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 9, 2020 | Weekly Newsletter 7pm Sunday
The Weekly Summary Tension around the viral outbreak in China has subsided even though the disease itself has now killed more people than SARS back in 2003 . . . and while the coronavirus has been largely contained, new infections continue to multiply within the...
by Scott Martin | Jan 31, 2020 | 7am News Flash
Amazon power. We had a feeling the company would blow through all guidance Jeff Bezos had provided three months ago, but figured he knew his company better than anyone. Turns out we were all pleasantly surprised. Amazon (AMZN: $1,871, flat early this week but then...
by Scott Martin | Jan 30, 2020 | 7am News Flash
On the whole we're pleased with the way the 4Q19 earnings cycle is playing out, at least as far as the raw numbers go. Investor reaction, as always, will take a little time to align with the fundamentals . . . and a fresh round of reports will hit us today. Facebook...
