloud Should be Evaporating
There remains a lot going on. The pandemic, domestic and international economies struggling, zero/negative interest rates, and an unusually high number of other clouds still obscure the investing horizon. But, with election season rapidly approaching its one...
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Markets are choppy, which is normal considering uncertainty is high and we’re less than a week from the presidential election. Today I look at what history can teach us about politics and markets and why it might be a bit different this time.
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The Explorer portfolio held steady this week, though Cloudflare (NET) broke out with a 42% gain and our newest recommendation, Vipshop (VIPS), was up 12%. A few other stocks moved nicely higher.
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We’re in Limbo-Land … Now What?
There seems to be so much going on, and yet investors are stuck in the middle with no direction.
We’ve passed the worst (hopefully) of the pandemic, yet there isn’t a clear-cut solution in sight. The domestic economy continues grow...
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We enter the fourth quarter of 2020 today with a long-term game plan, not a 2-minute drill. The Explorer portfolio had a good week, with all positions advancing, though some more than others.
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The trend favoring highly scalable, high growth U.S. technology stocks is unlikely to change in the near future but diversifying into different countries and sectors is a good idea as we move into the fourth quarter.
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With the exception of another nice gain by NovoCure (NVCR), this was a quiet week for the Cabot Global Stocks Explorer portfolio as the Nasdaq continues its march, up almost 35% so far in 2020.
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Don’t Fight the Fed?
The U.S. Federal Reserve Bank, called by its colloquial name “the Fed” even on its website, made its informal but landmark policy change official last week. For the foreseeable future, the Fed will keep interest rates near zero, focusing almost on...
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All eyes are on Washington this week as markets, which have risen over the last four trading sessions, are counting on lawmakers hammering out another stimulus bill. Our emerging markets market timer remains positive.
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Our Emerging Markets Timer as found support in recent weeks, but that hasn’t been enough to produce a new buy signal.
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