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 | 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 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...
