Is the stock market ready for a breakout? Cabot’s Mike Cintolo shares his stock market outlook, top AI investing trends and ...
After being wiped out by margin, hedge fund Situational Awareness is again placing leveraged bets. But this time, it's doing ...
Value stocks have outperformed large-cap stocks so far this year, and the latest bout of market weakness is adding new ...
The Fed raised interest rates for the first time in more than three years on Wednesday, and the market didn’t seem to mind. That’s probably because the move – a quarter-point hike that raised the ...
Carl Delfeld is a member of the Cabot investment team, and chief analyst of Cabot Explorer. He received his Masters in Law and Diplomacy at the Tufts Fletcher School; worked for the First National ...
Dating back to 1928, the S&P 500 posts negative returns, on average, only two months out of the year: February and September. February is modestly negative, averaging a -0.11% return, while September ...
A couple of days ago, I received an email from a subscriber who asked me what I thought about market timing. The following graphs depict exactly what I think about market timing—which is, it’s not a ...
The rise of agentic AI in early 2026 kicked off what’s come to be known as the “SaaSpocalypse,” a massive selloff in enterprise software grounded in the premise that LLMs had put an expiration date on ...
If you get the feeling that more people are talking about the potential for a coming stock market crash, you’re not imagining it. As it turns out, there has lately been a discernible increase in news ...
Like everyone else wrestling with the higher cost of living these days, I am constantly amazed by how much money I spend. So, I do a budget overhaul a couple of times a year, in hopes of paring down ...
As you can see from the table above, small-cap stocks have outperformed their large-cap counterparts by 10 percentage points in the last seven-plus months. For a closer look at how the stage has been ...