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 | Nov 10, 2019 | Weekly Newsletter 7pm Sunday
The Weekly Summary Lingering Fed relief was enough to push the Banks and other once-neglected market groups up last week, leaving a lot of BMR stocks in the shade. After so many weeks of outperformance, we are willing to let the laggards narrow the gap . . . all in...
by admin | Mar 3, 2016 | High Yield, Research Report
NIE has almost always traded at a discount, and that discount has widened to the highest level since 2009. The discount seems to be driven by retail selling, as the fund’s performance, strategy, and outlook haven’t changed at all, and its NAV hasn’t weakened in recent...
