From Cabot Top Ten Trader
All in all, the evidence has improved somewhat over the past week, based on the positive new-low divergence, the continued pessimism and the initial breadth of the rally. Consider it a good first step. But it’s still best to positioned...
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Some Short-Term Signs of Spring
We can’t remember a time when the news flow came as fast and furious as it has in recent weeks, from state-wide shutdowns to big market swings to stimulus packages to Federal Reserve actions. That’s why it’s good to a..
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The past week has seen the market rocket higher on hopes for a massive $2 trillion economic stimulus plan that would try to help consumers and businesses get through the tunnel of productivity and financial devastation that this pandemic has created.
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In such an environment it’s easy to assume the worst and miss the flipside of the equation – great companies trading at prices that just a month ago we would have considered incredible. Market volatility and uncertainty are creating great opportunities.
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The market doesn’t know how long this will last. And that’s why it hasn’t been able to find a bottom. But there has been some very encouraging news in the past week.
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The economy has fallen into a recession. The official economic statistics are not at our doorsteps yet – two quarters of falling GDP – but it’s fairly obvious that American business has gone into hibernation for at least a few months.
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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.
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Stock Recommendation Tracker
The Stock Recommendation Tracker is a table that features all of the current recommendations in all of our portfolios. It’s a quick way for you to see what stocks are currently in our portfolios and will highlight new additions or any to...
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Stock Recommendation Tracker
The Stock Recommendation Tracker is a table that features all of the current recommendations in all of our portfolios. It’s a quick way for you to see what stocks are currently in our portfolios and will highlight new additions or any to...
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As financial markets begin to thaw, global leaders build consensus on how to address this pandemic, options of potential interim treatments for Covid-19 surface and the framework of economic relief starts to firm up (even though it won’t be enough), the stock market be...
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Our Emerging Markets Timer as found support in recent weeks, but that hasn’t been enough to produce a new buy signal.
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Going Defensive
In light of today’s negative reaction to the Federal Reserve’s so-called “Emergency” rate cut to 0% on Sunday (in reality, a panic move), we are advising additional defensive adjustments to our Model Fund Portfolio, reducing allocations to Energy and Consumer Discretionary ETFs increasing...
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The quarter’s revenue surged in their Europe and licensing businesses, and lagged in their Americas Retail, Americas Wholesale and Asia businesses.
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Fear of the spread of a new virus has devolved into an economic disaster, at least in the short term.
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Well, we’re in the thick of it. New citywide, statewide and national mandates are being pronounced daily, the stock market fell dramatically, my two daughters were sent home from college, three close relatives lost jobs/projects, and one close relative is a basket case potentially...
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Bear markets like the current one are scary and seem like they'll last forever. One hundred years of market history say otherwise.
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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
Stock Recommendation Tracker
The Stock Recommendation Tracker is a table that features all of the current recommendations in all of our portfolios. It’s a quick way for you to see what stocks are currently in our portfolios and will highlight new additions or any to...
Read More
Stock Recommendation Tracker
The Stock Recommendation Tracker is a table that features all of the current recommendations in all of our portfolios. It’s a quick way for you to see what stocks are currently in our portfolios and will highlight new additions or any to...
Read More
As you pour over stock websites and ponder which stocks you might like to buy in the coming weeks, think hard about how badly these companies might be harmed by the cessation of public gatherings.
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