by Scott Martin | Jul 21, 2019 | Weekly Newsletter 7pm Sunday
The Weekly Summary Earnings season is underway but it’s evidently hard for Wall Street to keep its mind on the homework of crunching quarterly reports when Santa Claus (in the form of the Federal Reserve) has been sighted. Yes, the Fed will probably take its last...
by Scott Martin | Jul 14, 2019 | Weekly Newsletter 7pm Sunday
The Weekly Summary We all got to a week to brag about, with the S&P 500 and Dow industrials pushing through long-awaited milestones (3,000 and 27,000, respectively) and our universe keeping track with another 1.2% net gain. The broad market is finally catching up a...
by Scott Martin | Jul 7, 2019 | Weekly Newsletter 7pm Sunday
The Weekly Summary When holidays break up the market week, a lot of investors simply check out until developments get more interesting. This was not one of those weeks. In the wake of an epochal Federal Reserve meeting and a make-or-break thaw on trade talks, nobody...
by Scott Martin | Jun 30, 2019 | Weekly Newsletter 7pm Sunday
The Weekly Summary Wall Street kept its fireworks in reserve last week ahead of a G-20 Summit that some predicted would either set the stage for a massive breakthrough on global trade or trigger a complete breakdown. We suspected that both extreme outcomes were...
by Scott Martin | Jun 23, 2019 | Weekly Newsletter 7pm Sunday
The Weekly Summary The Fed has spoken and the markets rallied, with BMR stocks in the lead. Our recommendations jumped 3% last week, edging ahead of the S&P 500 which was up 2.2%. While our outperformance wasn’t huge on any given day, it’s added up to a healthy 34%...
by Scott Martin | Jun 16, 2019 | Weekly Newsletter 7pm Sunday
The Weekly Summary After a month of obsessing over the details of trade policy, Wall Street has now relaxed. We all know now that the Federal Reserve stands ready to cushion whatever economic shocks the world now faces and tangible earnings targets have only receded...
