Daily Posts Archive

Rate hikes typically come when the market is trending up, and investors tend to expect these trends to continue—so they do, for a while. So whether the Fed hikes rates this month, next month or months later, don’t be afraid. Remember that the first rate hike, on average, comes in an environment that is beneficial to investors, and thus you should make the most of it.

In the middle of October, I hosted a webinar called Lunch with the Analyst. It was an informal affair, featuring me sitting in front of a Mac in Cabot’s conference room talking about stocks. In just 60 minutes, I gave a rundown on what was happening in the markets (both U.S. and emerging market stocks) and gave a few recommendations about stocks that I felt good about.

The return of Star Wars is a cash cow for a number of markets, and creating a class of “Star Wars stocks” that should pique the interest of growth investors.

China, Brazil and Russia are all struggling, so where is an emerging market investor to turn? You don’t have to look as far as you think.