by Scott Martin | Sep 27, 2020 | Weekly Newsletter 7pm Sunday
The Weekly Summary Wall Street remains a prisoner of its own tendency to overthink both the likelihood and the concrete impact of all the worst-case scenarios investors can imagine. Once again, the slow grind of pandemic recovery has become a drag on sentiment as the...
by Scott Martin | Jul 19, 2020 | Weekly Newsletter 7pm Sunday
The Weekly Summary Week after week, Wall Street shakes off the persistent impact of the COVID epidemic in order to look resolutely ahead to a healthier and more economically vibrant future. While the Dow Industrials still needs to recover a little ground, the S&P...
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 | Apr 12, 2020 | Weekly Newsletter 7pm Sunday
The Weekly Summary It's been a wild couple of weeks on Wall Street, but in general the superlatives remain completely disconnected from the stocks. Even after soaring 27% from its pandemic bottom, the S&P 500 is still down 14% YTD. Likewise, the blue-chip Dow...
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...
