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 | May 25, 2020 | Weekly Newsletter 7pm Sunday
The Weekly Summary Memorial Day gave many parts of the country an excuse to loosen quarantine restrictions as new hospitalizations and COVID deaths hit a plateau. One way or another, it looks like the infection "curve" has indeed flattened to a point where the...
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 | Mar 20, 2020 | 7am News Flash
Omega Healthcare (OHI) is one of our favorite high-yield companies. Why is it down so far? The answers can tell us a lot about the real outlook for Real Estate in general, as opposed to the way the stocks have been moving as the outbreak blows through. The company...
