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With persistent inflation, the metals markets have experienced a veritable gold rush. Here are two ways to add exposure to the yellow metal.

The best semiconductor stocks are poised to benefit from the recent CHIPs act, but they face a growing threat from a significant market.

Although he’s no longer helming the Magellan fund, Peter Lynch is continuing to execute his winning strategy investing in micro-cap stocks.

Current Market Outlook


As we’ve been writing for many weeks, most of the primary evidence (trends of the major indexes, action of leading stocks) remains in the plus column, as do some key secondary pieces of evidence (blastoff indicators, number of new lows, etc.), so we’re sticking with a bullish stance. But the near-term should be interesting—the continuing dichotomy in the market means most indexes aren’t far from their 50-day lines, and we’ve started to see more up-down-up-down action, which, after a big, prolonged (13-plus weeks) upmove, tells you that the bulls and bears are beginning to fight it out. None of this is a reason to anticipate something sinister—again, most of the evidence is still positive—but it’s prudent to pick your spots on the buy side and have some stops in place in case the sellers make a stand and/or another bout of rotation takes hold (we started to see that today). We’re nudging our Market Monitor down to a level 7.

This week’s list has something for everyone, with stocks of all stripes making the cut. Our Top Pick is Etsy (ETSY), which has come alive after a year-long rest. Try to buy on dips.

Stock Name	Price	Buy Range	Loss Limit
Crispr Therapeutics (CRSP)	84.11	71.5-75	62-64
Etsy (ETSY)	112.97	97.5-102	84-86
Farfetch (FTCH)	26.23	16-17.5	14.5-15.5
GenMark Diagnostics (GNMK)	15.47	12.3-13	10.6-11
HubSpot (HUBS)	582.89	207-212	187-190
Inphi (IPHI)	120.16	107-111	98-100
Invitae (NVTA)	32.06	26-27.5	22.5-23.5
Meritage Homes (MTH)	102.20	71.5-74	63.5-65
Plug Power (PLUG)	8.35	7.2-7.6	5.9-6.2
STAAR Surgical (STAA)	57.94	56-59	49-51

We recently received a very interesting proposal from a Cabot Wealth Advisory reader who suggested an essay contest with a subscription to a Cabot newsletter as the prize for the best entry. We have never done such a contest, but the reader had obviously thought through the details, and made a very persuasive case. And we liked the idea so much that we’ve decided to hold the contest! We love competitions and we like the idea of asking Cabot Wealth Advisory readers to share their stories and we think others will enjoy reading them. The entries will give us an opportunity to get to know you better, dear reader. And the winner will have a chance to get back into the market with our best advice because the prize is a FREE one-year subscription to a Cabot newsletter!

Averaging in the stock market is when investors gradually increase the number of shares they have over time, in their best stocks.

Last month, I made the decision to short bitcoin. Turns out, this bitcoin options trade was one of my best investment decisions of the past year.

Apple (AAPL) has a good earnings report and a stock moves from Hold to Strong Buy.

As an investor, you can’t afford to ignore small-cap stocks. Here are five reasons to buy them - and two small-cap ETFs to consider.

Yesterday’s sharp selloff turned Cabot’s intermediate-term market timing indicators negative, so it’s time to get a little more conservative.

Wall Street has decided that interest rates have peaked. And the market loves it. The S&P 500 is up 8.4% so far this month and has made up most of the decline of the prior three months.

We recently conducted a short survey of our Dick Davis Investment Digest subscribers. Several common concerns were market volatility and economic uncertainty (which I wrote about two weeks ago here). Today, I want to address a third common refrain. As a subscriber from Texas put it: “Maximize dividend income...

Today I’m going to give you my two cents on Dow 10,000. No doubt the nightly news programs had a field day with that milestone and a lot of individual investors in the U.S. likely took it as a sign that it was OK to start wading back into the market. Wrong.

By now you may have heard of the “25 Random Things” phenomenon that has swept Facebook and been written about in The News York Times, CNN and the Wall Street Journal. The idea is not new; your friends write 25 things about themselves that they then send to you in hopes of learning 25 things about you. Some have used this as a forum to spill their guts, while others have sternly refused to participate. I’m not into confessionals, so I’ll use the concept to write 25 top investing rules, tips and books that I’ve compiled from the advice our editors have given over the years.

One of our stocks reported a third-quarter earnings beat, and steel stocks are up.

After another up week and a record close last Friday, the market is grappling with mixed signals.

Last week’s highly anticipated jobs report came in much better than expected. The previous two weak jobs reports had roiled the market as they stoked recession fears. But not this one. The market was initially thrilled but is now thinking twice about the situation.

A week ago, the market was teetering on the brink. But it teetered in the right direction.

The benchmark ten-year Treasury rate had soared above 4.8%, dangerously close to the late 2023 peak of about 5%. December CPI inflation was reported last week. A bad number could have thrust the 10-year rate above the peak, almost certainly prompting a selloff in stocks. But Wall Street was happy with the number and things went the other way.

As we approach the final trading day of 2021, we see a market in a period of relative calm after what felt like a very volatile November and December, especially for those invested in individual stocks.