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Growth stocks have taken a beating so far this week as a sharp rotation is underway. Given that the Model Portfolio was 41% cash coming into this week, we’re not craving more cash, but we are making one small move tonight

You’ve watched the coverage and read the headlines, so we won’t go over all the details, but suffice it to say that the market has had a historic crash during the past three weeks, though this morning’s bounce is providing at least a little calming influence.

After a month-long crash phase that brought the S&P 500 and Nasdaq down 33% to 35% from their February highs, this week has finally brought a relief rally and a few pieces of encouraging news, with the major indexes rebounding north of 10% each and many other markets that were hit hard (such as junk and corporate bonds) doing the same.

Tesla Motors has been making headlines, and TSLA stock has been on a tear to start 2017. Here’s why bigger gains are still to come.

Cabot China & Emerging Markets Report is ranked the number-one performing newsletter over the last five years by Hulbert Financial Digest. “From the point of view of a pharmaceutical company, modern drugs are expensive to develop. From time- and labor-intensive development through expensive clinical trials and on to the dicey business...

From BI Research: “After a tough couple of years while the world worked through a global recession, prospects for the coal industry have improved considerably. But this is not just a recovery story. It’s also a story about the growing middle classes in India and China and the rest...

With the stock market hitting one new high after another, some people are now asking, “Is the market too high?”

After staying pretty quiet through June, August and September, market volatility really picked up early this month, sending the Market Volatility Index (VIX) to its highest levels since February. The increase was not unexpected: several of our Digest contributors said an increase in volatility was their only sure market prediction...

This year’s get-together has been particularly lively, as the Cabot analysts present a rich mix of market analysis, investing techniques, stock picks and answers to probing questions from both new attendees and veterans of previous conferences.

The stock market isn’t behaving the way most analysts expected following a Donald Trump win. Here are three investing tips to help navigate the uncertainty.

While I don’t expect that we have yet hit bottom, the advent of investors coming back into the market—looking for bargains—certainly gives hope for more positive days in our near future.

We remain bullish and heavily invested, though we’re being selective with new purchases and waiting to see how the market and leading stocks react to earnings in the weeks ahead.

It’s been a decent week for the market, though nothing amazing—just about all major indexes are up 0.5% or less after hitting or approaching new highs in recent days.

The market’s been all over the place in this holiday-shortened week, continuing the wild action we’ve seen of late.

Fears of rising inflation, and what that would mean for interest rates, weighed on the market last week, especially growth stocks, which were crushed. Fortunately, the Cabot Profit Booster portfolio is well diversified, and our stocks held up spectacularly for the most part, and some even made new all-time highs.

Enovix (ENVX) management hosted a two-hour-long presentation from their Fremont, CA factory yesterday afternoon that went deep into the company’s outlook for battery production, sales projections and customer interest. The team also talked about new senior management hires.

WHAT TO DO NOW: Not much has changed today vs. our update last night when it comes to the market, but after a couple of positive earnings reactions this week, today brought a downer—Elastic (ESTC) is getting hit after a good-not-great report. It’s not a complete meltdown given the recent move, but we’re going to sell half our position and see how the stock acts from here. Our cash position will now be around 33%.