Cabot Growth Investor 1476

Can’t Shake the Sellers Because most of us are long-only players (focusing our time looking at what to buy, not short), we usually think of things from the perspective of buyers. There’s nothing wrong with that, per se—a lot of my commentary and analysis focused...
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Cabot Growth Investor 1475

Still Tricky, Still Challenging—but Also Still Improving Through the first half of the year, 2021 has been about as tricky as we can remember, at least for growth stock investors. Rotation and news-driven moves have been the norm, with many leading (or formerly leading) titles...
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Cabot Growth Investor 1474

Still (Mostly) a Meat Grinder In the last issue we wrote about the baby steps the market had taken since mid-May—it wasn’t anything decisive, but after suffering a ton of damage, growth stocks were slowly improving, with some big-volume rallies, more stocks setting up multi-month...
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Cabot Growth Investor 1473

Baby Steps Three weeks ago, growth stocks were in ruins, and we don’t think that’s much of an exaggeration—while the Nasdaq was only 8.5% off its high, things like the Russell 2000 Growth Fund (IWO), which we write about later in this issue, sat than...
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Cabot Growth Investor 1472

Biding our Time It’s been a downer of a three months for growth stocks, so we want to start with a positive note, partially in response to some worried questions we’ve started to get as the sellers really dug in their heels last week: term,...
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Cabot Growth Investor 1471

Back in the Soup During the past month, the way we thought about what was going on was that growth stocks had finally put themselves into a position to get going after a two and a half month stretch of tough, choppy trading. Instead narrow,...
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3 Inflation Hedging ETFs

3 Inflation Hedging ETFs

With inflation beginning to rear its ugly head, investors should focus on hedging their investments. Here are three inflation hedging ETFs. For decades, inflation was the bogeyman that was always believed to be just around the corner ... yet never quite revealed its face. after...
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Cabot Growth Investor 1470

Seeing More Setups, but Still in the Spin Cycle Two-plus months ago, speculation was running rampant and most growth stocks had made giant moves over the prior six to nine months. So when the sellers finally stepped up and cracked the intermediate-term uptrend in growth...
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Cabot Growth Investor 1469

Sellers Fading—but Will the Buyers Show Up? We’re all about going with the evidence, and when it comes to growth stocks, the evidence was nearly uniformly negative (or at least not positive) for most of the past month. The vast majority of leading stocks, many...
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