by Scott Martin | Aug 2, 2020 | Weekly Newsletter 7pm Sunday
The Weekly Summary Once again, we see Wall Street and Main Street running on extremely divergent tracks. From a pure investment perspective, everything is great, with many key stocks at record-breaking levels and the true leaders in Big Tech and elsewhere racing...
by Scott Martin | May 25, 2020 | Weekly Newsletter 7pm Sunday
The Weekly Summary Memorial Day gave many parts of the country an excuse to loosen quarantine restrictions as new hospitalizations and COVID deaths hit a plateau. One way or another, it looks like the infection "curve" has indeed flattened to a point where the...
by Scott Martin | Feb 17, 2020 | Weekly Newsletter 7pm Sunday
The Weekly Summary Another market holiday gives us time to reflect on what's become a great earnings season and a solid 2020 so far. While the S&P 500 as a whole faltered at the end of January, we haven't seen the coronavirus outbreak get in the way of the stock...
by Scott Martin | Jan 31, 2020 | 7am News Flash
Amazon power. We had a feeling the company would blow through all guidance Jeff Bezos had provided three months ago, but figured he knew his company better than anyone. Turns out we were all pleasantly surprised. Amazon (AMZN: $1,871, flat early this week but then...
by Scott Martin | Jan 30, 2020 | 7am News Flash
On the whole we're pleased with the way the 4Q19 earnings cycle is playing out, at least as far as the raw numbers go. Investor reaction, as always, will take a little time to align with the fundamentals . . . and a fresh round of reports will hit us today. Facebook...
