Cabot Micro-Cap Insider Update

Historically, the market performs really well around holidays. I would expect a strong market today (11/24) and Friday. The market usually finishes strong to end the year, and it will be interesting to see if this year follows the typical historical pattern.
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Cabot Micro-Cap Insider Update

It’s earnings season. That 3-to-4-week period where most public companies report their results. I find earnings season to be a great time to check in on your holdings. Many think that the market is too short-term oriented and that quarterly earnings don’t really matters...
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Cabot Micro-Cap Insider Update

Halloween is one of my favorite holidays of the year. There is minimal preparation, no gifts to get, no travel – you just get to celebrate with friends & family and watch your kids have the time of their lives.
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Cabot Turnaround Letter Weekly Update

This week’s note includes comments on earnings reports from ten recommended companies as well as The Catalyst Report. Our podcast also includes our views on Facebook (FB) and the metaverse, and the secret of low expectations.
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Cabot Micro-Cap Insider Update

After pulling back in September, the S&P 500 is back to flirting with all-time highs. My favorite strategist, Ryan Detrick, recently shared that the market is typically weak now before starting to run into the “Santa rally.”
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Cabot Micro-Cap Insider Update

Last week, I made the case that we may be amid a commodity bull market and that it makes sense to have a percentage of your portfolio allocated to commodity companies. Many commodities are breaking out to the upside, yet many commodity companies continue to incredibly...
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Cabot Micro-Cap Insider Update

There’s a case to be made that we are in the early innings of a commodity bull market. I’m starting to see lots of articles about a looming energy shortage which will hit this winter.
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Cabot Micro-Cap Insider Update

This week, everyone is talking about Evergrande. In case you’ve missed it, Evergrande is a Chinese real estate developer. Its core business is building homes, but it branched out into other directions like investing in EVs, a theme park, and other business lines.
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