This is an unusual environment to say the least. The market is looking ahead to the highest GDP growth in decades as vaccines end the lockdowns and restrictions. And forecasts continue to rise. At the same time, trillions in government stimulus will flood the...
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Financial Stocks Have the Right Stuff in a Shifting Market
Cyclical stocks are hot and technology stocks are not. Wait a minute. Cyclical stocks are moving lower and technology is roaring back. That’s been the story over the past month.
Of course, energy stocks are for...
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A Superstar in a Financial Megatrend
This is a wild market. Yesterday’s perennial losers are today’s big winners. At the same time, long dominant technology stocks are taking a beating. Cyclical or open-up stocks are on fire, and for good reason.
The U.S. economy has exceeded...
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Open-Up Stocks Thrive While the Market Struggles
It’s been a rare down week in the market. But there’s nothing to be alarmed about. The S&P 500 is only down a little so far. And the uptrend that has existed for almost a year is intact.
Even...
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The Market Just Keeps on Going
The bull market keeps raging. All three major indexes just made still new all-time highs. The S&P 500 is up about 20% since the end of October and 78% since the low of last March. How long can keep...
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Prognosis: Dicey for Now and Strong for Later
The S&P 500 is making yet another new all-time high. The index has risen 72% since last March and over 17% just since the beginning of October.
That’s amazing performance in a short amount of time. While positive...
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A Goliath of the Dawning Digital Age
Are you sick of hearing about the virus and the election? I know I am. But there’s good news. As hard as it may be to believe, these current obsessions will fade away, and soon. As the from...
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A Great New Year for Dividend Stocks
It sure has been a crazy year to say the least. Normally, I hate to see years pass because I don’t like getting older. But in this case I’ll make an exception. Good riddance 2020, and take pandemic...
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Profit from the Resurgence of the Banks
The vaccine is changing everything. Stocks that had been left for dead by the market recovery are springing back to life and leading the market higher.
A coronavirus vaccine could end the pandemic and usher in a full in...
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Vaccine Euphoria
It’s another week and another vaccine rally for the market. For the third straight week, a company has announced positive trial results for a coronavirus vaccine. The market loves it every time. The major indexes are now at or very near all-time don’t...
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The Promised Land Awaits
It has been an amazing week in the market. Events have transpired to leave the market approaching all-time historic highs. And it may be just the beginning.
In the past weeks and months there were two major risks holding the market the...
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A Perfect Stock for this Wacky Environment
This is a tricky market, to say the least.
It’s earnings season. Earnings are always a wild card, no matter what you think you know about a company. You never know what a company will report of what say,...
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Amidst the Uncertainty, Bank on the Aging Population
It’s certainly been a weird year. In fact, it’s probably the craziest year I’ve ever lived through. And it’s not over yet.
No one could have predicted a pandemic would sweep the globe and crash the economy. a..
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The Selloff Creates an Amazing Income Opportunity
The incredible rally from the March lows has been disrupted. After soaring a remarkable 60% from the March lows, the S&P has pulled back more than 8% from its early-September high. Where do we go from here?
Aside the...
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A High Growth/Low Volatility Stock for an Uncertain Market
Here we are. The cold Labor Day slap in the face has arrived.
For several weeks I have warned that investors could change their attitudes when the rubber hit the road after Labor Day. As people off...
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Two Stocks for the Post-Pandemic World
It might be time to look past the pandemic. Do we dare?
I know it seems like it will never end. Who knows when there will be an effective vaccine available? It’s easy to get a sense that things stay...
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You Can Bank on an Aging Population
What a spectacular market. The pandemic and economic crash was apparently just a temporary diversion for the stock market. The indexes are right back to nosebleed territory.
The S&P 500 is now within bad breath distance of the record...
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Earn High Income from an Out-of-Favor Titan
This is a wild market environment, the likes of which I have never seen. A self-induced economic crash to defend against a pandemic is a new one on me, and everybody else. I strongly believe in the economy...
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The Pandemic Creates a High-Yielding Superstar
It’s time to look beyond the market disruptions and personal nuisances caused by this pandemic. It will go away sooner or later, and headlines will obsess with something else. But the ordeal of the lockdown and virus may to...
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A Great Market for Income
Welcome to the second ever issue of Cabot Income Advisor. I’m honored to be your trusted partner in generating a high income in this low interest rate environment. In the last issue, I recommended the purchase of three stocks. the...
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