by Scott Martin | Mar 10, 2020 | 7am News Flash
After Wall Street's worst day since the depths of 2008, we've been promised substantial government stimulus today in order to fight the economic effects of the coronavirus outbreak. It remains to be seen. However, investors are clearly willing to buy the rumor, which...
by Scott Martin | Mar 8, 2020 | Weekly Newsletter 7pm Sunday
The Weekly Summary Another week of global unease is over and a new one is beginning with more of the same. Overnight stock futures are down, gold is reaching for record territory and after the Fed's almost unprecedented surprise rate cut Treasury yields are at their...
by Scott Martin | Jan 20, 2020 | Weekly Newsletter 7pm Sunday
The Weekly Summary Last week was great. Major indices and BMR stocks surged about 2%, bringing the YTD paper return on our active universe to 6% in barely three weeks. The market tone resembles last January as far as the force of the rally goes, but where stocks...
by Scott Martin | Dec 11, 2019 | 7am News Flash
As a rollercoaster year winds up, a lot of investors are fighting a preconception that the last few months have been miserable for most stocks outside Utilities, Real Estate and other safe havens. Let's take a little time this morning to test that hypothesis. All...
by Scott Martin | Dec 10, 2019 | 7am News Flash
With barely three weeks left in the market year, investors have shifted into a cool campaign of ignoring news from Washington in order to nibble on stocks and sectors that have missed out on the year's biggest rallies. We don't mind. Reading between the lines...
