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...
by Scott Martin | Mar 19, 2020 | 7am News Flash
We saw another rough day on Wall Street yesterday with the Dow falling another 1,300 points, which feels relatively "good" compared to the 2,300 it was down a few short hours before the close. The Mortgage REIT world was especially hard hit but there was a little sun...
by Scott Martin | Mar 18, 2020 | 7am News Flash
We expected a bounce after Monday's historic rout and the afternoon White House press conference promising relief for the Airlines and other quarantine-impacted companies. As always, the real excitement was in the details. Yesterday's biggest winners included...
