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There are a number of ways to reduce your mortgage rate, but the “right” way depends on several factors. Let’s break down three options to see which is best.

Instead of focusing on short-term headlines, let’s turn our attention to a mega-trend that’s changing how we live: the aging population.

Small-cap cloud software stocks have been on a roll lately, and these three are showing strong momentum heading into 2024.

While everyone’s been focused on the Fed and AI, we’ve quietly entered a new energy bull market. And these two stocks are great ways to play it.

Megatrends can make good stocks great and great stocks phenomenal, and the aging population is the granddaddy of all megatrends.

Hybrid car stocks are picking up speed while electric vehicle stocks have seemingly shifted into “Neutral” as consumer preferences shift.

“The Wheel” is an income-producing options strategy that can be used indefinitely on stocks you’re bullish on to generate income without taking on added risk.

No, the stock market isn’t overvalued and, for those looking to make money over time, there is still no better place to be.

A quick note: we have several stocks that are near our stops, or broke below them last week as the market quickly fell 10% following the tariff announcements. For now, I am going to give these trades a bit more time, though if conditions worsen again, we will be exiting these trades very quickly.

It was a historic week for the market, and not for any positive reasons as the S&P 500 fell 9.1%, the Dow lost 7.9% and the Nasdaq declined by 10%. Perhaps the weekend gave traders a bit of time to better digest the tariff news and the market will stabilize this week after an up-and-down Monday (futures are up big on Tuesday, but that can change quickly in these tariff times). It’s also possible that the uncertainty is just too much for traders to digest.

Before we dive into this week’s idea, I do want to note that our September IBKR, GLW and RKT covered calls finished in-the-money which means we walked away from those trades with our full profits, and no longer own a stock or option position in these stocks.

It’s not always easy to do when facing a lot of volatility in the markets, but decades of history support staying invested through the ups and downs.

It pays to be an optimist when it comes to investing – something the market has proven time and time again – and in that spirit, here’s how to invest with stocks at record highs, despite the pessimism you might find elsewhere.

Netflix continues to revolutionize the way people watch movies at home.

Paul Goodwin explains what to do when a good stock goes bad.

Paul Goodwin offers his forecast for the economy in the new year.

The Cabot Emerging Markets Timer continues to give a buy signal, so we’re maintaining our strategy of increasing our exposure. Today, we are increasing our half position in SBGL to a full Buy.

Crista writes about four patterns she is looking at in the market.

In September’s Issue of Cabot Early Opportunities we continue our search for companies that have some of that special sauce that can take them from good to great. We serve up a mix of software, consumer and MedTech names, as well as a Top Pick that’s growing like a weed despite participating in a seemingly stodgy industry. Enjoy!

We’re clearing one underperforming stock from the portfolio today, and putting one dividend stalwart back on Buy. In today’s issue, you’ll also find a very high-yielding new addition, a recap of our sell strategy and updates on all our stocks.