Cabot Explorer 737
The market has been subdued for the last few weeks as investors weigh how far the market has come against the risks of rising inflation, supply-chain problems and the possibility of higher taxes.
Read More
msci world Archives
Cabot Explorer Bi-weekly Update
The market seems to have found its footing this week as the economy reopens amidst some supply shortages and inflationary pressures. Electric vehicle stocks are coming back as Ford announced a big push into EVs and its new F-150 Lightning received 70,000 deposits just...
Read More
Cabot Explorer 736
Markets continue to consolidate and churn with solid earnings offsetting concerns over inflation and valuations.
Read More
Cabot Explorer Bi-weekly Update
Markets are a bit jittery despite strong earnings and expected strength as America opens up its post-pandemic economy. China is already at a 5% growth path while India, Japan, and other important economies struggle to get the pandemic under control.
Read More
Cabot Explorer 735
Fears of rising inflation hammered Wall Street this week so today we are selling two lagging positions and adding a blue chip inflation hedge.
Read More
Cabot Explorer Bi-weekly Update
Cloudflare (NET) earnings are out today as sector rotation and scrutiny of SPAC-acquired target company valuations continue. Electric vehicle (EVs) stocks are struggling a bit and could be presenting us with attractive entry points.
Read More
Cabot Explorer 734
Major corporations are sitting on a pile of cash. Wouldn’t that be a nice problem for all of us? This has been a decade-long cash buildup but it has gotten quite a boost from the pandemic. And the trend is even starker outside America.
Read More
Cabot Explorer Bi-weekly Update
I believe the market’s churn over the last month or so is understandable given its sharp rebound over the last year. Investors and analysts alike are now assessing valuations of stocks relative to expected growth. In some cases it is giving pause; in it...
Read More
Cabot Explorer 733
Markets seem to be pausing a bit, with some stocks losing momentum while a few show surprising strength.
Read More
Cabot Global Stocks Explorer Bi-weekly Update
Nearly 95% of companies in the S&P 500 are now trading above their 200-day moving average, according to Dow Jones Market Data, the highest percentage since May 2013. As if we didn’t have enough to worry about, as of late February, investors had a..
Read More
Cabot Global Stocks Explorer 732
Tech stocks struggle a bit but some EV stocks bounce back as investors look to play the long game.
Read More
Cabot Global Stocks Explorer Bi-weekly Update
It has been one year since the S&P 500 hit bottom and since the then the blue-chip index has roared back nearly 75%. Just imagine if we would have had a pile of cash and the guts to jump in.
Read More
Cabot Global Stocks Explorer 731
You can often find exciting and profitable investment ideas at the edge of new technologies.
Read More
Cabot Global Stocks Explorer Bi-weekly Update
In a bit of a reversal, tech stocks gyrated and industrial stocks jumped this past week. In particular, energy and financial stocks led the way as the Dow closed above 32,000 for the first time. Tech company stalwarts rebounded a bit yesterday but been...
Read More
Cabot Global Stocks Explorer 730
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.
Read More
Cabot Global Stocks Explorer Bi-weekly Update
You may have seen that a relatively new Explorer idea, Fisker (FSR), was up 38% yesterday. It turns out that my analogy of comparing the company to Apple’s relationship to Foxconn was truer than even I could imagine. The news yesterday was that Foxconn will be a..
Read More
Cabot Global Stocks Explorer 729
Some investors are bracing for the possibility that all this will lead to a surge in the cruelest tax of all – inflation.
Read More
Cabot Global Stocks Explorer Bi-weekly Update
While the market continues to move forward, The “Buffett Indicator,” which takes the broadest Wilshire 5000 Index and divides it by the annual U.S. GDP, is now at a record high. In doing the math, the Buffett Indicator stands at about 194%. This is...
Read More
Cabot Global Stocks Explorer 728
Today, I have a new recommendation that links three high profile growth trends: SPACs, e-commerce and internet gaming, and mobile payments.
Read More
Cabot Global Stocks Explorer Bi-weekly Update
This week a number of Explorer stock retraced last week’s gains, with a major exception being the explosive 45% surge in Virgin Galactic (SPCE) on top of its previous week’s 25% surge. It appears that key test flights are forthcoming as well as more space mania and ETFs...
Read More
Enter Your Log In Credentials
- Lost your password? Create New Password
- No account? Sign up