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 | 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 | Apr 26, 2020 | Weekly Newsletter 7pm Sunday
The Weekly Summary As what was once an eagerly anticipated 1Q20 earnings season stretches on, the numbers we're seeing continue to reflect little about the underlying economy and a lot about the way it has been disrupted. Beyond essential services and production,...
by Scott Martin | Apr 12, 2020 | Weekly Newsletter 7pm Sunday
The Weekly Summary It's been a wild couple of weeks on Wall Street, but in general the superlatives remain completely disconnected from the stocks. Even after soaring 27% from its pandemic bottom, the S&P 500 is still down 14% YTD. Likewise, the blue-chip Dow...
by Scott Martin | Mar 18, 2020 | 7am News Flash
We expected a bounce after Monday's historic rout and the afternoon White House press conference promising relief for the Airlines and other quarantine-impacted companies. As always, the real excitement was in the details. Yesterday's biggest winners included...
