Cabot Explorer 733
Markets seem to be pausing a bit, with some stocks losing momentum while a few show surprising strength.
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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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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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Tech stocks struggle a bit but some EV stocks bounce back as investors look to play the long game.
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You can often find exciting and profitable investment ideas at the edge of new technologies.
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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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The market is hitting a little turbulence, which is natural as it feels its way across the timing of the pandemic economic recovery, concern over debt, interest rates, and inflation.
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Some investors are bracing for the possibility that all this will lead to a surge in the cruelest tax of all – inflation.
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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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Today, I have a new recommendation that links three high profile growth trends: SPACs, e-commerce and internet gaming, and mobile payments.
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Today, I have a new recommendation that links three high profile growth trends: SPACs, e-commerce and internet gaming, and mobile payments.
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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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The most important catalyst for America’s political upheaval as well as the prime generator of wealth over the last three decades has been the inexorable rise of finance and technology and the relative decline in terms of jobs, growth and profits from manufacturing industry...
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In investing, it pays to lean towards optimism and independent thinking, but sometimes it helps to consider a different view.
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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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This is probably going to be an unusual Thanksgiving for many of you as we head into the last month of a turbulent year. While the overall market is up only a bit over 10%, there have been pockets that have delivered much, higher...
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2020 has been bad for a lot of industries, but not golf. Interest in the socially distant sport is up. And these two golf stocks are rising.
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Election results seem clear and will have a mixed impact on investor appetites.
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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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Markets are choppy, which is normal considering uncertainty is high and we’re less than a week from the presidential election. Today I look at what history can teach us about politics and markets and why it might be a bit different this time.
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The Explorer portfolio held steady this week, though Cloudflare (NET) broke out with a 42% gain and our newest recommendation, Vipshop (VIPS), was up 12%. A few other stocks moved nicely higher.
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