With the market having come back strong since its swift retreat in early June the immediate threat of a larger correction has diminished. The S&P 500 index is back above its 50-day line and within a couple percentage points of its all-time high.
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Our Cabot Tides are yet to flash a green light, and thus we’re content to hold our strong, profitable stocks, but also to keep a chunk of cash on the sideline.
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Our Emerging Markets Timer is still solidly in the bull camp, with the recent pullback being modest compared to the year-to-date upmove.
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The market found its mojo after the Fed vaguely insinuated that it could conceivably consider cutting rates before the end of the year. But it looks like the momentum is gone.
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The market remains strong and I continue to recommend that you be heavily invested in a well-diversified portfolio that meets your investment needs.
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The market has been up for six straight days, marijuana stocks look good, overall, and while we don’t quite have a buy signal from our intermediate-term trend-following indicator, we are very close. Today we are averaging up in three stocks.
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We’re looking at economic data that could push interest rates upward (rising food price inflation and business expansion) and we’re also looking at economic data that could push rates downward (GDP potentially falling due to China tariffs, and slowing employment numbers).
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Stock Recommendation Tracker
The Stock Recommendation Tracker is a table that features all of the current recommendations in all of our portfolios. It’s a quick way for you to see what stocks are currently in our portfolios and will highlight new additions or any to...
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Stock Recommendation Tracker
The Stock Recommendation Tracker is a table that features all of the current recommendations in all of our portfolios. It’s a quick way for you to see what stocks are currently in our portfolios and will highlight new additions or any to...
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Pieces are in Place
We’re about five weeks into this market correction, and it’s been a pretty nasty one when looking at the major indexes—from high to low, the S&P 500 has fallen as much as 7.6% and the Nasdaq by 10.8%, with small- mid-cap...
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Emerging markets (EEM) and Chinese stocks in particular continue to struggle a bit this week. The EEM is trading right at its 200-day moving average and below its 50-day moving average so the portfolio remains in a defensive stance.
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The broad market has advanced nicely since mid-day Monday when news that the Fed might lower interest rates sparked a wave of buying. Long-term, the future is bright. But short-term, the portfolio is happy holding a cash level of 23%, deferring new buying.
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Amidst the uncertainty investors are gravitating toward dividend stocks. You’re in the right place at the right time.
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Market Views
Be Ready for Profit-Taking
I see yields and stocks falling considerably more than this in the months ahead. Likewise, I think gold’s countdown is nearing its end, prior to re-launching in more dramatic fashion its interrupted secular bull market.
But these moves—or at least of...
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The market remains strong and I continue to recommend that you be heavily invested in a well-diversified portfolio that meets your investment needs.
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Assessing the Retail Stock Landscape
After rising 25.3% from Christmas Eve 2018 through April 30, 2019, the S&P 500 stock index fell 6.6% in May. A pullback was clearly overdue, and there was plenty of fuel to keep investors on the edge of their Many...
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Stock Recommendation Tracker
The Stock Recommendation Tracker is a table that features all of the current recommendations in all of our portfolios. It’s a quick way for you to see what stocks are currently in our portfolios and will highlight new additions or any to...
Read More
Stock Recommendation Tracker
The Stock Recommendation Tracker is a table that features all of the current recommendations in all of our portfolios. It’s a quick way for you to see what stocks are currently in our portfolios and will highlight new additions or any to...
Read More
Altogether it felt like a calm week. Considering the worsening performance of the S&P 600 Small Cap Index, which broke below its comfort zone, and the S&P 500, now 6% off its high, our portfolio’s resiliency continues to stand out.
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Our Cabot Tides are still clearly negative, and in recent days the selling pressure has broadened out, causing more stocks and sectors to take on water.
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