Judging by some headlines and my Twitter feed, you would think the markets are in meltdown mode. But I just checked and the S&P 500 is only 1.9% down from its all-time high. And the Russell Micro-Cap Index is down 4.0% from its high...
Read More
The market continues to perform incredibly well with the S&P 500 at an all-time high. And there continues to be signs of froth. The latest data point that I’ve found is the average SPAC is trading at a 26.4% premium to its cash value.
Read More
What a wild week! Even though I’m not long or short GameStop (GME), it was hard to take my eyes off its stock over the past week. There are a lot of different takes on what it all means. Some believe it’s a sign reckless...
Read More
Shorting stocks is not worth the risk. How do I know? Simple math, as I found out the hard way this spring.
Read More
In This IssueShort SellersBrexit StocksRecommendations:Buy: Trinity (TRN)MPO UpdateNews Notes & Performance
WHERE SHORT-SELLERS COULD BE WRONG
While most investors select stocks that they believe will increase in price (being “long” a stock), short-sellers are hoping the price goes down. Motivations for short-selling include: betting against stocks...
Read More
Bitcoin and crypto- related securities have been the talk of the trading world for weeks as the value of these new digital currencies have skyrocketed. And with the value of the coins’ rise, there’s been massive moves in the share prices of companies are...
Read More
Bitcoin and crypto- related securities have been the talk of the trading world for weeks as the value of these new digital currencies have skyrocketed. And with the value of the coins’ rise, there’s been massive moves in the share prices of companies are...
Read More
A bubble in shopping malls is forming, and hedge funders are plotting their next "Big Short." I'd rather take the other side, and find the best stocks to buy.
Read More
Paul Goodwin, editor of Cabot China & Emerging Markets Report, attended the Wall Street China Forum on May 6 in New York. The purpose of the Forum was to examine practices for assessing Chinese companies for U.S. investment. At the conference, found that the...
Read More
One of the proverbs that I heard repeatedly was, “The most bullish thing a stock can do is go up.”
Read More
Those of us who work the growth investing side of things here at Cabot certainly enjoy the stock selection process.
Read More
If you started investing in the last couple decades, you probably don’t remember Joseph Granville, who passed away last Saturday at the age of 90. But investors who were active in the late 1970s and early 1980s will remember Granville for a couple prescient...
Read More
Cabot Market Letter Editor Mike Cintolo appeared on a Yahoo Finance's Breakout video segment May 24. Cintolo was asked if a market correction underway, and replied that it looks like a correction at this point, and so he has the Cabot Market Letter in...
Read More
This is a dangerous time for investors, but it's only partly because of what the bear market is doing to your portfolio. In my experience, these are the times when investors tend to stray far outside the bounds of any normal, prudent they...
Read More
On Thursday night, I saw the movie, "I.O.U.S.A.," which focuses on the national deficit. It has been hailed as "An Inconvenient Truth," without a celebrity-type lead like Al Gore, but I found it equally interesting. While it's not a "sexy" topic (as one in...
Read More
