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Laggards Take The Lead

A confused and relatively quiet week for Wall Street closes with subtle signs of a much more straightforward market mood emerging. While we may not reap instant rewards here, the longer view looks a whole lot healthier now. In the last few days we've seen a classic...

Revenue Winners Will Rebound

We've talked a lot about how BMR stocks with clear year-over-year comparisons blew away the market as a whole last quarter in terms of earnings. But it's good to take a look at top-line progress as well. First, some closure on the quarter now that all of our companies...

Hedging The Fed Knocks Aggressive Growth Stocks

Sometimes a market wound too tight makes strange moves. That happened yesterday. And it's probably going to continue over the next few weeks. We heard from a few BMR subscribers wondering what happened to Twilio (TWLO: $112, down 10%). You weren't alone. A lot of...