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Progress on federal-level cannabis reform remains uncertain and demands patience from investors. In Cabot Cannabis Investor, we’re getting paid to wait.

Investors having been piling into downstream beneficiaries of the AI trade, most notably, Palantir (PLTR). But with that stock richly valued, and having taken a recent hit, you may want to consider this cheaper alternative.

Emerging market equities are roaring into 2026 on the heels of a strong 2025. These ETFs can help you ride the momentum this year, but there’s a better way to play it.

As of the beginning of 2026, Warren Buffett is no longer at the helm of Berkshire Hathaway, but its portfolio remains a testament to how its architect changed investing itself.

Earnings season is a fantastic opportunity to glean cannabis sector insights from industry leaders. Here are two developments that the top brass is talking about right now.

Today’s recommendation is another company tapping into the explosive growth in genomic testing. It makes diagnostic tests, which pits it against larger rivals like Illumina (ILMN) and Gardant Health (GH). But this small company plays in three very specific markets where its next-gen products are emerging as market leaders. And new collaborations with the likes of Johnson and Johnson (JNJ) and Loxo Oncology, now part of Eli Lilly (LLY), are further evidence that it’s on the right path. All the details are inside. Enjoy, and Happy 4th of July!

In this week’s video, Mike talks about his continued defensive stance, but also details a couple of secondary indicators that are looking better.

In this week’s video, Mike Cintolo discusses yet another week of positive market action, with the major indexes scoring new recovery highs.

In this week’s video, Paul gives his thoughts on the market and looks at a few stocks that are performing better than the market.

Australian Edge recommends Australian stocks that have strong balance sheets, high dividend yields and extraordinary growth potential. Australian Edge is suitable for any safety-seeking investor who is looking for aggressive income and substantial capital gains while avoiding the debt crisis and economic problems that will continue to be a drag...

The market is changing. The risk is shifting from more Fed rate hikes and inflation to a growing possibility of recession in the quarters ahead. The math is changing and so is market rotation.


At the same time, earnings season is here, and we are likely in an earnings recession already. Average S&P 500 earnings shrunk 4% last quarter and are forecast to fall 5% this quarter. Much of that expectation is already reflected in prices and investors will be carefully watching the guidance for future quarters. If that is negative, companies that can continue to grow earnings and buck the trend should be at a premium.

Monday’s column, sparked by news of the Amethyst Initiative, the proposal by 129 college presidents to discuss lowering the drinking age, brought some great responses. I’ve reprinted many below (edited to save you time), and I thank you all for reading and taking the time to respond.

This week’s GDP number should confirm that we are in a recession. That might be good news for the market.
The worst situation for stocks tends to be a “looming recession”. Stocks tend to fall most as a recession approaches and in the early phases of an actual recession. Stocks also tend to recover before the economy because the market anticipates six to nine months into future. In a typical recession, stocks fall before it hits and recover before it’s over.


If this week’s number confirms that we are in a recession that began at the beginning of the year, the market should be in a more desirable position than if a recession is anticipated later this year or early next year.<.p>


The recent rally in technology is encouraging. I mentioned in last month’s issue that technology stocks had fallen before the overall market and were likely to recover before most other sectors. Since then, portfolio position Qualcomm (QCOM) is up nearly 30%.


This month’s issue highlights another technology stock, Intel (INTC) . The stock is still very cheap with bright prospects in the future. If the market turns south again, the stock should hold up better than the technology sector and be a solid longer-term hold. But if this rally in technology proves to be lasting and QCOM gets called away, we will still have another tech stock that should move higher as well and provide a great call writing opportunity.

Doomsaying is a tricky business. In the late 1970s, when commodities were king, technical analyst Bob Prechter correctly predicted the implosion of the commodity bull market and a “‘super cycle’” bull market in equities. His eerily on-target prediction made him an investing superstar. Unfortunately, he then predicted the 1990s would be a severe bear market for stocks. I’ll admit, there is something tempting about subscribing to bleak predictions when times are tough. But there are four reasons I believe most of this dommsaying is wrong.

The economic news is probably going to get worse before it gets better, but it’s likely that the stock market won’t care. The stock market looks ahead and has probably already priced in most of the economic downtown. So be prepared for once-in-a-lifetime bad economic readings, but don’t expect the stock market to follow them down.

Everything we do here at Cabot comes down to one basic principle--trying to make money by using knowledge of how the market actually works. Most people think they know how the market works, or how it should work. I’ve already made every mistake in the book (and still find new ones), but I’ve learned enough to understand that the way the market works, and the way people think it works, are vastly different.

This year we celebrate 43 years of publishing Cabot Market Letter. Here’s an interview with chief analyst, Mike Cintolo.

These 10 stocks look like good investments for the short and long term.

No matter how much you study up on the concepts of investing, being a good investor really all comes down to psychology.

I spent most of last weekend planning an upcoming trip to Europe (Prague, Munich and Amsterdam). I reserved a rental car, found a couple places to stay... and looked into getting a new credit card. I already have credit and debit cards that don’t charge foreign transaction fees, which is important...