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...
by Scott Martin | Feb 2, 2020 | Weekly Newsletter 7pm Sunday
The Weekly Summary We've been watching and waiting for the Shanghai market to open again after the long Lunar New Year break but it's clearly going to take a little more time for global markets to recover their equilibrium as the ramifications of China's viral...
by Scott Martin | Jan 26, 2020 | Weekly Newsletter 7pm Sunday
The Weekly Summary The joke on Friday was that investors had just witnessed "the worst day of the decade." With the 2010s barely three weeks in the rear view, the bar is still extremely low. At one point, the Dow industrials were down 317 points or a full 1.1%,...
