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Despite a flurry of worrying headlines about DeepSeek and tariffs, stocks have largely shaken off the bad news. Here’s how to play this rolling bull market.

Although the market has been stalled for most of 2025, the resiliency is truly impressive. Here are two ways to trade this up-in-the-air market.

While the overall market remains trapped in a generally sideways range, certain areas are presenting major buy points. One of them: Chinese stocks, ...

The market remains under pressure, with our Cabot Tides and the “Growth Tides” (see more in this issue) negative, and even our longer-term Cabot Trend Lines on the verge of a sell signal. To be fair, we are starting to see some “real” extremes in terms of some sentiment and oversold measures, so we’re hopeful a bounce could get underway soon; we’re not ruling out some nibbling or re-jiggering in the Model Portfolio. But the main trends remain down, so our main advice is to stay mostly on the sideline and keep your watch list updated with potential fresh leaders.

All in all, we remain bullish, though you should expect some hiccups going forward. Aiming to buy some of the post-election leaders on weakness should work out, and we’ll keep an eye open for fresh, big-volume breakouts in the days and weeks ahead, especially among growth stocks.

The market may have turned an important corner this week--stocks not only rallied, but all of the major indexes we track spiked back above their 50-day lines, which was one of the signs we were looking for to tell us the month-long correction was ending.

I’m tempted by the idea of finding a stock at the bottom of a correction. I’ve given up on the idea of recognizing a bottom in the market. Market bottoms are idiosyncratic, sometimes bumping along for weeks or months, sometimes forming sharp Vs and other times W-shaped patterns. As I always say, the only people who consistently sell at the top and buy at the bottom are liars.

An important stock sector reclassification has begun that can affect your shares prices. And we’re selling one stock from the portfolio.

To say it’s been a crazy past two or three weeks would be an understatement, especially when you include the wild post-election action.

A wave of quarterly reports in recent days means most of our companies have reported.

From the start of this intermediate-term advance back in early November through most of January, there weren’t many bad things you could say—yes, sentiment was bubbly, and there was the occasional horrid day or severe bout of rotation, but the major indexes and most portfolios enjoyed a relatively smooth upmove.

Legg Mason and Total exceeded all analysts’ earnings per share (EPS) estimates and Invesco reached the highest analyst estimate. Boise Cascade fell short of the consensus estimate, although the stock broke out on the upside today.

While this week wasn’t a great one for the market on the surface, we think it was another constructive week in general, with the major indexes finding some support after the Tuesday morning, North Korea-fueled selloff, and with many growth stocks holding their gains from the past two weeks.

Nothing has changed with our overall market view this week. The major indexes are up modestly and earnings season has produced its usual mixed bag of some winners and some losers, but no disastrous blowups among institutional-quality leading stocks.

As investors, we’re always been told that portfolio diversification is a good thing. I don’t necessarily agree - and neither does Warren Buffett.

There’s an assumption that low risk, high yield investments don’t exist - that they’re just a myth. It’s time to put that assumption to rest.

The stock market really does actively work to pull money out of your pocket and make it disappear. Here’s how to prevent it from doing that.

Growth investing is like tuna fishing; you don’t catch one on every trip, but when you do, it’s very rewarding. Here’s an example, in three charts.

Don’t let yourself be trapped by the “why” behind the movement of stocks, but rather stick to the basics.