The world has undergone a massive disruption over the last two years. Such events almost always create opportunity. The global pandemic hit the world like a meteor. The ensuing lockdowns crashed the economy overnight. And the end of those lockdowns revived the economy as...
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At the end of each year, the Cabot Turnaround Letter looks through its portfolio of recommended stocks to identify the “Top Five” for the coming year.
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We come to the end of another year again. But more importantly, it’s the beginning of a new year. This is the time of year when predictions are everywhere.
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As year-end approaches, artificial selling pressure can create large enough short-term bargains that even we find worthwhile.
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A new and powerful issue has arisen in the wake of this pandemic recovery. It’s called inflation. It hasn’t been a real problem in ages. But it used to be a huge problem.
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As consumer staples stocks slide backwards, the stock market continues to reach record highs.
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As financial markets have grown in sophistication, private equity investing is no longer the exclusive domain of the wealthy.
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Transportation is a fundamental component of human existence, and like all industries, innovations that improve relevance while reducing costs mean the difference between prosperity and oblivion.
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It’s still an amazing market. The S&P is up 96% from the bear market low in March of 2020. The index is also up over 20% so far this year.
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While the stock market continues to set new record highs, investors continue to bypass the energy sector. One indicator: the sector’s weight within the S&P 500 has collapsed from nearly 16% in 2009 to only 2.4% today, making it the smallest in the index.
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It’s a confusing market. The indexes have rallied over 100% since the bottom in March of 2020. And fears abound over the new virus strain and inflation. It seems like a perfect storm for a slap in the face after Labor Day.
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It’s been a remarkably strong market, not just since the bottom of the pandemic-driven sell-off a little more than a year ago, but over the past decade.
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Gold has long been a safe haven for investors in turbulent times, and new pandemic fears could prompt more people to invest in gold.
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Remember income? It used to be so easy. But good yields from traditional investments have gone the way of the eight-track tape.
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At about the halfway point of 2021, the S&P 500 has returned 14.8% (a good annual return in most years), continuing its remarkable advance from the depths of the pandemic-led sell-off in March 2020.
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It’s hard to get away from the current headlines. It’s all about the pandemic and recovery. Lately, they’re throwing in some inflation talk to spice things up.
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Good investment ideas can come from anywhere. One useful source is to borrow ideas from like-minded investors.
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High yield bond returns have been quite strong. But the yields are lower than they've been in 30 years. And that makes them even higher risk.
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The easy money and sky-high returns of the earlier recovery may be over. But the party for income investors is still going strong.
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With the stock market continuing to reach record highs, and with most stocks either participating in the rally or facing structural, fundamental challenges that they won’t likely overcome, finding new ideas can be a challenge.
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