The trend favoring highly scalable, high growth U.S. technology stocks is unlikely to change in the near future but diversifying into different countries and sectors is a good idea as we move into the fourth quarter.
Read More
Overall, our market-timing indicators remain bullish, and thus the prescription for investing success is to maintain a diversified portfolio of healthy stocks.
Read More
Burden of Proof is On the Bulls
At heart, we’re students of the market, which means one of the key tools we use is spotting the difference between normal, run-of-the-mill action and abnormal, noteworthy action, the latter of which is what usually causes us make...
Read More
Overall, our market-timing indicators remain bullish, and thus the prescription for investing success is to maintain a diversified portfolio of healthy stocks.
Read More
With the exception of another nice gain by NovoCure (NVCR), this was a quiet week for the Cabot Global Stocks Explorer portfolio as the Nasdaq continues its march, up almost 35% so far in 2020.
Read More
The bull market remains in full force, even as various signs (sentiment and charts) caution that a correction is increasingly likely.
Read More
Has the “Re-Rotation” Begun?
When our last issue went to press, growth stocks were under pressure. It wasn’t an epic disaster, but there had clearly been a change in character, with the initial market leaders (those that burst to new highs in April or May)...
Read More
The market’s strength has been very impressive, and our market-timing indicators continue to tell us that the market will be higher in the months ahead.
Read More
The broad market continues to look very healthy, with good breadth that suggests the ultimate end of this bull run is still months away.
Read More
Growth Stocks Under Pressure
We saw signs growth stocks were ready for a “real” correction in June, but the buyers showed up. And again in July, it appeared the red-hot growth titles were ready to rest—and some of them did—but most enjoyed yet another to...
Read More
Despite a few cracks in growth stocks in the last couple trading days, the overall stock market continues to hum along, with the S&P 500 a mere 1% below all-time highs as of this writing.
Read More
All eyes are on Washington this week as markets, which have risen over the last four trading sessions, are counting on lawmakers hammering out another stimulus bill. Our emerging markets market timer remains positive.
Read More
The market’s main trend remains up, and thus our goal continues to be maintaining a full and diversified portfolio of high-potential stocks.
Read More
Positive, but Less Powerful
One of the big reasons the market has always attracted us is that it’s a contrary beast, requiring investors to think and perceive things differently than in their day-to-day view of the real world. To the average person who turns the...
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
Our Emerging Markets Timer as found support in recent weeks, but that hasn’t been enough to produce a new buy signal.
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
The Music Changes
When I first arrived at Cabot, I spent a lot of time in the summer of 1999 reading through all (yes, all) of the old issues of the Growth Investor (or Cabot Market Letter for you long-time subscribers). One of my stories...
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
Our Emerging Markets Timer as found support in recent weeks, but that hasn’t been enough to produce a new buy signal.
Read More