by Scott Martin | Aug 30, 2020 | Weekly Newsletter 7pm Sunday
The Weekly Summary While it's been an uncharacteristically quiet summer for us, we hope you have been profitably occupied in these months of maximum market noise and minimal signal. With the Fed calling the shots, the only effective strategy for investors revolves...
by Scott Martin | May 10, 2020 | Weekly Newsletter 7pm Sunday
The Weekly Summary The world continues to recover from the biggest economic shock in decades, with the COVID outbreak generating infection and fatality rates that would have been shocking a mere months ago. Unemployment has spiked to 15% as a full 20 million jobs...
by Scott Martin | Mar 29, 2020 | Weekly Newsletter 7pm Sunday
The Weekly Summary The long-awaited government bailout package finally materialized last week, providing concrete support for the U.S. economy and ultimately for investor sentiment. Literally trillions of dollars in federal money are now on the verge of being...
by Scott Martin | Mar 22, 2020 | Weekly Newsletter 7pm Sunday
The Weekly Summary Another extremely volatile week ended with much of the global economy shutting down and stocks once again lurching lower. The S&P 500 dropped 15%, bringing its total YTD decline into the 30% range and erasing all gains since early 2017. BMR stocks...
by Scott Martin | Feb 13, 2020 | 7am News Flash
Even when all the companies on your radar hit their quarterly targets, applause will rarely be universal. The only thing that matters in the long term is making sure your hits speak louder than the scattered misses . . . and that's where we are at this point in the...
