by Scott Martin | Dec 6, 2020 | Weekly Newsletter 7pm Sunday
The Weekly Summary Washington remains the biggest factor in Wall Street's mood a month after a long and fractious election, and going by the numbers, the mood can best be characterized as somewhere between relief and cautious optimism. Investors seem pleased to see...
by Scott Martin | Nov 8, 2020 | Weekly Newsletter 7pm Sunday
The Weekly Summary The election is all over except the inevitable recounts and legal challenges in jurisdictions where no clear winner can be announced yet. One way or another, half of Wall Street is somewhere between happy and relieved. A week ago, nobody was happy....
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...
