by Scott Martin | Aug 2, 2020 | Weekly Newsletter 7pm Sunday
The Weekly Summary Once again, we see Wall Street and Main Street running on extremely divergent tracks. From a pure investment perspective, everything is great, with many key stocks at record-breaking levels and the true leaders in Big Tech and elsewhere racing...
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 26, 2020 | Weekly Newsletter 7pm Sunday
The Weekly Summary As what was once an eagerly anticipated 1Q20 earnings season stretches on, the numbers we're seeing continue to reflect little about the underlying economy and a lot about the way it has been disrupted. Beyond essential services and production,...
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 17, 2020 | Weekly Newsletter 7pm Sunday
The Weekly Summary Another market holiday gives us time to reflect on what's become a great earnings season and a solid 2020 so far. While the S&P 500 as a whole faltered at the end of January, we haven't seen the coronavirus outbreak get in the way of the stock...
