by Scott Martin | Oct 20, 2019 | Weekly Newsletter 7pm Sunday
The Weekly Summary Earnings season started on a high note with the Banks and a few key Consumer names like Netflix and Johnson & Johnson. We welcome the market's return to a fundamentally-oriented mindset, even if the initial rally was on the tentative side. ...
by Scott Martin | Sep 19, 2019 | 7am News Flash
Jay Powell has spoken. The economy is doing just fine. Inflation is subdued enough that he's more anxious about finding ways to keep it alive than fighting it. And in that scenario, interest rates got a little higher than they need to be, so he has lowered them. Our...
by Scott Martin | Sep 17, 2019 | 7am News Flash
It's now a 50-50 coin flip whether the Fed cuts interest rates today or not. That's okay. In balanced scenarios like this, we're content to simply let the market do its work whatever the policy statement says. After all, it's working out well for BMR stocks so far....
by Scott Martin | Sep 15, 2019 | Weekly Newsletter 7pm Sunday
The Weekly Summary Every so often, investors benefit from a simple gut check. When our stocks are going up, it's nice to verify that the gains are truly justified and there's room for more upside when the market winds blow in the right direction. And when our stocks...
by Scott Martin | Sep 2, 2019 | Weekly Newsletter 7pm Sunday
The Weekly Summary Last week brought a volatile month to a relatively quiet close, with stocks recovering a lot of lost ground in an almost-uninterrupted surge. Evidently concerns about the Treasury yield curve inverting were only a smoke screen for investors who were...
