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5 Things I Learned at Cabot

December 31, 2011
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Happy New Year! As 2011 comes to a close, I wish you the best in all of your investments in the coming year and beyond. I’ve learned a lot of things in the four years that I’ve worked at Cabot and that started the minute I walked in the door for my very first interview. Tim Lutts, Cabot’s president, showed me around the incredible building the office inhabits (it was once a library), ending at a very long-term chart of the stock market. He pointed out that despite setbacks, over time, the stock market has always gone up. In...

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He Was a Bold Man Who First Ate an Oyster

December 30, 2011
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He Was a Bold Man Who First Ate an Oyster

Here’s this week’s Contrary Opinion Button. Remember, you can always view all of the buttons by clicking here. He Was a Bold Man Who First Ate an Oyster The words are from Jonathan Swift, who actually wrote, “He was a bold man that first eat an oyster,” and declined to explain further, no doubt thinking it unnecessary for the simple sentiment. Oysters are a marvelous delicacy, yet visually off-putting; thus the idea is that courage was required to discover the treasure. (Try as I might, I can’t ignore the fact that oysters were doubtless enjoyed by primates long before...

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Rigidly Defined Areas Of Uncertainty And Doubt

December 24, 2011
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Rigidly Defined Areas Of Uncertainty And Doubt

Here’s this week’s Contrary Opinion Button. Remember, you can always view all of the buttons by clicking here. Rigidly Defined Areas Of Uncertainty And Doubt The original phrase, by Douglas Adams in The Hitchhiker’s Guide to the Galaxy, was “We demand rigidly defined areas of doubt and uncertainty.” It’s uttered by a philosopher who argues that the Quest for Ultimate Truth is the inalienable prerogative of working human thinkers, and not suitable for computers. In investing, there are facts, which relate to the past, and there’s doubt and uncertainty, which characterize the future … and which you can only...

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Stock Market Video: Holiday Edition

December 23, 2011
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Stock Market Video: Holiday Edition

For this week’s Stock Market Video, the last one of the year, Cabot China & Emerging Markets Report Editor Paul Goodwin decided to do something a little different to look back at all that has happened in 2011. Paul recited a poem that he wrote re-capping both the high lights and low lights of the year to the beat of “Twas the Night Before Christmas.” Click below to watch the video!

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When the Chips Are Down the Herd Moves On

December 17, 2011
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When the Chips Are Down the Herd Moves On

Here’s this week’s Contrary Opinion Button. Remember, you can always view all of the buttons by clicking here. When the Chips Are Down the Herd Moves On Nice illustration. But what does it mean? Recognizing that the phrase “when the chips are down” is from poker, and that it refers not to the time when the bets have been placed but to the time when your stack of chips has dwindled–when losses have been more prevalent than wins-it means that prolonged losses will cause the mass of common investors to abandon stocks. And that’s what creates bargains for patient...

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