by Scott Martin | Jan 18, 2021 | Weekly Newsletter 7pm Sunday
The Weekly Summary Almost imperceptibly, external walls of worry that distorted investor sentiment last year have receded into the background, leaving us free to tentatively return our focus to the fundamentals that normally drive the market. Start with politics....
by Scott Martin | Jan 3, 2021 | Weekly Newsletter 7pm Sunday
The Weekly Summary The most volatile year in recent memory is behind us now and our recommendations held up extremely well on the whole. Beyond the Real Estate portfolio and a few significant retreats elsewhere in our High Yield universe, pain points were scattered...
by Scott Martin | Dec 20, 2020 | Weekly Newsletter 7pm Sunday
The Weekly Summary While it feels increasingly quixotic to stay focused on Washington as the November election recedes day by day into the past, it's worth taking one last moment to highlight how well our stocks have done since the first votes came in six weeks ago....
by Scott Martin | Dec 6, 2020 | Weekly Newsletter 7pm Sunday
The Weekly Summary Washington remains the biggest factor in Wall Street's mood a month after a long and fractious election, and going by the numbers, the mood can best be characterized as somewhere between relief and cautious optimism. Investors seem pleased to see...
by Scott Martin | Nov 22, 2020 | Weekly Newsletter 7pm Sunday
The Weekly Summary While political controversies linger, Washington has always been about bickering and debate. Every state will certify its election results before mid-December. After the run-off in Georgia, we'll know which party will dominate the Senate. From what...
by Scott Martin | Nov 8, 2020 | Weekly Newsletter 7pm Sunday
The Weekly Summary The election is all over except the inevitable recounts and legal challenges in jurisdictions where no clear winner can be announced yet. One way or another, half of Wall Street is somewhere between happy and relieved. A week ago, nobody was happy....
