by Scott Martin | Jun 7, 2020 | Weekly Newsletter 7pm Sunday
The Weekly Summary Where May ended on a tentatively optimistic note, June has already provided plenty of evidence that the world is recovering from the COVID outbreak. For many, the biggest data point came on Friday, when we learned that U.S. businesses hired 2.5...
by Scott Martin | Mar 4, 2020 | 7am News Flash
The last time we saw an emergency rate cut of this size between scheduled Fed meetings was the 2008 Lehman Brothers crash, 12 years ago. We are not convinced that the global economy has gotten brittle enough to justify a full 0.50 percent cut, but we aren't running...
by Scott Martin | Mar 1, 2020 | Weekly Newsletter 7pm Sunday
The Weekly Summary You know what the market did last week. Whether it started with political malaise or the spread of viral outbreak fears, the selling was savage, almost universal (93% of all stocks lost ground, most by 11% or more) and the BMR universe was as...
by Scott Martin | Jan 29, 2020 | 7am News Flash
The giant has spoken and life is good: Apple (AAPL: $320, up $9 yesterday and up 1-2% overnight) has shifted its sales mix and is once again growing faster than we expected or even hoped. Equity Residential (EQR: $82, flat this week) also did well. While we...
by Scott Martin | Jan 28, 2020 | 7am News Flash
More people have died in China, spooking investors around the world. Our stocks are down just less than 1.5% this week, holding up a little better than the market as a whole. Maybe big earnings in the next few days will turn the mood around. However, because the...
