by Scott Martin | Dec 8, 2019 | Weekly Newsletter 7pm Sunday
The Weekly Summary Another quiet post-holiday week left the market once again roughly unchanged as investors opted to follow the twists in the trade war instead of the trends the newly concluded earnings season established for the coming month. The S&P 500 gained a...
by Scott Martin | Dec 1, 2019 | Weekly Newsletter 7pm Sunday
The Weekly Summary We hope you had a happy Thanksgiving break. The market definitely gave us plenty of reasons for gratitude, with BMR stocks jumping nearly 2% across an abbreviated 3.5-day week. Once again, compared to the S&P 500, we're outperforming as the stocks...
by Scott Martin | Nov 24, 2019 | Weekly Newsletter 7pm Sunday
The Weekly Summary Another quiet week on Wall Street gave BMR stocks plenty of runway to extend their recent outperformance. The market as a whole receded a bit on the absence of real developments in the trade war or elsewhere. Our recommendations rebounded another...
by Scott Martin | Nov 17, 2019 | Weekly Newsletter 7pm Sunday
The Weekly Summary While developments far from Wall Street continue to dominate the headlines, investors are content to digest a successful earnings season and the lingering impact of recent interest rate cuts. No news is good news now, and with the end of the year...
by Scott Martin | Nov 10, 2019 | Weekly Newsletter 7pm Sunday
The Weekly Summary Lingering Fed relief was enough to push the Banks and other once-neglected market groups up last week, leaving a lot of BMR stocks in the shade. After so many weeks of outperformance, we are willing to let the laggards narrow the gap . . . all in...
by Scott Martin | Nov 3, 2019 | Weekly Newsletter 7pm Sunday
The Weekly Summary The Fed has spoken and, just as we expected, once again interest rates have come down. If you're counting on additional rate cuts, Jay Powell explicitly left the door open. However, it all depends on inflation edging above 2% for an extended...
