by Scott Martin | Jan 18, 2021 | Weekly Newsletter 7pm Sunday
The Weekly Summary Almost imperceptibly, external walls of worry that distorted investor sentiment last year have receded into the background, leaving us free to tentatively return our focus to the fundamentals that normally drive the market. Start with politics....
by Scott Martin | Nov 22, 2020 | Weekly Newsletter 7pm Sunday
The Weekly Summary While political controversies linger, Washington has always been about bickering and debate. Every state will certify its election results before mid-December. After the run-off in Georgia, we'll know which party will dominate the Senate. From what...
by Scott Martin | Sep 27, 2020 | Weekly Newsletter 7pm Sunday
The Weekly Summary Wall Street remains a prisoner of its own tendency to overthink both the likelihood and the concrete impact of all the worst-case scenarios investors can imagine. Once again, the slow grind of pandemic recovery has become a drag on sentiment as the...
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...
