Current Market Update

From Cabot Top Ten Trader We’re still mostly bullish—leading stocks are strong and the market’s main trends are up, and those are the two most important pieces of evidence to us. That said, it’s vital to keep your feet on the ground here, as risk...
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Cabot Growth Investor 1449

Still the Same Story Most times, the market environment is in a constant state of change, so when we report to you our latest thoughts on this page, there’s plenty to discuss—rotation among sectors, major moves in the indexes, earnings season or some big-picture that...
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Cabot Growth Investor 1448

Much More Good than Bad We believe it was the late, great Marty Zweig who once wrote that, in the world of the market, you’re never going to get everything lined up in one direction—if you had 100 market timing indicators, to get 85 90...
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Cabot Growth Investor 1447

Believe What You See Most of the time, the stock market and U.S. economy are in gear—there are always fits and starts, but as the economy expands, earnings generally grow and that contributes to a bull market. But it’s the times when the two moving...
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Cabot Growth Investor 1446

The Perfect isn’t the Enemy of the (Very) Good In a perfect world, everything would be lined up on the bull side of the fence. Market timing-wise, not only would our Cabot Trend Lines and Cabot Tides be bullish, but investor sentiment would be the...
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Cabot Growth Investor 1445

Growth Stocks vs. Everything Else When stocks were falling apart in late February and early March, the market was obviously very uniform—that is, everything was moving together, in this case straight through the floor. Near the lows, for instance, less than 4% of stocks the...
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Cabot Growth Investor 1444

So Far, So Good It was exactly one month ago that the S&P hit its crash lows, down more than 35% from its highs five weeks prior. Given the selling extremes, it was normal to expect a bounce, which began right away. But during past...
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Cabot Growth Investor 1443

Key Test for the Market Coming Up In the last issue, we wrote about some shorter-term signs of spring that had finally popped up for the market, including an encouraging positive divergence from the broad market as stocks collapsed. Throw in some horrid sentiment a..
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Cabot Growth Investor 1442

Some Short-Term Signs of Spring We can’t remember a time when the news flow came as fast and furious as it has in recent weeks, from state-wide shutdowns to big market swings to stimulus packages to Federal Reserve actions. That’s why it’s good to a..
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Cabot Growth Investor 1441

The Coronavirus Crash We’re not big into labels when it comes to investing, as too many tie their decisions to them, but we think it’s fair to say the action since late February has been a rolling crash, as the indexes have plunged 26% 32%...
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Cabot Growth Investor 1440

Correction in Full Force The coronavirus and its impact on the economy had been making a few headlines in recent weeks and impacting a handful of stocks, but this week, perception has changed in a big way, crushing the major indexes and most stocks. get...
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Cabot Growth Investor 1439

Positive—but not Pounding the Table Every morning when I open my laptop (yes, I do all of my work and research on a MacBook Pro—keep it simple!), I like to flip through a handful of charts of the major indexes and some key stocks get...
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Cabot Growth Investor 1438

A Bull Market Breather Despite a huge run and many signs that risk was elevated, the market was doing a great job shrugging off some high-profile worries in January (Iran, impeachment), soaring to new highs day after day. But the coronavirus and its impact...
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Cabot Growth Investor 1437

Just Because It’s Unusual Doesn’t Mean It’s Wrong The year is just over two weeks old, but we’ve already been subject to the Iran attacks, a Phase 1 trade deal with China, and soon, an impeachment trial in the Senate. Accompanying those are countless pieces...
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Cabot Growth Investor 1436

Happy New Year The calendar has flipped to 2020, but nothing much has changed with the market’s evidence. On a longer-term basis, most primary indicators, such as our Cabot Trend Lines and Cabot Tides, continue to look great, and we’ve written numerous times a..
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Cabot Growth Investor 1435

The Bull Market Rolls into 2020 First and foremost, this being our last official issue of the year, I want to wish you and yours a very Merry Christmas and Happy Holidays. We’ll have a brief, eggnog-laden update next week, along with any bulletins needed. As...
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Cabot Growth Investor 1434

A Normal Breather As the market pushed sharply higher following its early-October low (10% or so in the S&P 500, 12%-plus in the Nasdaq), rising seven out of eight weeks, the worries of the world (trade wars, slowing economic growth, even impeachment) were slowly As...
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Cabot Growth Investor 1433

Mostly Sunny, Chance of Passing Showers Seven weeks ago, the market was getting hit and growth stocks were looking awful. We were definitely cautious, but on this page we also wrote the following: “We don’t want to sound too negative. It’s still a bull market, we...
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Cabot Growth Investor 1432

Market: Great. Growth Stocks: Just OK Ever since the indexes turned on a dime at the beginning of this year, we’ve been leaning bullish on the general market, and in recent months, even as things have chopped around and there’s been an avalanche of we’ve...
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