by Scott Martin | Dec 20, 2020 | Weekly Newsletter 7pm Sunday
The Weekly Summary While it feels increasingly quixotic to stay focused on Washington as the November election recedes day by day into the past, it's worth taking one last moment to highlight how well our stocks have done since the first votes came in six weeks ago....
by Scott Martin | Oct 25, 2020 | Weekly Newsletter 7pm Sunday
The Weekly Summary As new COVID case reports break records and a fresh round of federal stimulus remains elusive, investors can be forgiven for a few fraying nerves, especially with a fractious election looming on the horizon. What's ironic, of course, is that the...
by Scott Martin | Aug 30, 2020 | Weekly Newsletter 7pm Sunday
The Weekly Summary While it's been an uncharacteristically quiet summer for us, we hope you have been profitably occupied in these months of maximum market noise and minimal signal. With the Fed calling the shots, the only effective strategy for investors revolves...
by Scott Martin | Jul 5, 2020 | Weekly Newsletter 7pm Sunday
The Weekly Summary As the U.S. economy reopens for the summer, investors seem ready and even eager to accept a certain rhythm of new COVID-19 infections, hospitalizations and death. While human suffering is always regrettable, this particular vector of sickness has...
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...