by Scott Martin | Jan 3, 2021 | Weekly Newsletter 7pm Sunday
The Weekly Summary The most volatile year in recent memory is behind us now and our recommendations held up extremely well on the whole. Beyond the Real Estate portfolio and a few significant retreats elsewhere in our High Yield universe, pain points were scattered...
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 | 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...
