by Scott Martin | May 19, 2019 | Weekly Newsletter 7pm Sunday
The Weekly Summary Once again, the week started with a lurch to the downside as looming trade talk deadlines drove investors away from global markets. While Wall Street was able to dig partially out of the hole left behind, the mood remains brittle and the BMR...
by Scott Martin | May 12, 2019 | Weekly Newsletter 7pm Sunday
The Weekly Summary China leapt back onto Wall Street’s radar last week after stop-and-start trade negotiations hit another presidential road block. With tariffs back on the table, the S&P 500 dropped 2%, taking all but roughly a dozen of our recommendations with it....
by Scott Martin | May 5, 2019 | Weekly Newsletter 7pm Sunday
The Weekly Summary With the 1Q19 earnings crush in full bloom, a lot of investors focused on nothing else. Developments that would ordinarily drive the market on their own ended up completely ignored. Yes, U.S. Gross Domestic Product grew 3.1% last quarter despite all...
by Scott Martin | Apr 28, 2019 | Weekly Newsletter 7pm Sunday
The Weekly Summary It’s been a solid earnings cycle for us so far, even if the overall market mood has been a little subdued. Since the big Banks issued their 1Q19 numbers two short weeks ago, our recommendations are up 2%, edging just enough ahead of the S&P 500...
by Scott Martin | Apr 21, 2019 | Weekly Newsletter 7pm Sunday
The Weekly Summary The last few weeks of relative quiet have felt eerie after back-to-back quarters of almost uninterrupted extreme volatility, but the gentle moves signal more robust and constructive movement on the horizon. The S&P 500 and Nasdaq have now recaptured...
by Scott Martin | Apr 14, 2019 | Weekly Newsletter 7pm Sunday
The Weekly Summary As we discussed in the most recent wave of News Flashes, last week was all about a final pre-earnings rush of capital out of defensive sectors like Healthcare and Utilities into areas of the market that can surprise on growth as 1Q19 numbers start...
