by Scott Martin | Mar 4, 2020 | 7am News Flash
The last time we saw an emergency rate cut of this size between scheduled Fed meetings was the 2008 Lehman Brothers crash, 12 years ago. We are not convinced that the global economy has gotten brittle enough to justify a full 0.50 percent cut, but we aren't running...
by Scott Martin | Mar 3, 2020 | 7am News Flash
We were looking for a rebound after last week's lurch to the downside. Yesterday was the 11th biggest percentage day in the last 80 years . . . and the biggest point gain ever for the S&P 500 and Dow industrials. It's great. The only question now is how fast our...
by Scott Martin | Feb 23, 2020 | Weekly Newsletter 7pm Sunday
The Weekly Summary Last week saw the bulls hit the wall of worry hard, with Apple and other companies confirming that the Chinese viral outbreak is starting to disrupt market chains and make it more difficult to sell products around the world. Over the weekend we...
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 17, 2019 | Weekly Newsletter 7pm Sunday
The Weekly Summary While developments far from Wall Street continue to dominate the headlines, investors are content to digest a successful earnings season and the lingering impact of recent interest rate cuts. No news is good news now, and with the end of the year...
