by Scott Martin | Jun 11, 2019 | 7am News Flash
The Mexican tariff threat has evaporated as fast as it materialized, leaving stocks rallying between trade relief on one hand and the prospect of a more accommodating Fed on the horizon. And our biggest recommendations are leading the way. Microsoft crossed the...
by Scott Martin | Jun 9, 2019 | Weekly Newsletter 7pm Sunday
The Weekly Summary Once again, market historians are all about superlatives and historical comparisons as the second-worst May in six decades gave way to the best week of the year. It’s clearly the best of times and the worst of times, depending on your point of view....
by Scott Martin | May 24, 2019 | 7am News Flash
Between a flight from high-profile winners and the recent assault from opportunistic short sellers using China to talk the market down, it hasn't been a great week for 70% of all stocks, our recommendations included. The BMR universe as a whole is down less than 2% in...
by Scott Martin | May 19, 2019 | Weekly Newsletter 7pm Sunday
The Weekly Summary Once again, the week started with a lurch to the downside as looming trade talk deadlines drove investors away from global markets. While Wall Street was able to dig partially out of the hole left behind, the mood remains brittle and the BMR...
by Scott Martin | May 9, 2019 | 7am News Flash
It hasn't been a great week for the market or BMR stocks, but again, consider the context. Our universe has soared 22% YTD, beating the S&P 500 by 6%. While giving back 2% in the last three days stings, it's not the fault of the earnings we've been seeing. So far this...
