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The MSCI Emerging Market (EM) basket of 25 emerging market countries pulled back 15% in dollar terms, the Japan market was down 12%, and China’s Shanghai Composite index got clobbered, falling 25%. India ended the year down only 4.2% thanks to pro-business economic policies and an infrastructure boom.

Cannabis stocks have fallen sharply since the beginning of April. The AdvisorShares Pure U.S. Cannabis (MSOS) is down 15.4% since April 1. There are two reasons.

First, investor enthusiasm for stocks overall has waned, creating significant declines across indices. Because cannabis is perceived as a riskier sector, cannabis stocks decline more than most stocks when investors move into risk-off mode.

Second, many analysts and investors had hoped for visible progress on key catalysts by now – chiefly rescheduling and cannabis banking reform. They have been disappointed.

Growth stocks have gotten off a bit of a sour start in September, with a couple of leaders cracking near-term support and a few collapsing completely. That tells us the tricky environment remains in effect ... and yet, we don’t think the action is bad at all. Indeed, most growth stocks remain in good shape, and frankly a further pullback should offer up some high-odds entry points.

Tonight, though, we’re standing pat with our 32% cash position after selling one stock earlier this week.

A revolution in electronic payments is underway, one that could drive growth in the industry for decades. And Visa stock could be a major beneficiary.

China’s incredible economic growth has been well documented, but wage growth is making other economies more attractive. India could be the next China if they play their policy cards right.

China has grown its economy at twice the rate of the U.S. since the beginning of the pandemic, but wage growth there could soon lead to a new leader: India.

Procept (PRCT) beat on the top line and missed on the bottom line. Revenue grew 135% to $20.3 million ($3.1 million beat) while EPS of -$0.51 missed by $0.03.

Is it true? These 3 simple rules of investing are all you need to succeed with your investments? Yes. And no. Here are the details.

In the December Issue of Cabot Early Opportunities we try to capitalize on the pullback in stocks with the addition of disruptive players in the electric vehicle (EV) and metaverse arenas as well as an up-and-coming apparel/footwear company. We also take a swing at a dinosaur that may finally start to become relevant again following the spin-out of a dying business segment.

The market has slowed down just a touch in recent days, with the major indexes hesitating near some resistance. But the trends remain strongly up (our Cabot Trend Lines has joined the bull camp) and individual stocks are acting well, including many reacting well to earnings. Of course, pullbacks are definitely possible, so now’s not a time to jump in with both feet. But we continue to be bullish and to put money steadily to work.
In tonight’s issue, we discuss all our stocks, and take a peek at one of the market’s leading themes, which looks like it could go far as the bull market picks up speed.

When the market picture gets confusing, as it often does, it pays to have some reliable indicators to depend on—rather than the guy on the evening news. So today, after a couple of weeks of market correction that have done serious damage to some leading stocks and led many pundits to ask whether we’ve seen the market top, we turn to our indicators and ask whether the bull market is truly over, and here’s what they say.

I don’t drink coffee; my last cup was roughly 23 years ago. But that doesn’t mean I don’t appreciate the power coffee has in our society, both in the U.S. and the whole world. Coffee is the world’s most popular beverage, and ranks second only to petroleum in terms of dollars traded worldwide. And investors who spot new trends in the coffee industry early and take advantage of these opportunities can make big money.

In today’s note, we discuss pertinent developments for some of the stocks in the portfolio, including Agnico Eagle Mines (AEM), Alcoa (AA), Atlassian (TEAM), Centuri Holdings (CTRI), SLB Ltd. (SLB) and Starbucks (SBUX).

Gold miner Agnico Eagle Mines (AEM) is well positioned in the ongoing tariff war to benefit from increasing safe-haven gold demand.

While most active managers fail to beat their benchmarks, this hedge funder consistently knocks his investments out of the park. Here’s how.

0DTE options, or 0-days-to-expiration options, are highly risky, but if you’re planning on trading them there’s one risk you may not be considering.