Search

The market just keeps on going. Both the S&P and the Nasdaq made yet another new high on Monday. And that makes me nervous. I guess I’m just not built to receive continuing good news without getting suspicious.

So much for the cranky post-summer investor and the historically rough September. The S&P is up 3.4% for the month so far. It’s also up 13.8% YTD and 38% from the April low. Why not? We’re in a Fed rate-cutting cycle. The AI catalyst is going strong. And the economy is nowhere near recession.

Now that the Fed is cutting rates again, housing stocks may get a bump on improved sentiment. The question is, will it last?

Gold has been on a tear this year, especially over the last month-plus, but the economic backdrop and elevated inflation mean that gold’s run may just be getting started.

Insurance costs have been rising for years, even rapidly outpacing inflation in many areas, and households are feeling the pinch of higher prices. This month, let’s take a closer look at why the costs to insure your home and autos are rising and what you can do about it. We’ll explore who’s paying these higher prices, comparison shopping for new or replacement policies, and the other steps you can take to keep your costs manageable.

As the dividing line between the public and private sectors becomes increasingly blurred, it’s readily apparent that long-term investment decisions must now be evaluated through a new lens. And that means asking a simple question: “Could the financial asset I’m interested in acquiring be potentially influenced through direct federal intervention?”

All-weather portfolios are structured to perform well in a variety of market conditions, making them ideal for turbulent times. Here’s what you need to know.

With higher chocolate prices hitting consumers and shifting preferences, is Hershey (HSY) or Mondelez (MDLZ) the better play as snackers kiss chocolate goodbye?

With a big Fed meeting on tap for this afternoon, we’re continuing to maintain a steady pace of adding new positions, selling off some weaker ones, and adding fresh names to our Watch List.

Details on all of the above are included in this September’s Issue. Enjoy!

Housing-related stocks have been one of the biggest underperformers in the last year. Can impending Fed rate cuts give them a boost? These three big-name homebuilder stocks stand the best chance.

It has been called “Beijing’s missile fashion week” by news outlets, and it commanded a fair share of this week’s headlines. It’s also a reminder to investors why the defense sector is still in a leadership position from a relative strength standpoint, driven by ongoing military conflicts in Eastern Europe and the Middle East.

A letter from Cabot’s President & Publisher on the swirling uncertainty in the market, remaining bullish, and strategies you can deploy now to generate solid returns even if volatility rises.