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
Congratulations to the Top Picks of 2019!
Our contributors did a stellar job for you last year. As you can see from the table below, our Top 5 Picks averaged 131% gains! And the rest were pretty good, too.
Last year, the markets recovered all they...
Read More
The big news pertaining to global investing is the signing in Washington yesterday of the phase-one “truce” trade deal between America and China.
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
A Jewel among the Wreckage
This is one tough stock picking environment. It’s obscenely late in the bull market and economic recovery with the market near an all time record high. Sure, a similar situation has existed for several years. Okay, the economy is pretty...
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
For the most part, global stock markets performed strongly in 2019. But if you dig a bit deeper, you will see sizable and interesting gaps between countries.
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
A year ago at this time, I wrote a piece relaying all my thoughts on the then-horrific environment—while I wasn’t buying, I did write that many secondary “oversold” indicators were at historic extremes and a peak of downside momentum was at hand. That up...
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
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
We are so accustomed to looking at stocks and markets day by day that we sometimes miss the big trends as well as opportunities.
Read More
