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The market has been rallying furiously over the past several days on earnings. Is this the Promised Land or more false hope?

It’s just the kickoff of the third-quarter earnings season and the nation’s major banks have reported. These banks are considered bellwethers for the U.S. economy and numbers are better than expected. The results are reviving hope among investors.

This year, individual stock performance has largely been driven by a single narrative: how well the underlying companies are positioned for a pandemic-striken world. Those with strong digital-economy businesses have surged, while those with physical-economy businesses have stalled, or worse.

In this issue we recommend a life insurance stock and talk about Dow laggards with rebound potential.

Earnings might be saving this market. That’s the good news. The bad news is that the market needs saving, and for good reasons.

So far, with just about 10% of S&P 500 companies reporting, earnings have been better than expected, as usual. It’s a tough quarter considering inflation, the war, and covid in China. But companies have been resilient so far. And market performance has been upgraded from falling to floundering.

What a July! The S&P 500 moved 9.1% higher for the month, making it the best month since the first pandemic recovery month in 2020. It also closed up 12.6% from the low in June.
Is this a bear market rally or the beginning of something beautiful?

It’s starting to feel like a bull market. But let’s not bank on it just yet.

Inflation is moderating, and many see an end to the Fed tightening cycle by early next year. The Fed part is probably true. The Central Bank will likely raise the Fed Funds rate to around 3.5% and then stop. Higher than that would probably plunge the country and the world into a deeper recession. I doubt this Fed will have the belly to do that.

In 2012, the small-cap index measured by the Russell 2000 was up 16.35%. I expect small-caps indexes to post impressive gains in 2013.

The market has been a little iffy over the last five or so sessions. This action, coming on the back of great earnings from mega cap tech stocks last week, but not great reactions, suggests a more conservative stance is appropriate right now for some of our high-growth names.

The topic is Peak Oil, the theory that global oil production will peak somewhere between 2006 and 2010 and then decline “until all recoverable oil is completed within several decades.”

Arrived, a new fractional real estate investing platform, is one path to investing in real estate without breaking the bank, but it’s not the only way.

Back on Monday, I tackled the big challenge of our healthcare system once again, beginning with a few personal stories--including the $840 bill for my wife’s sliced thumb--and finishing with a prediction that the big pharmaceutical companies were in for tough sledding once Washington begins a serious effort to reduce costs. The responses to the column were numerous and excellent, and I share the best with you here.

In this week’s video, Mike goes through an extensive list of leaders pushing to new highs and other stocks setting up to run.

Cabot received Best Financial-Advisory Newsletter Award for second consecutive year.

This month, we celebrate 44 years of publishing our flagship publication, Cabot Market Letter.

With wild swings in the stock market these last six months, how should you approach the next six? Our Cabot analysts offer their best stock market tips.

Dividend growth stocks tend to come from strong brands with numerous competitive advantages. Here are the three best dividend growth stocks in the S&P 500.

Investing in marijuana stocks is a smart idea. But you can’t just invest in any marijuana stocks. Here’s the right way to do it.

We at Cabot Wealth have had great success over the years using the following three simple-yet-proven stock picking criteria.

High-quality stocks with low PEG ratios have outperformed the stock market indexes in both advancing and declining markets.

Canadian stocks are a good way to diversify your portfolio without taking on too much risk. And here’s one Canadian stock that appears quite undervalued.

It’s my belief that anyone who makes an investment decision based solely on any single factor is probably going to lose money.