From Cabot Top Ten Trader
Overall, the environment has remained the same for the past few weeks: The momentum in the market is very strong, and the price/volume action of leading stocks remains excellent, so you should remain bullish. That said, the risk of sharp...
Read More
The environment hasn’t changed. It’s a very strong bull trend in the major indexes and most stocks, with our trend-following measures solidly positive.
Read More
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...
Read More
The S&P 500 (SPX) index is up 10% since rising above its previous trading range in late November. While 10% is not necessarily a big move for a stock, it is definitely a big move for a major index.
Read More
The market is strong, our portfolio is full, and the prospects for the months ahead look good. Thus I continue to recommend that you be heavily invested in stocks that help you meet your investing goals.
Read More
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...
Read More
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.
Read More
Fourth quarter 2019 earnings season began yesterday with a few large banks reporting very strong results.
Read More
The market is strong, our portfolio is full, and the prospects for the months ahead look good. Thus I continue to recommend that you be heavily invested in stocks that help you meet your investing goals.
Read More
Remain bullish, but keep your wits about you. The market remains very strong, and we’re glad to see many of our stocks that consolidated during December come to life in recent days.
Read More
Short-term, the market remains under pressure, buffeted by the selling of investors scared by the prospects of an extended tariff war, but long-term, the trend remains up, so we still see the current weakness as a normal correction.
Read More
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.
Read More
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..
Read More
Short-term, the market remains under pressure, buffeted by the selling of investors scared by the prospects of an extended tariff war, but long-term, the trend remains up, so we still see the current weakness as a normal correction.
Read More
There was very little news or new analyst research on our portfolio stocks last week. I expect a surge in new information by mid-January as businesspeople and Wall Street analysts get back to work after the holidays.
Read More
Remain bullish. The bull market rolls on, and while there are legitimate shorter-term yellow flags (a good reason to be choosy on the buy side), the big-picture outlook is solid. We have no changes in the Model Portfolio today.
Read More
I previously gave you a heads up that new low-sulfur diesel regulations (IMO 2020) and a serious hog disease in China (African Swine Fever) are quite likely to increase inflation numbers in 2020 and beyond. Are you ready for the next sweeping industrywide that...
Read More
As for the market, it continues to act very well amidst a vacuum of selling pressure. As we write this, the S&P 500 (up 1.2% or so) and Nasdaq (up 1.8%) are solidly in the green, and small- and mid-cap indexes have actually a..
Read More
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...
Read More
Short-term, the market remains under pressure, buffeted by the selling of investors scared by the prospects of an extended tariff war, but long-term, the trend remains up, so we still see the current weakness as a normal correction.
Read More