Here we are in an up leg of a bull market that began three months ago. Since early October the S&P 500 has climbed 14%. With trade issues and Iran out of the headlines, the strong economy and low interest rates are driving higher...
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Just Because It’s Unusual Doesn’t Mean It’s Wrong
The year is just over two weeks old, but we’ve already been subject to the Iran attacks, a Phase 1 trade deal with China, and soon, an impeachment trial in the Senate. Accompanying those are countless pieces...
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The year is starting out great! There was some volatility associated with the Iran thing but it looks like that, along with trade issues, has faded from the headlines, for now.
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A Jewel among the Wreckage
This is one tough stock picking environment. It’s obscenely late in the bull market and economic recovery with the market near an all time record high. Sure, a similar situation has existed for several years. Okay, the economy is pretty...
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Canada's stock market has lagged behind the U.S. and emerging markets, but these three Canadian blue-chip stocks are bucking that trend.
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Here we are at the beginning of a new year and a new decade. A pivotal calendar turn like this is a great time to stop, get off the train, look around and see where we are, and where we might be going.
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Happy New Year
The calendar has flipped to 2020, but nothing much has changed with the market’s evidence. On a longer-term basis, most primary indicators, such as our Cabot Trend Lines and Cabot Tides, continue to look great, and we’ve written numerous times a..
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The Bull Market Rolls into 2020
First and foremost, this being our last official issue of the year, I want to wish you and yours a very Merry Christmas and Happy Holidays. We’ll have a brief, eggnog-laden update next week, along with any bulletins needed.
As...
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A Great Way to Play the Growing Marijuana Industry
We are standing on the precipice of a New Year and a new decade. In a way it’s just an arbitrary date on the calendar. But new beginnings hold great promise and are an ideal to...
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Here we are within weeks of the end of year and the end of a decade. It is approaching the 11th year of the recovery and bull market. The S&P 500 is up 25% in 2019 and very near the all-time high. Where we...
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A Normal Breather
As the market pushed sharply higher following its early-October low (10% or so in the S&P 500, 12%-plus in the Nasdaq), rising seven out of eight weeks, the worries of the world (trade wars, slowing economic growth, even impeachment) were slowly As...
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This has been a good year for the market. With only weeks left in 2019, the S&P 500 is more than 23% higher for the year. Some of that is the undoing of the overselling at the end of last year. But the has...
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Robots aren't taking over the world the way some had feared, but robotics are a big industry. And you can play the trend with this Japanese robot stock.
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An Amazing Opportunity from the 5G Revolution
The world is about to change in a major way. So much so that you may look back ten years or even five years from now and realize how profoundly different things are since 2019.
Identifying change is to...
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Mostly Sunny, Chance of Passing Showers
Seven weeks ago, the market was getting hit and growth stocks were looking awful. We were definitely cautious, but on this page we also wrote the following:
“We don’t want to sound too negative. It’s still a bull market, we...
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Market: Great. Growth Stocks: Just OK
Ever since the indexes turned on a dime at the beginning of this year, we’ve been leaning bullish on the general market, and in recent months, even as things have chopped around and there’s been an avalanche of we’ve...
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The market mood is always changing. Just last week the market indexes were forging new all-time highs and cyclical stocks were the best performers. What a difference a week makes.
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The market still has an upward bias, albeit less so than the past couple of weeks. Investors are starting to sniff out 2020.
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The economy is still solid and the trade war thaw is taking away a big headline risk for the market.
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This High Priced Market Still Offers Great Value
Here we are with the market at fresh new all-time highs. It’s already the longest running recovery and bull market in history. Meanwhile, the global economy stinks and might be getting worse and we are on precipice...
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