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...
by Scott Martin | Feb 13, 2020 | 7am News Flash
Even when all the companies on your radar hit their quarterly targets, applause will rarely be universal. The only thing that matters in the long term is making sure your hits speak louder than the scattered misses . . . and that's where we are at this point in the...
by Scott Martin | Feb 2, 2020 | Weekly Newsletter 7pm Sunday
The Weekly Summary We've been watching and waiting for the Shanghai market to open again after the long Lunar New Year break but it's clearly going to take a little more time for global markets to recover their equilibrium as the ramifications of China's viral...
