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We are so accustomed to looking at stocks and markets day by day that we sometimes miss the big trends as well as opportunities.

Remain cautious. The market is doing more chopping than declining in recent weeks, and because of that, a couple of good days on the upside could actually turn the intermediate-term trend up.

Tonight, we’ll continue to stand pat in the Model Portfolio (though we are placing one stock on Hold) with eight stocks and a cash position near 20%.

Three earning updates - Two Holds and a Sell.

Small caps bounced off their 50-day line last week and are nearing all-time highs. It’s anybody’s guess what will happen in the days ahead as many people will have stepped away from the market, so don’t be surprised if there is some odd trading in some of our stocks. There’s usually some inefficient trading, especially with the microcap stocks, during these periods.

Stocks are rallying after Trump’s win, but small cap stocks are outpacing them all. Here are three small cap sectors that are faring particularly well.

This week brought news that some of the U.S. government’s stimulus package funding has been delegated to some very unique places in Massachusetts: $1.5 million to fix a lighthouse on an uninhabited island, $123,000 to terrorist-attack-proof a party cruise ship and $95,000 to study pollen samples from the Viking Era.

This week we review earnings from one of our recommended companies and provide updates on three other recommended companies. We share some thoughts on why what produced the remarkable bull market over the past decade and longer may not lead to investing success over the next 5-8 years.

People often overlook silver as a safe haven in volatile markets. But the best-performing silver stocks tend to rise faster than gold stocks.

Cabot Publisher Timothy Lutts’ views on investing in Apple are discussed.

The volatility continues but we’ve seen most of our stocks hold above previous lows (so far). The S&P 600 Small Cap Index is also holding above its lows from last week.

Investing isn’t something they teach you in school (usually). If you want to learn to be a good investor, you’re going to have to educate yourself.

The market found its mojo after the Fed vaguely insinuated that it could conceivably consider cutting rates before the end of the year. But it looks like the momentum is gone.

The best investment advice I can give to young investors is to start early. The second best advice I can give is to read a lot.

One of the trends that’s making headlines this earnings season is the success of companies that are adopting cloud-based technologies. While reading The Wall Street Journal on Monday, I noticed that Oracle (ORCL) CEO Mark Hurd spoke at the Oracle OpenWorld conference in San Francisco. Among his headline-worthy comments was the statement that Oracle now has virtually 100% of its portfolio rewritten, rebuilt and modernized for the cloud. That’s a big endorsement from a company with a $162 billion market cap. And Oracle isn’t exactly an outlier.

Don’t let loyalty or affection cloud your judgment when investing in stocks.

We have one portfolio change today: I’m selling half of Nordic American Tankers (NAT) from the High Yield tier based on the stock’s lousy technical action. But there are still plenty of strong performers in our portfolio, including our newest buys, Mattel (MAT) and CVS Health (CVS). Read on for details on recent earnings reports and more.

In today’s note, we discuss the earnings reports from Wells Fargo (WFC). Please note that our comments on Well’s earnings didn’t make it into the podcast.

Earnings reports have been on the menu this week. Some have gone our way, with Zeta (ZETA) and EverQuote (EVER) having fantastic reactions. We’ve taken a few punches too, and Talkspace (TALK) was cut on weakness while Alphatec (ATEC) is down but not yet out of the portfolio.

I’ve upgraded Intapp (INTA) this week as that stock looks like it could move significantly higher. We also add to our Weave (WEAV) position today in anticipation of a rebound in the share price.