It’s been another week of mixed stock performance and assorted headlines that collectively give me the sense that, while a lot of investors may be shifting money around, there’s no real consensus yet on what will work and what won’t in the near-term.
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That tech stocks would cool a bit has been one of my key themes over the past few issues; and September has seen it come to pass.
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Through most of the summer, investors had become increasingly confident about the strength and direction of the economic recovery, the likelihood of the arrival of several promising Covid vaccines, another round of federal economic stimulus and other favorable indicators.
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Technically, the market is now in an intermediate-term downtrend, which tells us that additional defensive measures would be prudent. In the very short term, however, I expect a bounce from today’s high-profile decline, so I’m mainly holding.
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The flavor of the market hasn’t changed in the last week, in my view. There is still a sense that many high growth stocks have run too far. I think the lesser-informed general public hears about the recent slide in the mega-caps (AAPL, MSFT,...
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Election season is now in full swing. In less than seven weeks, or only 49 days, the country will select its next president, representatives from all 435 House congressional districts, 35 senators and 12 state governors.
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Overall, our market-timing indicators remain bullish, and thus the prescription for investing success is to maintain a diversified portfolio of healthy stocks.
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The market has served up a good deal of volatility lately and for the most part our stocks have handled it well (so far).
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Markets were abuzz this week with talk of a “tech meltdown,” with Tesla (TSLA) getting hit rather hard on Tuesday, falling more than 20% before bouncing back 10% yesterday.
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The recent (and ongoing?) tech momentum reversal appears to be due to a variety of concerns ranging from doubt about valuations, worries about the pace of the economy’s recovery, the lack of another stimulus package and slowing growth in the Federal Reserve’s asset purchases.
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Overall, our market-timing indicators remain bullish, and thus the prescription for investing success is to maintain a diversified portfolio of healthy stocks.
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The bull market remains in full force, even as various signs (sentiment and charts) caution that a correction is increasingly likely.
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There isn’t any major news for any of our stocks.
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The Cabot Global Stocks Explorer portfolio had another good week, with four stocks all making major moves.
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Starting next Monday, August 31, before the market opens, the Dow Jones Industrial Average will have a new look.
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The market’s strength has been very impressive, and our market-timing indicators continue to tell us that the market will be higher in the months ahead.
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As far as the last week goes our stocks are up an average of 3%.
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2020 has surely been one for the record books—the sharpest selloff in history from a record high to a bear market and then the sharpest rebound in history from a bear market to a new record high.
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Second quarter earnings season is winding down. It was quite a quarter! We’re impressed that so many companies have aggressively reduced their operating costs in the recently completed quarter.
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The broad market continues to look very healthy, with good breadth that suggests the ultimate end of this bull run is still months away.
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