Lutts' Logic
Cabot Chief Investment Strategist,
Timothy Lutts, offers his unique observations on current events.
From Cabot Wealth Advisories.
Sign up for free Cabot Wealth Advisory e-newsletter.For better or for worse, here are Tim's opinions on 11 news stories this week (January 30, 2009).
And the time to invest is when public perception is lowest.
Tim looks ahead, and focuses on one of our country's great challenges, health care, where he sees reason for optimism.
As the market works to build a base here, the strongest stocks in the market are coal stocks...and never before in my career have coal stocks been attractive investments.
Contrary investing is the practice of paying attention to the sentiment of the masses ... and leaning the other way.
The root of creative destruction is innovation that drives economic growth forward by improving on and "destroying" the old.
Timothy Lutts responds to a subscriber's request for his views on the credit markets.
Tim discusses the U.S. government rescue of Fannie Mae and Freddie Mac, constructing a vision of the big trends that brought us to this place, and where they might lead next.
The main point of today's column is peace of mind, in particular as it relates to successful investing.
Retiring later and investing privately will help fix Americans' Social Security.
Travel to foreign countries reminds us that global investment opportunities don't stop at our borders.
The institutionalized powers will make achieving change very difficult. In fact, I think what we need for this challenge is not a president but a dictator.
The demand for alternative energy sources will foster wonderful new inventions that will, in time, fill much of the demand for energy.
Tim hopes the new movie will impact the American psyche and behavior in Washington.
Tim focuses on a fellow who's made a career of predicting the future, John Zogby.
Tim gives his opinion on how we Americans got here and where we are going.
Life may be "Understood Backwards--Lived Forwards," but with a little thought, we can see trends as we live them and benefit from them.
If you're investing for growth, you've got to leave behind the slower growers of the past and learn to embrace the younger, faster-growing companies of today.
And don't confuse the stock with the company.
The person we choose for the most difficult job in the world needs to be intelligent yet be humble; needs to be resolute yet open to change; needs to have principles yet be ready to compromise. But above all, that person needs to lead.
Once upon a time, the word "discrimination" had a positive connotation: fine judgment, the capability of making small distinctions.
One of the market's biggest winners in 2007 was Crocs (CROX). We made a lot of money in the stock, and therein lies an excellent opportunity for a lesson in Romance, Transition and Reality.
Tim answers readers questions on sellng stocks and tax gains and losses.
Tim points out six major changes, and discusses how we might adapt to them—and profit from them.
When it comes to investing in steakhouses, the message is clear.
Tim discusses the differences between the head of the company, the company and the stock, and why many of the best stocks top.
The future is likely to bring something new to America...credit will shrink and equity will increase.
While most of the leaders of the last bull market are toast, there are two sectors that are working.
One thing I like to do when the market falls apart, as it did last Friday, is see what stocks are holding up well...even better, what stocks are hitting new highs.