The bull market is back. But there seems to be a disconnect between recent stock performance and the headlines. What’s going on? The short answer is that the good news is outrunning the gathering problems, for now.
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Today we are moving General Motors (GM) from Buy to Sell. General Motors has made a remarkable transition from bankruptcy in 2009 to a highly-profitable and innovative contender in the rapidly changing global auto industry, driven by CEO Mary Barra. However, with the at...
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This week’s Update is being published on Wednesday due to the Thanksgiving holiday in the United States. The December edition of the Cabot Turnaround Letter will be published next Wednesday, December 1.
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The market is beginning to more fully anticipate a post-Covid environment and economy. As such, investors are looking to slower/normalized/sustainable growth following the bulge from the pandemic stimulus programs and pent-up demand, higher interest rates, and a relenting of supply chain issues.
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The economy is booming, and earnings are terrific because the slack from the pandemic is being picked up. Business is making up for lost time. But once that slack is gone, economic and earnings growth will return to normal, whatever that is these ...
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Dividend reinvestment is one of income investors' most powerful weapons, and DRIP plans are the best way to do it. But DRIPs do have their drawbacks.
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The bull market is back. But there seems to be a disconnect between recent stock performance and the headlines. What’s going on?
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We continue to watch in amazement the values that the market puts on electric vehicle makers, with the most recent example of Rivian Automotive (RIVN). Since its IPO at $78/share, RIVN shares have doubled, making the EV company’s roughly 900 million shares worth total...
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What inflation? What supply-chain issues? Headlines be damned. This market is on the cusp of yet another new all-time high.
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China's swift post-Covid recovery has pushed copper prices higher. Play the red metal rebound with these three copper mining stocks and ETFs.
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Times are good. After a rough September, the market soared 8% higher to a new all-time high. Earnings have been spectacular, and the bull market is back, although the market has pulled back in the last couple days.
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Like nature, stock markets have seasons. We experienced a brief but frigid winter about 18 months ago when nearly every stock wilted as capital markets froze (no pun intended, mostly).
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A new and powerful issue has arisen in the wake of this pandemic recovery. It’s called inflation. It hasn’t been a real problem in ages. But it used to be a huge problem.
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With no steady paycheck, investing after retirement can be daunting. Here are a couple key strategies to make your money last.
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Finding out-of-favor stocks that are primed to right the ship is difficult business. These four turnaround stock traits have served me well.
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Today’s recommendation comes from Carl Delfeld’s Cabot Explorer and this week has found one that we will all understand because it’s part of the solution to one of the year’s greatest economic challenges.
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September was lousy. October was glorious. What can we expect in November and beyond?
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A hundred years from now, the average citizen will wonder aloud when they think about how oil was used in transportation… “you mean they actually burned that stuff!?”
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It was a glorious October. The S&P 500 was up about 7% for the month, more than making up for September’s 4.8% decline. Now what?
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We’ve come through the seasonally treacherous September-October period with only minimal losses, and odds are now good that the bull market will run right through the end of the year.
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