Positive, but Less Powerful
One of the big reasons the market has always attracted us is that it’s a contrary beast, requiring investors to think and perceive things differently than in their day-to-day view of the real world. To the average person who turns the...
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The Music Changes
When I first arrived at Cabot, I spent a lot of time in the summer of 1999 reading through all (yes, all) of the old issues of the Growth Investor (or Cabot Market Letter for you long-time subscribers). One of my stories...
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Still the Same Story
Most times, the market environment is in a constant state of change, so when we report to you our latest thoughts on this page, there’s plenty to discuss—rotation among sectors, major moves in the indexes, earnings season or some big-picture that...
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Much More Good than Bad
We believe it was the late, great Marty Zweig who once wrote that, in the world of the market, you’re never going to get everything lined up in one direction—if you had 100 market timing indicators, to get 85 90...
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Twelve times since 1970, the 90% blastoff indicator has flashed. It almost always means good things for stocks in the year ahead. Now it's flashing again.
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Believe What You See
Most of the time, the stock market and U.S. economy are in gear—there are always fits and starts, but as the economy expands, earnings generally grow and that contributes to a bull market. But it’s the times when the two moving...
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The Perfect isn’t the Enemy of the (Very) Good
In a perfect world, everything would be lined up on the bull side of the fence. Market timing-wise, not only would our Cabot Trend Lines and Cabot Tides be bullish, but investor sentiment would be the...
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Last week brought a wave of earnings gaps among growth stocks, with some leaping more than 20%. But not all earnings gaps are created equal. I'll show you.
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Conventional investing wisdom says to keep tight stop losses on volatile stocks. But if you don't loosen your stops, you could miss out on some big profits.
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Earnings reactions among stocks can be quite dramatic, with huge gaps in either direction. Here are 3 examples this earnings season - and how to play them.
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Earnings season can be difficult to navigate for any investor. Here are my five rules on how to invest this earnings season.
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