Cabot Global Stocks Explorer Bi-weekly Update
Markets were abuzz this week with talk of a “tech meltdown,” with Tesla (TSLA) getting hit rather hard on Tuesday, falling more than 20% before bouncing back 10% yesterday.
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Cabot Global Stocks Explorer Bi-weekly Update
The Cabot Global Stocks Explorer portfolio had another good week, with four stocks all making major moves.
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Cabot Global Stocks Explorer Bi-weekly Update
2020 has surely been one for the record books—the sharpest selloff in history from a record high to a bear market and then the sharpest rebound in history from a bear market to a new record high.
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Cabot Global Stocks Explorer Bi-weekly Update
Markets are showing great resiliency as the S&P 500 nears a record and stocks have risen all but one day in August. Optimism about an eventual stimulus bill and the prospect of declining Covid-19 cases and a vaccine are still supporting the economy markets...
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Cabot Global Stocks Explorer Bi-weekly Update
Earnings reports have been mixed and market activity muted this week, but today the four technology giants will report after the market closes. Germany reported that its economy contracted the most on record, shrinking 10.1% in the second quarter.
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Cabot Global Stocks Explorer Bi-weekly Update
The Cabot Global Stocks Explorer portfolio did well this past week even though markets were a bit choppy, in line with mixed data and expectations about how fast growth will return.
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Cabot Global Stocks Explorer Bi-weekly Update
As we move into the third quarter, analysts at Goldman Sachs write that their baseline forecast is for the S&P 500 to gain 5% in the second half of the year. In their “vaccine upside” scenario, stocks rise by 14% from here; in “virus...
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Cabot Global Stocks Explorer Bi-weekly Update
U.S. and global markets continue to be fueled by substantial amounts of liquidity washing over the world. According to Lipper, the amount in American money market funds has reached $4.6 trillion. This is a record going back to 1992.
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Cabot Global Stocks Explorer Bi-weekly Update
Why are markets continuing to move upward in the midst of economic and political upheaval? The short answer is don’t fight the Fed, which has made it abundantly clear that it will do anything necessary to keep this economy and market moving.
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Cabot Global Stocks Explorer Bi-weekly Update
Despite a Chinese economy that has grown three times faster than America’s every year over the past three decades, it has been a bit of a challenge to consistently make money in Chinese stocks.
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Cabot Global Stocks Explorer Bi-weekly Update
The S&P 500 paused its recovery over the past week, moving sideways over the past five days. Here is my take on the market.
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Cabot Global Stocks Explorer Bi-weekly Update
What we may see developing in markets is a rather broad trading range – say from 21,000 to 25,000 in the Dow. This could be our reality until we work our way through the real but uncertain impact of the shutdown on the economy.
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Cabot Global Stocks Explorer Bi-weekly Update
Most positions are up 5%-6% for the week, with a couple of exceptions.
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Cabot Global Stocks Explorer Bi-weekly Update
In such an environment it’s easy to assume the worst and miss the flipside of the equation – great companies trading at prices that just a month ago we would have considered incredible. Market volatility and uncertainty are creating great opportunities.
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Cabot Global Stocks Explorer Bi-weekly Update
Ironically, China’s blue-chip CSI 300 Index hit its highest point this week since February 2018.
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Cabot Global Stocks Explorer Bi-weekly Update
This week is a reminder that markets don’t always go up. The big surprise was that it took so long for global markets to wake up to the threat.
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Cabot Global Stocks Explorer Bi-weekly Update
The markets are demonstrating impressive resiliency in the face of the coronavirus. You can’t fight the market but I remain a bit more guarded since this disruption will have to hit profits down the road for some companies.
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Cabot Global Stocks Explorer Bi-weekly Update
The market seems to be a bit complacent given the risks of the virus spreading rapidly in China and elsewhere but we need to remain a bit cautious. There is some suspicion that China is downplaying the numbers.
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Cabot Global Stocks Explorer Bi-weekly Update
The big news pertaining to global investing is the signing in Washington yesterday of the phase-one “truce” trade deal between America and China.
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Cabot Global Stocks Explorer Bi-weekly Update
For the most part, global stock markets performed strongly in 2019. But if you dig a bit deeper, you will see sizable and interesting gaps between countries.
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