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Micro-cap stocks can sometimes be volatile due to lower trading volumes, but these three companies are built for the long term.

In this week’s video, Tyler Laundon recaps the market moving economic and earnings releases from the last week then lays out what investors should expect from the Fed next week, and into December.

Tomorrow afternoon traders will get another look at how the Federal Reserve perceives the inflation situation, as well as its plans to manage interest rate hikes going forward. Below are the expectations in the options market, the bond market, and from a couple Wall Street firms.

11 months removed from the growth stocks peak, many names are in a bottoming process. These are a few of the best-looking stocks today.

The market is pulling in today, though given the rally last week, the action among the indexes is still normal. On the market timing front, the Cabot Tides green light is still in effect, though our Cabot Trend Lines remain bearish, as does our Aggression Index. The Two-Second Indicator did record “only” 35 new lows on Friday, so we’ll see if that continues.

Investing in precious metals is normally seen as a good inflation hedge, but a strong dollar has held them back. That could be changing.

Retracement, when stocks give back part of their gains, may seem like a bearish indicator but it’s actually a totally healthy bullish move.

PTON and SNAP are two beaten-down growth stocks with great products and terrible charts. Here’s how I’d play a long-term rebound in each.

The major indexes quickly retreated after the prior couple of good weeks, with growth-oriented areas falling the most, a lot of stocks being rejected near resistance and some old winners being taken out and shot. Despite that, there are some green shoots out there—by the letter of the law, some broad indexes (like small- and mid-caps) are in intermediate-term uptrends, and we’re also seeing some sectors assert themselves, especially in the commodity space. We’re not bullish, and will leave our Market Monitor at a level 4, though our overall advice remains basically unchanged: Hold plenty of cash, honor your stops and, if you do some buying, keep it small.


This week’s list is again heavy on commodity-type names, though we’re also seeing a few recent earnings winners that have some growth to them. Our Top Pick straddles the line between growth and commodity and is one of the few names to move out to recently all-time highs.

This note includes the Catalyst Report, a summary of the November edition of the Cabot Turnaround Letter, which was published on Wednesday and earnings updates on 12 recommended companies.

Stock market investing can be daunting in a time of high inflation and rising interest rates. Here are five ways to make it manageable.

It was a strong October in the market with the S&P 500 up more than 6% for the month. But the index was up over 8% in the second half of the month after recovering from the low.

What’s going on, and can it last?

Part of this rally is a bounce off the low, which is normal for bear markets and has already occurred several times this year. But there are glimmers of hope that the market may have already bottomed. That hope is largely predicated on the notion that we may be at the peak of the Fed’s aggressiveness. All eyes will be on the Fed this week for confirmation.

I’ve been trying to figure out a way to efficiently share expected earnings dates, consensus earnings expectations and other key data points with you. In that effort, I’ve programmed a spreadsheet to pull data from one of my sources (image below).

We’ve had TransMedics (TMDX) for just two months and the stock has traded up 45% - 50% in that time frame, with very little volatility.

With a new Issue of Cabot Early Opportunities dropping tomorrow, tax loss harvesting season in full swing and a market swinging between being up and down significantly day to day (not to mention intra-day), we’re slashing a few positions today.

Given the shifting political winds, these catalysts could trigger profitable short-term trades in volatile cannabis stocks.

Of the many scenarios I considered for Enovix (ENVX) following Q3 earnings, seeing the stock down 40% was way down the list. Clearly the risks are relatively high with a stock like this – not unlike an early-stage biotech company – but so too are the potential rewards.

It’s all about the Fed right now. The recent rally in stocks may continue or abruptly end based on what the Central Bankers say today.

Today is the Fed’s November meeting where the way-late-to-the-party inflation tamers are widely expected to raise the Fed Funds rate another 0.75% for the fourth time this year. That’s baked into the cake. The main event today will be what the Chairman says about the future course of rate hikes.

We’ve had a few earnings reports lately that have been delivered under the cloud of the FOMC meeting and press conference (Wednesday). During that event, Fed Chair Powell opened the door to a slower pace of interest rate hikes starting in December but suggested the terminal rate (how high the Fed goes during this cycle) may be higher than previously expected and last for longer than previously expected.

It’s been a poor week for the major indexes even including this morning’s post-jobs-report pop, with most giving up a chunk of their recent off-the-bottom gains. As has been the case, the big-cap indexes (S&P 500 and Nasdaq) have fared the worst, down 3% to 5%, while the broader measures (small/mid-cap) are down “only” 1% to 2%.