by Scott Martin | May 5, 2019 | Weekly Newsletter 7pm Sunday
The Weekly Summary With the 1Q19 earnings crush in full bloom, a lot of investors focused on nothing else. Developments that would ordinarily drive the market on their own ended up completely ignored. Yes, U.S. Gross Domestic Product grew 3.1% last quarter despite all...
by Scott Martin | Apr 17, 2019 | 7am News Flash
Our first full day of earnings season gave us an unqualified win and one set of numbers that were slightly misinterpreted. If this is any kind of omen, we're in for a great quarter. A little upside on the fundamentals was exactly what we wanted to overcome a broad...
by Scott Martin | Apr 16, 2019 | 7am News Flash
Once again, it's time for the news to start flowing fast and furious. The 1Q19 earnings season starts in a few minutes and if it's anything like the last one, BMR subscribers are in for big thrills. We have good reason to be excited. At this point in the 4Q18 cycle,...
by Scott Martin | Apr 10, 2019 | 7am News Flash
It's shaping up as a "consolidation" week for the broad market as renewed trade threats kept export-oriented stocks on the defensive. Since BMR coverage has avoided most of those companies, we've dodged the worst of the malaise . . . and are seeing more than our share...
by Scott Martin | Mar 4, 2019 | Free Newsletter (Sent Weekly Monday at 12pm)
Once again, Wall Street spent the week drifting between generally solid 4Q18 earnings and a sense that the best of the economic cycle is behind us. We believe the first part of that statement. It’s been a strong season and despite a few glitches here and there, our...
