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...
Read More
The bull market is alive and well, as investors look forward to vaccines that enable economic reopening. So I continue to recommend that you be heavily invested in a diversified portfolio of stocks.
Read More
Markets steadied this week as the political situation became clearer and prospects for Covid-19 vaccines becoming available in the first half of 2021 seem more promising. The Explorer portfolio performed well this week, with a couple of ideas breaking out to new highs.
Read More
The bull market rolls on, with today’s news about Moderna’s vaccine providing a high-profile reason to be optimistic about reopening the economy.
Read More
Election results seem clear and will have a mixed impact on investor appetites.
Read More
The news that Pfizer has a promising Covid vaccine, combined with the weekend news that Biden/Harris won the presidential election, triggered a wave of buying (and selling) on Wall Street this morning, rewarding both large caps and small caps while penalizing (at least stocks...
Read More
It appears that we will have a sharply divided government in Washington, which Wall Street initially is taking as a positive. A better way of putting it is that it could have been much worse for investors.
Read More
With the election tomorrow a nearly universal concern, my optimistic expectation is that it will quickly pass, and investors’ attention will revert to what really matters—growth and valuation.
Read More
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.
Read More
The overall investing environment remains positive, though recent weakness in growth stocks in particular means buyers of aggressive stocks should favor low-risk entry points.
Read More
Stocks trading on U.S. markets faced some resistance as hopes for some sort of stimulus bill fade and as mixed earnings report begin rolling in. A key question is whether the pandemic boom stocks will have the revenue and earnings growth to support sharp...
Read More
Some of the best stock performers throughout history have been what are known as “follow-on” opportunities—companies that thrive as a secondary effect of some major change going on in the world.
Read More
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.
Read More
The overall investing environment continues to improve, with our intermediate-term trend-following indicator now back in positive mode and growth stocks in particular seeing strong buying.
Read More
The Explorer portfolio had another positive week, as the market is hostage to enacting another politically difficult stimulus package. Count me as skeptical. Stay-at-home stocks are leading the market while economic-recovery stocks struggle.
Read More
Officially, Cabot’s trend-following indicators now tell us that the intermediate-term trend of the market is down—and this means it’s prudent to increase your cash position, while leaning toward caution in new investments.
Read More
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.
Read More
Officially, Cabot’s trend-following indicators now tell us that the intermediate-term trend of the market is down—and this means it’s prudent to increase your cash position, while leaning toward caution in new investments.
Read More
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.
Read More
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.
Read More