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.Stocks Hitting New Highs even as the Market Falls Apart
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.
Two Sectors that are Working
While most of the leaders of the last bull market are toast, there are two sectors that are working.
The Great (Credit) Shrinkage
The future is likely to bring something new to America...credit will shrink and equity will increase.
Steve Jobs, Apple, AAPL and Why Good Stocks Top
Tim discusses the differences between the head of the company, the company and the stock, and why many of the best stocks top.
Enjoy the Steak but Avoid the Stock
When it comes to investing in steakhouses, the message is clear.
Six Big Trends You Can Profit From (or, Beware the Boiling Frog)
Tim points out six major changes, and discusses how we might adapt to them—and profit from them.
How to Sell Stocks Profitably
Tim answers readers questions on sellng stocks and tax gains and losses.
The CROX story—Romance, Transition and Reality
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.
In Praise of Discrimination
Once upon a time, the word "discrimination" had a positive connotation: fine judgment, the capability of making small distinctions.
The Most Important Election in the World
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.
The Market is Not the Economy
And don't confuse the stock with the company.
Look Forward, Not Backward
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.
Long-Term Trends—Maria, Fidel and Hugo
Life may be "Understood Backwards--Lived Forwards," but with a little thought, we can see trends as we live them and benefit from them.
The Liquidity Crisis and a New Idea in Alternative Energy
Tim gives his opinion on how we Americans got here and where we are going.
John Zogby's Chrystal Ball
Tim focuses on a fellow who's made a career of predicting the future, John Zogby.
I.O.U.S.A. is New Player in the Fight Against the Growing U.S. National Debt
Tim hopes the new movie will impact the American psyche and behavior in Washington.
High Gasoline Prices bring Challenges and Opportunities
The demand for alternative energy sources will foster wonderful new inventions that will, in time, fill much of the demand for energy.
Thoughts on Obama's Healthcare Summit
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.
Global Opportunities
Travel to foreign countries reminds us that global investment opportunities don't stop at our borders.
Fixing Social Security
Retiring later and investing privately will help fix Americans' Social Security.
Finding (Investing) Peace of Mind
The main point of today's column is peace of mind, in particular as it relates to successful investing.
Fannie Mae, Freddie Mac and America's Debt
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 Credit Crisis
Timothy Lutts responds to a subscriber's request for his views on the credit markets.
The Theory of Creative Destruction
The root of creative destruction is innovation that drives economic growth forward by improving on and "destroying" the old.
The Contrary Opinion Forum
Contrary investing is the practice of paying attention to the sentiment of the masses ... and leaning the other way.
Featuring Lutts' Logic: Why Chip Stocks are Attractive Now
Tim Lutts thinks semiconductor chips are a great sector, and gives three good reasons why.
Change with the Market to Succeed as an Investor
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.
Our Broken Health Care System and Why Current Trends Can't Last
Tim looks ahead, and focuses on one of our country's great challenges, health care, where he sees reason for optimism.
Chinese Happy with their Country; Americans, Not So Much
And the time to invest is when public perception is lowest.
11 News Stories with Opinions
For better or for worse, here are Tim's opinions on 11 news stories this week (January 30, 2009).