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Flywire (FLYW) reported Q4 results after the close yesterday that beat expectations on the top and bottom lines. Revenue was up 42% to $73 million (beat by $7.55 million) while GAAP EPS of -$0.01 beat by $0.11.

The push to invest in automation has led to economic anxiety in the U.S., but this robotics company knows the value of pairing robots with human workers.

Updates on NRDS, LUNG, TKR & ISEE

Rescheduling of cannabis completely rewrites the tax rules for cannabis companies. These five companies have some of the most to gain (if they can turn a profit).

Enovix (ENVX) and Intapp (INTA) Deliver

Cannabis rescheduling would release cannabis companies from the dreaded code 280E, and these 5 names have the most to gain.

It’s important not to lose sight of the ideal of emotion-free investing, especially when the gravity well of political news may seem inescapable for well-informed investors.

As we await progress on negotiations, investors should consider the companies likely to feel the most impact of the tariff war, however it pans out.

Following insiders into new investments is a strong strategy, and with the cannabis sector showing signs of resurgence, it may be the best way to play it.

While there have been some crazy moves in the market this week, it’s somewhat encouraging that, as of 12:00 PM ET, the broad market isn’t off that much compared to Friday’s close.

We are all trying to digest the substance of “Liberation Day” and better understand what lasting impact it will have. Suffice to say, there are a lot of ways this could go. But one thing is for sure – we’re in uncharted territory.

Iron Condors are risk-defined trades, but they can still go wrong, especially if traders double down. The recent collapse of “Captain Condor” is proof.

This note includes our review of earnings from Berkshire Hathaway (BRK/B), Elanco Animal Health (ELAN), ESAB Corporation (ESAB), TreeHouse Foods (THS), Viatris (VTRS), Vodafone (VOD) and ZimVie (ZIMV).

There were no ratings changes or price target changes this week.

As we move into a new year, the market shrugs off the chaos engulfing Capitol Hill and the GOP losing its majority in the U.S. Senate. Expect higher federal spending and debt in the next couple years, though it should be mentioned that we have already added $8 trillion to the national debt over the past four years. There were a few bright spots but Explorer stocks in general drifted a bit lower over the last week.

Today we have a new recommendation of a company of at the forefront of the technology revolution.

The market rebound from its lows has been impressive as the unprecedented amount of stimulus injected by the Fed and Congress has overwhelmed any forward-looking concerns about the real economy.

The key now is to build, day by day, a more normal trading pattern. Cabot Global Stocks Explorer positions have kept pace with the market with outlier Virgin Galactic (SPCE) coming back 75% in two weeks. Our emerging markets (EEM) timer needs a bit more time to come out of its negative position. Today’s new recommendation is a high-quality, debt-free robot maker that is trading at close to a 10-year low.

Already the S&P500’s crisp 20% peak-to-trough drop ending on December 24th seems like a distant memory. Since last quarter, over 90% of all S&P500 stocks have advanced. Being contrarians, this prompted us to look at stocks that haven’t fully participated in the upturn.

In this issue, see the seven stocks whose shares remain well below their two-year highs, yet might have latent recovery potential.

This was a good week for Explorer stocks with Agnico Eagle Mines (AEM) up 6.2%, Alibaba (BABA) up 5.9%, Banco Santander (SAN) shares rising 6.2%, and BYD (BYDDY) shares surging 8.1% this week.

It was a painful process with America’s most valuable ally, but a trade/investment deal was finally reached with Japan, which buoyed markets. Frameworks for deals with the Philippines and Indonesia were also agreed to, sending the S&P 500 to a new high. The market seems mostly concerned with China. The reason is that annual S&P 500 revenue from China is $1.2 trillion, roughly four times the U.S. trade deficit with China.

The markets continue to lack direction and are buffeted by uncertainty regarding tariffs, taxes and spending, debt and conflict, but yesterday came to life as concerns over some of these risks were mollified. Nevertheless, broadening and diversifying your portfolio makes sense to maintain an objective of growth while also being mindful of protecting your wealth.

This brings us to gold - and today’s recommendation.