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...
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 4, 2020 | 7am News Flash
Alphabet (GOOG: $1,486) surged $52 yesterday and then gave it all away after reporting its 4Q19 earnings. We're far from disappointed at losing a day's rally . . . The stock will come back. After all, Alphabet gave us everything we materially needed to see: Revenue...
