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Things are looking up in the market. The S&P 500 soared 3.5% last week and is now more than 7% higher YTD.

Investors love that the banking issues have had the benefit of tempering the Fed with no apparent offsetting crisis, so far. The expected timeline for the Fed to stop raising rates has moved way up, to one more rate hike from what could have been a hiking cycle that lasted the rest of the year.

We’re digging into another compelling MedTech story this month.

The company in focus is a spine specialist. It’s been grabbing market share from larger players by growing a portfolio that covers the full spectrum of spine care, from imaging and surgery planning to surgical tools and implants.

It’s a great example of how intense focus on a specific market can set one player apart from the big boys. Enjoy!

In this week’s video, Mike Cintolo talks about the market’s under-the-surface improvement that he’s seeing; no indicators have changed, which will need to happen for him to extend his line in a big way, but there’s no question most stuff has seen improvement and more stocks are beginning to act properly. Mike did a little buying this week and is hoping to add more should the market be able to build on the recent action.

Despite ongoing banking fears, impressively the S&P 500 gained 1.26% last week, while the Dow rose by 1.48% and the Nasdaq added 1.14%. How this situation will play out this week is a complete toss-up, though I have to say I’ve been impressed by the resiliency of the bulls in the face of bad news … for now!

This week has been another volatile and news-driven one, with some quiet trading Monday and Tuesday, wild action with the Fed and the Treasury Secretary’s commentary on Wednesday with another wild swing on Thursday (up, then back down) and some selling this morning. Interestingly, though, the major indexes haven’t moved much net-net—as of this morning, the S&P 500 is flat, the Nasdaq is up less than 1% and the broader indexes are off less than 1%.

They say, “Be greedy when others are fearful.” With that in mind, I’ve built an options-based portfolio using only 5 big bank stocks.

This week, amidst the fireworks in banks, the Fed and more market volatility, there were no earnings reports and we had no changes in ratings on our recommended stocks.


Next Wednesday, we publish the April edition of the Cabot Turnaround Letter. We’ll tip our hand on the first article – which will be on possible bargains in the banking industry.

Despite ongoing banking fears, impressively the S&P 500 gained 1.26% last week, while the Dow rose by 1.48% and the Nasdaq added 1.14%. How this situation will play out this week is a complete toss-up, though I have to say I’ve been impressed by the resiliency of the bulls in the face of bad news … for now!

Rather than overcomplicate your investing strategy, use time-tested methods and boost your returns by pairing that with my favorite options strategy.

The banking crisis has dominated the headlines, but fears of contagion are overblown. Here are 2 micro-cap banks to buy at a discount.

More and more stocks are trading on their own merits as the focus on inflation and the Fed begins to wane. Here are 3 stocks that are already standing out.

Turnaround stocks need both overlooked value and a potential catalyst to trigger their recovery, this promising telecom may have both.

Inflation is starting to look “sticky” which could mean higher rates are here to stay. That could be bad news for growth stocks, but it makes these high-yield dividend stocks even more attractive.

In the fast-growing world of electric vehicles (EVs), Tesla garners all the headlines in the U.S., but China’s top EV company is making waves and already moves more units.

Cabot Micro-Cap Insider readers know how much I love spin-offs, so it should come as no surprise that these three spin-off creating companies are on my watch list.

The banking situation has changed the Fed. The damage done by previous rate hikes is making the Central Bank far less hawkish. The risk is shifting from the Inflation/Fed cycle to recession. The end of this cycle may have been expedited. And stocks could rally out of this bear market sooner than thought.

Of course, the banking issues might not be over yet. And the timing and severity of a possible recession is still unknown. Things may get worse in the market before they get better. For now, defensive stocks that can maintain earnings growth in a worsening economy or recession are better places to be.

Although they’re not the only game in town anymore, earning income on growing assets never went out of style. These dividend ETFs can help.

Although volatility and negativity are dominating the headlines, this collection of sentiment signals says there’s reason for optimism.