by Scott Martin | Sep 13, 2020 | Weekly Newsletter 7pm Sunday
The Weekly Summary While we were happy to see Big Tech leave the rest of Wall Street behind, the gap between the electronic economy and the rest of the world simply got too wide to sustain. That's why we've been hinting throughout the summer that our Technology names...
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 15, 2020 | Weekly Newsletter 7pm Sunday
The Weekly Summary The last few days have been extreme by any stretch of investors' imagination and now that the Fed has cut short-term interest rates to zero we are almost guaranteed more volatility ahead. It's a good thing we spent time last week discussing 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...
by Scott Martin | Jan 22, 2020 | 7am News Flash
Earnings season has now formally started for us. Johnson & Johnson (JNJ: $149, flat yesterday and up 1% in overnight trading) has delivered its 4Q19 numbers. On the whole, things look good there. By the time you read this, you know that $1.88 per share in earnings...
