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 | Jul 5, 2020 | Weekly Newsletter 7pm Sunday
The Weekly Summary As the U.S. economy reopens for the summer, investors seem ready and even eager to accept a certain rhythm of new COVID-19 infections, hospitalizations and death. While human suffering is always regrettable, this particular vector of sickness has...
by Scott Martin | May 10, 2020 | Weekly Newsletter 7pm Sunday
The Weekly Summary The world continues to recover from the biggest economic shock in decades, with the COVID outbreak generating infection and fatality rates that would have been shocking a mere months ago. Unemployment has spiked to 15% as a full 20 million jobs...
by Scott Martin | Mar 1, 2020 | Weekly Newsletter 7pm Sunday
The Weekly Summary You know what the market did last week. Whether it started with political malaise or the spread of viral outbreak fears, the selling was savage, almost universal (93% of all stocks lost ground, most by 11% or more) and the BMR universe was as...
by Scott Martin | Feb 7, 2020 | 7am News Flash
It's been a volatile and divisive earnings week but on the whole the quarterly numbers and the news flow coming from China have been good to us. The last report of the week was the best. Expectations were low around Twitter (TWTR: $38, up 18% this week) and in the...
