by Scott Martin | Oct 31, 2020 | 6pm News Flash
Good Numbers, Ominous Response Happy Halloween! Like so many other things in this pandemic year, quarterly earnings remain largely peripheral to the Fed's easy money policy, the details of Congressional stimulus and progress toward a COVID vaccine. Most companies are...
by Scott Martin | Sep 27, 2020 | Weekly Newsletter 7pm Sunday
The Weekly Summary Wall Street remains a prisoner of its own tendency to overthink both the likelihood and the concrete impact of all the worst-case scenarios investors can imagine. Once again, the slow grind of pandemic recovery has become a drag on sentiment as the...
by Scott Martin | Jul 19, 2020 | Weekly Newsletter 7pm Sunday
The Weekly Summary Week after week, Wall Street shakes off the persistent impact of the COVID epidemic in order to look resolutely ahead to a healthier and more economically vibrant future. While the Dow Industrials still needs to recover a little ground, the S&P...
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 | Apr 12, 2020 | Weekly Newsletter 7pm Sunday
The Weekly Summary It's been a wild couple of weeks on Wall Street, but in general the superlatives remain completely disconnected from the stocks. Even after soaring 27% from its pandemic bottom, the S&P 500 is still down 14% YTD. Likewise, the blue-chip Dow...
