Today, for a change, I’ll cover the news first, and the investing advice second. In Illinois, marijuana taxes exceeded alcohol taxes in the first three months of 2021. Marijuana tax revenue amounted to $86,537,000 while alcohol taxes brought in $72,281,000. I expect the to...
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Even the S&P 500 is back near all-time highs. So why does it feel like there’s been a pullback in the market? Because there has … if you’re a micro-cap investor. The Russell Micro-cap index has pulled back and has underperformed the S&P by...
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The bull market rolls on—but it’s not a perfect bull market. In fact, it’s showing signs of age, with divergences and rotations that alternately reward and retard various sectors from time to time.
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Today’s note includes earnings updates and the podcast.
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Markets seem to be pausing a bit, with some stocks losing momentum while a few show surprising strength.
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Nine weeks ago, as the marijuana sector was completing what looked like a climax top, I took the risky step of taking partial profits in ten of our stocks, moving to a 45% cash position.
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The leading indexes continue to hit record highs, telling us the bull market that began over a year ago, though it is showing some signs of age, remains intact.
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Today’s note includes earnings updates and the podcast.
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A quick look through the major marijuana stocks leads to an unsurprising conclusion: the sector remains in a correction.
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After a volatile March, the market has found its footing. Month to date, the S&P 500 is up 2.8%, and is back to an all-time high. Our open recommendations are up 81% on average from when they were initially profiled. In total (including recommendations),...
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The bull market is still intact, but the signs of fraying that often emerge during long topping actions continue. Still, by focusing on the right stocks, we can do well.
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Today’s note includes earnings updates, ratings changes, the podcast and the Catalyst Report.
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The Big Idea
For over a year we have been forced to hold back from doing so many things we all took for granted.
Now, with vaccination rates rising quickly, spring in the air and summer right around the corner there is massive pent-up demand travel,...
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Tech stocks struggle a bit but some EV stocks bounce back as investors look to play the long game.
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The big news this week (completely unrelated to our recommendations) is that a family office called Archegos Capital Management has blown up and caused a mini-meltdown in the market.
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The market divergence that has been evolving since early February continues, with the Nasdaq in particular looking weak while the more conservative indexes like the S&P 500 remain near their highs.
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The bull market in our turnaround stocks continues to drive several names to prices above our targets.
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The marijuana sector, in general, remains in a correction. The high for the sector was six weeks ago, while the most recent bottom was two and a half weeks ago.
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Over the past couple of weeks, the market has been flat despite a lot of news flow. There are rumors that the Biden administration may try to push through a tax hike on high earners and separately propose a massive infrastructure bill. Meanwhile, round...
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While leading growth stocks have been hit hard (and some have rebounded), the major indexes remain in uptrends and cyclical stocks and “reopening” stocks have attracted new buyers.
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