Featured Case Study
The Case for Senior Residential Mortgage-Backed Securities
Legacy or seasoned senior RMBS were issued prior to the U.S. housing market collapse in 2007. Today, these bonds are supported by a resilient housing market, are backed by seasoned mortgages…
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Latest News
NFIB SURVEY Sends A Strong Warning About Small Cap Stocks
In September 2019, I wrote “NFIB Survey Trips Economic Alarms,” Of course, it was just a few short months later the U.S. economy fell into the deepest recession since the “Great…
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Warnings Of Inflation Grow
In early November when Pfizer’s vaccine announcement triggered a strong rally, technology stocks lagged small cap value. Having been out of favor for years, the Russell 2000 sprang to life,…
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Opportunities in Clean Energy Alternatives: The Accord of “Green Hydrogen” to Combat Climate Change
In retrospect, the year 2020 was riddled with market dislocation and uncertainty. However, 2020 was also a year of "fast-forwarding" and innovation. Industries, companies, and policies that…
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The Right Sector Mix for 2021 Portfolios: Consumer Staples, Technology, and Healthcare
You certainly did not need 20/20 vision to see that 2020 was not an ordinary year. From a global pandemic, civil unrest to an election like no other, news headlines took many twists and turns…
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How the ETF Industry Grew In 2020 and What to Expect in 2021
While 2020 brought difficult times for cruise operators, airlines and restaurants, U.S. ETF sponsors shook off an early hiccup and cruised to one of the most successful years in the history of…
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Asia Snaps Up Natural Gas
The cold winter currently being endured in north-east Asia isn’t just a boon for those hoping the planet isn’t burning up. It is setting a fire under local prices for Liquified Natural Gas…
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Headlines from Across the MAP
It wasn’t just the Fed or the stimulus. The rise in savings among white-collar workers created a tide lifting nearly all financial assets. At MAP, we spend much of our time reading. We want to…
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The Case for Senior Residential Mortgage-Backed Securities
Legacy or seasoned senior RMBS were issued prior to the U.S. housing market collapse in 2007. Today, these bonds are supported by a resilient housing market, are backed by seasoned mortgages…
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Volatility as an Asset Class
When it comes to investing, I attempt to be as realistic as possible. My life of following the markets began in the mid-90s when I saw the tremendous rise in prices associated with the tech…
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The Blogs You Liked, Part 2
Although we generally write about investing in midstream energy infrastructure, we find macro subjects interest our readers too. In April, not long after the market low, The Stock Market’s…
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Why There Is Literally No “Cash on the Sidelines”
In the later stages of a bull market advance, the financial media and Wall Street analysts start seeking out rationalizations to support their bullish views. One common refrain is “there are…
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