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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The bull market is alive and well, as investors look forward to vaccines that enable economic reopening. So I continue to recommend that you be heavily invested in a diversified portfolio of stocks.
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The economy is already rebounding, and at a stronger pace than was expected. But it still has one arm tied behind its back with the remaining restrictions and lockdowns. Plus, with the indexes not far from all time highs, the market had likely as...
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The bull market rolls on, with today’s news about Moderna’s vaccine providing a high-profile reason to be optimistic about reopening the economy.
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Election results seem clear and will have a mixed impact on investor appetites.
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The economy is already rebounding, and at a stronger pace than was expected. But it still has one arm tied behind its back with the remaining restrictions and lockdowns. Plus, with the indexes not far from all time highs, the market had likely as...
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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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The news that Pfizer has a promising Covid vaccine, combined with the weekend news that Biden/Harris won the presidential election, triggered a wave of buying (and selling) on Wall Street this morning, rewarding both large caps and small caps while penalizing (at least stocks...
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There should be a strong recovery and bull market on the other side of this election and pandemic. Any market spooking shenanigans in the meantime should present a buying opportunity.
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With the election tomorrow a nearly universal concern, my optimistic expectation is that it will quickly pass, and investors’ attention will revert to what really matters—growth and valuation.
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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 overall investing environment remains positive, though recent weakness in growth stocks in particular means buyers of aggressive stocks should favor low-risk entry points.
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I expect a strong bull market on the other side of the election and pandemic, but things could be dicey in the near term.
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Some of the best stock performers throughout history have been what are known as “follow-on” opportunities—companies that thrive as a secondary effect of some major change going on in the world.
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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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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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This market looks like it wants to go higher. After selling off nearly 10% in September, the S&P 500 has resumed its uptrend and is not far from the all time high.
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The overall investing environment continues to improve, with our intermediate-term trend-following indicator now back in positive mode and growth stocks in particular seeing strong buying.
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We just had a week that I believe is indicative of this market over the next month or so. There seems to be too much headline risk for stocks to make a substantial move higher.
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Officially, Cabot’s trend-following indicators now tell us that the intermediate-term trend of the market is down—and this means it’s prudent to increase your cash position, while leaning toward caution in new investments.
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