Cabot Explorer Bi-weekly Update

There is this widely held belief that January is a great month for investors. But I always throw cold water on this claim because the fact is, over the past 25 years, it’s been one of the worst months for stocks.
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Cabot Explorer Bi-weekly Update

It’s been a challenging week for growth investors as the stocks that climbed the fastest are getting hit the hardest, such as our Cloudflare (NET) position, despite still posting strong numbers. On the other hand, Oracle (ORCL), where expectations are more modest, jumped 89...
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Cabot Explorer Bi-weekly Update

The market has entered a rough patch, especially for tech and stocks that have not been demonstrating relative strength. Explorer stocks are all over the map, with Coupa (COUP) and Cloudflare (NET) showing some weakness, many positions holding steady, and Novonix (NVNXF) up in...
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Cabot Explorer Bi-weekly Update

There is one topic that brings together Wall Street, Hollywood and Silicon Valley – the metaverse. While "metaverse" definitions are varied, the idea of bringing people together in a virtual interactive world is, as they used to say, the talk of the town.
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Cabot Explorer 748

Inflation stays high, Infrastructure week arrives, Rivian stock surges while markets sell off a bit yesterday. The weakness yesterday halted some good rallies among Explorer stocks.
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Cabot Explorer Bi-weekly Update

The market was steady this past week as the Federal Reserve completed its two-day meeting and announced plans to end its stimulus program but keep rates unchanged. Some highlights among Explorer stocks:
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Cabot Explorer 747

There are many ways to get investment ideas, but more than one successful investor has told me it all begins for them with reading the humble front page of a national newspaper.
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Cabot Explorer Bi-weekly Update

In a person, company, country, or stock, resiliency matters. For example, with disruptions related to the pandemic and supply-chain chaos all around us, some will navigate better than others. U.S. stocks have been rising despite coping with the effects of inflation, a slowing economy...
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Cabot Explorer Bi-weekly Update

U.S. crude oil hit a seven-year high as stocks, especially tech stocks, face headwinds. Today I am moving dominator Taiwan Semiconductor (TSM) to a Sell as Taiwan, America, China and Japan play a dangerous game. China sent 52 warplanes into the islands air buffer after...
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Cabot Explorer Bi-weekly Update

A recent survey by the American Association of Individual Investors (AAII) showed that the percentage of investors who think stocks will rise over the next six months plunged to its lowest level in more than a year.
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Cabot Explorer 744

With more than 10,000 baby boomers reaching 65 each day in America, you can bet that medical services aimed at this giant group are growth markets.
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Cabot Explorer 743

We move two stocks from buy to hold, while on the positive side, one stock has shares that are up 73% this year and another with shares that are up 58% in the last 10 days of trading
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Cabot Explorer Bi-weekly Update

While only insiders will be attending the Federal Reserve’s annual Jackson Hole symposium, which starts this morning, markets will react to any hints on the Fed’s move to tighten monetary policy and lift interest rates.
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Cabot Explorer 742

What has been propelling electric vehicles forward and what will power them into the mainstream across the world? It is a combination of growing political concern over climate change, the need to get air pollution under control in big cities with urban congestion, breakthroughs...
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Cabot Explorer Bi-weekly Update

Markets reacted well to yesterday’s inflation data that showed evidence of cooling as the economic recovery continued amid pandemic-related strained supply chains and signs that the recent rise in Covid-19 infections is starting to slow some business activity.
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Cabot Explorer 741

The paradox of clean tech is that the critical materials needed to produce cleaner electricity – such as cobalt, gallium, lithium, germanium, and rare-earth elements – are far more scarce than petroleum, suggesting that global shortages and strife over vital resources is inevitable.
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Cabot Explorer Bi-weekly Update

Chinese stocks were hit this week both on American exchanges and overseas as Chinese regulators ratcheted up the pressure through antitrust and regulatory steps that caught many executives and investors off guard. The Golden Dragon index of Chinese technology stocks fell by 15% two...
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