by Scott Martin | Dec 13, 2019 | 7am News Flash
From a good Fed outlook to rumblings about a breakthrough on trade, istocks that struggled over the past year are breaking new records. The trade deal is reportedly all ready but the final paperwork. If so, Phase One is happening before the end of the year and...
by Scott Martin | Dec 12, 2019 | 7am News Flash
The final Fed meeting of the year has delivered the expected result but the real reason to cheer was buried in the central bank's 2020 outlook. We weren't holding out for another interest rate cut yesterday and we were far from alone. As such, the initial response...
by Scott Martin | Nov 24, 2019 | Weekly Newsletter 7pm Sunday
The Weekly Summary Another quiet week on Wall Street gave BMR stocks plenty of runway to extend their recent outperformance. The market as a whole receded a bit on the absence of real developments in the trade war or elsewhere. Our recommendations rebounded another...
by Scott Martin | Nov 3, 2019 | Weekly Newsletter 7pm Sunday
The Weekly Summary The Fed has spoken and, just as we expected, once again interest rates have come down. If you're counting on additional rate cuts, Jay Powell explicitly left the door open. However, it all depends on inflation edging above 2% for an extended...
by Scott Martin | Oct 31, 2019 | 7am News Flash
It's been a whirlwind couple of weeks but with Apple and Facebook on the record (and Twilio sneaking into their shadow) we now have critical mass on how well the BMR universe did last quarter. All in all, the numbers are even better than we expected. We'll get to...
