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Admittedly, the list of good-looking stocks is extremely small these days; that’s how it is at market bottoms. But the few stocks that do reveal strong investor support are worth following closely--particularly if they have great growth stories--because they’re the stocks most likely to lead the next market advance. One sector we’re keeping on eye on is the airlines.

I didn’t have a strong business agenda for my visit to China. The real purpose was to put a face on the place, so to speak. I was fortunate to hear lectures by people with extensive China experience and to go on a couple of interesting factory visits. But the investing system used by the Cabot China & Emerging Markets Report doesn’t make a lot of use of the kind of “look-them-in-the-eye” analysis of management that is popular with large institutional investors.

Intellectually, everyone knows that the right time to get into the market is at the bottom. Stocks are cheap and there are bargains galore. Unfortunately, figuring out when a bear market is going to bottom is about as easy as knowing when a long-winded speaker is going to quit talking. It can’t be done. Maybe it’s fairer to say that you can’t see a market bottom by looking forward through the windshield. It’s something that can only be seen in the rear-view mirror.

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The market had a great start to the year and then slumped in February. March started off with the best week in a month for the S&P 500. What’s next?

There will be a lot of information coming out this month that could determine whether the market rallies or slumps from here. This week, the Fed speaks and the February jobs report comes out. These events could give investors a better idea of how aggressive the Fed will remain.

The market is making some noise so far this year. And in a good way. The S&P 500 is 7.7% higher and the Nasdaq is up 14.7% YTD. Is this real, or just another head fake?


The rally is being prompted by increasing optimism of a soft landing, where inflation falls without the economy falling into recession. Previously pessimistic pundits are now embracing the possibility. And there is some evidence to back up the soft-landing scenario.

The year has certainly started out in fine fashion. The S&P 500 has delivered positive returns for all four weeks so far this year. The S&P is up 6% YTD and the Nasdaq is up 11% YTD, as of Friday’s close.

But earnings have been lousy so far this quarter, with the average S&P 500 company that has reported so far posting -5% earnings growth from last year’s quarter. But the market was expecting that. Investors know there will be a declining economy this year, and the sooner it declines, the sooner the Fed will be done hiking rates.

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Specific trends and sectors come in and out of favor in the investing world, but finding “The Big Idea” behind those trends is timeless.

The competing narratives of a soft landing or a recession are dominating headlines. Bruce Kaser recently presented his subscribers with a compelling alternative: an inventory cycle.

While it’s not typically one of my investing parameters, exploring women-run businesses is an interesting way to find new and exciting stocks.

Can you crash-proof your portfolio? Yes. Now, I’m not saying you won’t ever lose money, but you can minimize your losses.

Tech stock valuations may seem out of whack. But the pace of tech innovations is accelerating - making tech investing increasingly essential.

Marijuana investing is going mainstream. But there’s a segment of the marijuana industry I’d never heard of until my recent visit to Scotland.

Today, I’d like to quote some of the great minds of our time, including Warren Buffett. And here’s a high-yield stock Buffett might love.

The best-performing ETFs of 2019 are a window into what niches of the market are working amid heavy sector rotation. And there’s one clear winner.

The VIX, i.e. the investor fear gauge, just topped 40 for the first time since 2011. Here’s what we can learn from that VIX spike, and other volatile times.

Up 178% in six months. That’s how well our best-performing Top Pick for 2013 has done so far this year. The winning stock was submitted to our annual Investment Digest Top Picks contest by Tom Bishop of BI Research. In his original recommendation, he argued that the company’s new scaffolding technology...

DoorDash and Airbnb stock got off to great starts after coming public last week. But can investors find true value in either?