by Scott Martin | Aug 16, 2019 | 7am News Flash
It's been a rough week for the Aggressive portfolio so this is a good opportunity to review those BMR stocks and reaffirm our conviction where it's warranted . . . or cut the cord when it comes to Tesla. Our Aggressive stocks are always going to be more volatile than...
by Scott Martin | Aug 15, 2019 | 7am News Flash
Let's take a deep breath and gauge where we are and where we're going. As we've been saying for months, these twists in the yield curve are ominous but rarely point to more than an immediate jolt and cloudy conditions beyond. You'd think the world ended yesterday...
by Scott Martin | Aug 11, 2019 | Weekly Newsletter 7pm Sunday
The Weekly Summary While the week got occasionally tense, volatility has evidently peaked for the time being. Wall Street now accepts that the trade war has escalated and that sweeping tariffs are more likely to take effect before we see signs of a breakthrough on...
by Scott Martin | Aug 8, 2019 | 7am News Flash
A jagged week continues. At least where BMR stocks are concerned, it's not the fundamentals. It's just the mood. But while the mood can swing, the fundamentals set the tone for the next three months. While the market carved out a win yesterday on reports that "China...
by Scott Martin | Aug 7, 2019 | 7am News Flash
Two days after the Chinese fired back in the trade war by guiding their currency lower against the dollar, Wall Street is starting to realize the world as we know it did not actually end. While the mood remains brittle, we remain focused on the quarterly numbers we're...
