Ed Coburn

The biggest investing stories of the month, from renewed scrutiny of AI spending to shifting Federal Reserve expectations, rising bond yields, geopolitical tensions, and one of the most anticipated IPOs in history (producing the world’s first trillionaire), shared a common theme. Investors were forced to reassess assumptions that had become widely accepted. That’s healthy. We need moments when excitement gives way to analysis and narratives are tested against reality.

Most investors assume regulations affecting the stock market are written by lawyers, debated by politicians and implemented by bureaucrats with little input from ordinary people. The Securities and Exchange Commission (SEC) is currently considering a rule that would allow public companies to replace quarterly financial reporting with semiannual reporting. In other words, instead of filing detailed financial reports every three months, companies could choose to report only twice a year.

Dear Fellow Investor, From time to time, I’ll hear from a reader asking if Cabot has any short-selling services. The short answer is no. The long answer is no – and let me tell you why. Here’s that long answer. First, let’s make sure we’re all clear on the basics of short selling. Short selling has the potential to make, or lose, a lot of money for investors. High risks, high rewards. Sounds like the makings of a great Hollywood movie. In fact, several.