by Scott Martin | Jan 18, 2021 | Weekly Newsletter 7pm Sunday
The Weekly Summary Almost imperceptibly, external walls of worry that distorted investor sentiment last year have receded into the background, leaving us free to tentatively return our focus to the fundamentals that normally drive the market. Start with politics....
by Scott Martin | Nov 22, 2020 | Weekly Newsletter 7pm Sunday
The Weekly Summary While political controversies linger, Washington has always been about bickering and debate. Every state will certify its election results before mid-December. After the run-off in Georgia, we'll know which party will dominate the Senate. From what...
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 | 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...
