Value stocks have outperformed large-cap stocks so far this year, and the latest bout of market weakness is adding new ...
After being wiped out by margin, hedge fund Situational Awareness is again placing leveraged bets. But this time, it's doing ...
Investing in exchange-traded funds (ETFs) has never been more popular. 2024 was a record year for ETFs as they registered more than $1 trillion in inflows for the year ($1.1 trillion to be precise).
Midterms are less than a month away, and despite the rising political temperature, that's actually good news for the stock ...
Join Chris Preston and Brad Simmerman, co-hosts of the Cabot Street Check podcast, as they host a round-table discussion with expert analysts Jacob Mintz, Tyler Laundon, Nancy Zambell and Clif Droke.
When we last discussed the brewing battle for Warner Bros. Discovery (WBD), Netflix (NFLX) had made an aggressive move to acquire the company’s studio and streaming assets, only to see Paramount ...
Healthcare is traditionally one of the market’s most resilient sectors, offering both defensive stability and innovative growth potential. But from a portfolio standpoint, whether you’re buying ...
Ply Gem Holdings (PGEM) was formed in 2004 in a leveraged buyout of the window, door and siding division of Nortek. Having gotten back on its feet after barely surviving the housing crisis, the ...
After two near-record-setting months, stocks are encountering their first real turbulence since March. It’s no surprise. While stocks go up an average of 10% a year, they rarely do so in a straight ...
With retail price increases showing no sign of abating, it’s not surprising that inflation remains a major concern for consumers. But it’s also a likely reason why the last few years have witnessed a ...
Carl Delfeld is a member of the Cabot investment team, and chief analyst of Cabot Explorer. He received his Masters in Law and Diplomacy at the Tufts Fletcher School; worked for the First National ...
Although the market has been resilient so far this fall, it has some issues to work through. The main risks coming out of the summer were oil prices and interest rates. Both have gotten significantly ...
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