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...
by Scott Martin | Dec 8, 2019 | Weekly Newsletter 7pm Sunday
The Weekly Summary Another quiet post-holiday week left the market once again roughly unchanged as investors opted to follow the twists in the trade war instead of the trends the newly concluded earnings season established for the coming month. The S&P 500 gained a...
by Scott Martin | Dec 6, 2019 | 7am News Flash
At long last the earnings cycle that started back in mid-October is finally over. Okta (OKTA: $119, down 8% this week) ends our season with a now-familiar story: solid numbers, so-so response. We've seen the pattern play out over and over in the last few months. A...
