by Scott Martin | Aug 30, 2020 | Weekly Newsletter 7pm Sunday
The Weekly Summary While it's been an uncharacteristically quiet summer for us, we hope you have been profitably occupied in these months of maximum market noise and minimal signal. With the Fed calling the shots, the only effective strategy for investors revolves...
by Scott Martin | Aug 7, 2020 | 7am News Flash
Even in an advertising recession, the numbers keep moving forward at a healthy rate. People who really understand this company all cheered the quarterly results. Even the bears concede this is the kind of dip that investors can comfortably buy. Roku (ROKU: $154,...
by Scott Martin | Jun 7, 2020 | Weekly Newsletter 7pm Sunday
The Weekly Summary Where May ended on a tentatively optimistic note, June has already provided plenty of evidence that the world is recovering from the COVID outbreak. For many, the biggest data point came on Friday, when we learned that U.S. businesses hired 2.5...
by Scott Martin | Mar 8, 2020 | Weekly Newsletter 7pm Sunday
The Weekly Summary Another week of global unease is over and a new one is beginning with more of the same. Overnight stock futures are down, gold is reaching for record territory and after the Fed's almost unprecedented surprise rate cut Treasury yields are at their...
by Scott Martin | Feb 14, 2020 | 7am News Flash
The wins are stacking nicely. BMR stocks that reported this week are up a net 2.6%. While investor response hasn't been perfect, we're confident that the laggards will soon recover their bearings while the leaders keep rallying. We're still pondering the results...
