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Revolve (RVLV) beat expectations in Q2 but concerns that the story has been “as good as it can get” and that things will slow down in the coming quarters, in part due to Delta variant circulation curbing going-out activities, are hammering shares today (-20% at the worst, better now). All things considered the selling appears overdone and I expect a bounce in the coming days. How RVLV acts in the near future will determine its standing in our portfolio, but at the moment aggressive investors may want to step in to buy. Formally, we are maintaining at hold to see how this earnings report is digested over the coming days.

The major market top came in mid-November—that’s when most leading growth stocks keeled over, though some of the market hung in there while defensive and cyclical stocks remained in gear. January, of course, brought with it a broader selloff, with just about everything plunging into the late-January low six weeks ago.

We are combining our regular Friday afternoon Members-Only Podcast with any earnings updates. By combining these, you will receive the same research, perspective and analysis as always yet in one easy-to-read email.

Calling market timing one of Cabot Market Letter’s strengths, Market Watch columnist Peter Brimelow reported on the Letter’s current position.

With COVID-19, plunging oil prices, credit/health worries and central bank printing, it’s a time of maximum uncertainty—and such uncertainty plays right into the hands of gold, which has popped back toward multi-year highs. The world’s second-largest gold mining company, is well positioned to benefit from this strength.

Amazon and others have a lock on the market for large-scale e-commerce, but this stock leads a different niche, as it’s the go-to place for buyers (46 million of them at year-end, up 16% from a year ago) and sellers (2.7 million, up 20%) of homemade, handcrafted goods.

Fertilizer companies aren’t the sexiest names on Wall Street, but the sector has shown an ability to trend when conditions are right, and that time looks to be here.

After a dismal 2019, when semiconductor sales fell 12% to $412 billion, the World Semiconductor Trade Statistics organization predicts that they will rise 3.3% in 2020 and 6.2% in 2021. But today’s recommendation is doing a lot better than the average chip company.

While we’re not normally fans of very low-priced stocks (you usually get what you pay for in the market), today’s recommendation has been around for a while, is liquid and is just beginning what looks like a multi-year growth wave thanks to two big drivers.

This week, Cabot Profit Booster features a top new-economy recommendation in the fast-growing social media space whose stock is just short of its all-time high.

It wasn’t a bad market until Thursday, when growth investors got slapped squarely on the side of the head. Apparently rising bond yields are to blame for the massive hiccup in the Nasdaq, but small-caps and mid-caps have also been hit hard recently.

Cannabis stocks have pulled back meaningfully in the last few months, but there are reasons to remain optimistic on the sector’s long-term potential.

Cannabis stocks rose briefly at the end of 2022 on hopes for SAFE Banking passage. That didn’t come to pass, but there’s a good reason to believe the sector can turn around in 2023.

Despite promises of a U.S. cryptocurrency reserve, President Trump’s limited support for cryptocurrencies offers little, if any, meaningful upside for the market.

The market has been all over the place of late. Here are 3 investing tips to help you navigate through all the stock market’s ups and downs.

Three portfolio stocks report earnings.

The week is shaping up to be down yet again for stocks, the sixth down week of the past seven, with every index basically re-testing their May/June low area (and some slicing to new lows). As of this morning, most major indexes were down in the 1% to 1.5% range for the week.

The bear market may cut down on promising companies that would otherwise show up on my radar, but these 3 small-time financial stocks are showing a lot of potential.