by Scott Martin | Apr 4, 2019 | 7am News Flash
In a little over a week we'll start seeing the first wave of 1Q19 earnings reports. Expectations are low, raising the odds of upside surprises . . . and another satisfying season for BMR subscribers. The 4Q18 season would have been a good one either way. Wall Street...
by Scott Martin | Mar 31, 2019 | Weekly Newsletter 7pm Sunday
The Weekly Summary As we mentioned in our News Flashes, last week was all about rotation on Wall Street. Money rolled away from high-growth stocks with valuations to match and into slightly more defensive or at least “cheaper” themes, leaving Technology in particular...
by Scott Martin | Mar 29, 2019 | 7am News Flash
Yesterday we flagged a shift in the way funds are flowing on Wall Street and concluded that the dislocation would be temporary, at least where our recommendations are concerned. One of you provided a great concrete example of how it works. John Herlihy is a BMR...
