Current Market Update

From Cabot Top Ten Trader The market quieted down considerably this week—while there were still some sharp daily swings, they were much less than the past four or five weeks. As we write this morning, the S&P 500 and Nasdaq are down less than since...
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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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Cabot Growth Investor 1431

Less Remains More Way back in the day the late, great Joe Granville once said that “the market is the train, and I’m the caboose,” which is a good summation of our general philosophy over the years. At heart, we’re trend followers, getting heavily when...
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Cabot Growth Investor 1430

Patience Precedes Profits We regularly write about practicing patience with your winning stocks, and that will always be a key factor in making big money—unless you’re a savant, you’ll find that many of your trades will offset over time (small losses, break-evens, small wins, with...
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Cabot Growth Investor 1429

Aggravation-to-Profit Ratio: High Everybody loves a persistent uptrend in growth stocks, especially us; we know how to find the winners and ride them for the majority of their advance. That’s where the real money is! And while we don’t ever root for a big we...
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Cabot Growth Investor 1428

Mixed Messages The market is never easy to read, but the past week has been about as confusing as you’ll ever see. On one hand, leading stocks have been taken to the woodshed. Software and cybersecurity, which were two of the best performers this have...
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Cabot Growth Investor 1427

Lots of Drama, But the Evidence is Unchanged August is winding to a close, and we say good riddance—this month has packed in as many dramatic market-moving headlines as any we can remember due to developments in the U.S.-China trade battle, speeches from the Reserve...
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Cabot Growth Investor 1426

Play Some Defense Usually, when the market is doing well, stocks aren’t affected much by the news of the day. That’s not to say individual stocks don’t get pushed around, but for the market as a whole, worrisome headline news usually goes the way water...
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Cabot Growth Investor 1425

Passing T-Storms­—or Something More? On this page of the last issue, we wrote “we think the near-term is a toss-up, at least when it comes to individual growth stocks— earnings season is always tricky, and let’s face it, many leaders have had great runs the...
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