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Our portfolio has been largely treading water for a few weeks. That’s not surprising given that we’ve been waiting for earnings season to start (it finally has!) and that there’s this persistent sense that bad news for the economy resulting from the coronavirus equal more stimulus and accommodative fiscal policy equals support for equity markets and, in some ways, good news for certain tech and MedTech companies.

Outsourcing can be a political hot button, as companies register complaints about sending jobs overseas and consumers gripe about incompatible language problems when they seek technological help. But like it or hate it, the truth is that outsourcing has saved American companies billions of dollars in labor costs, and it...

Just days after Netflix (NFLX) offered to acquire most of Warner Bros. Discovery (WBD), Paramount (PSKY) has made its own hostile bid. Here’s how it affects shareholders.

The idea that rising interest rates are bad for stocks is a market truism that isn’t true. For evidence, let’s look back at the last 15 years of rate hikes.

The world is changing, and these three global megatrends should be a big factor powering stocks in the years ahead. Here are three ways to play them.

Three retail stocks reported earnings.

Following questions from readers, we’ve devised four stock investing instructions for investors at each phase of their investing lives.

The bullish start to 2023 has many investors optimistic that we’ve avoided the Fed’s “hard landing” scenario. Here are two stocks that can do well in either case.

This week is the start of earnings season. We review Wells Fargo’s (WFC) earnings and provide updates on several Cabot Turnaround Letter recommended stocks.

The recent market selloff has been intense, which means there are probably oversold gems out there, and these three stocks look like the best to buy on the dip.

Real estate investment trusts are special-purpose entities, with special tax status, that own real estate and pass along most of the income from the real estate (rents or mortgage payments) to shareholders. They can own any type of real estate, and many specialize in one type.

Rising Treasury yields and geopolitical risks raise the prospect of uncertainty in the market. These conservative dividend stocks can help you weather the storm.

Dividend increases are often evidence of a company with cash to burn. Here are three stocks with rising dividends - and potentially share prices.

The White House has recently published an Executive Order intended to permit alternative asset investment, including real estate, commodities and private equity, in retirement accounts and 401(k)s. This month, let’s take a closer look at private equity. We’ll explore how it works, how it performs relative to public investments you’re no doubt already familiar with, how you can add private equity exposure right now, and, most importantly, whether you should.

Five of the largest mega-cap stocks have a combined weight that accounts for nearly a quarter of the S&P 500. And right now, they’re saving the market.

A surge in new investors on the Robinhood trading application isn’t what’s driving this rally. But it could signal a Robinhood top is near.

With the stock market regularly surging to record highs, it may seem like an unusual time to focus on valuation. After all, many stocks are remarkably expensive on traditional measures, and even somewhat lofty on non-traditional measures. But valuation still matters, especially if the market loses its current luster (assuming that is even possible)!

I haven’t written about the process of expiration.

Xometry (XMTR) delivered quarterly results ahead of expectations this morning.