Headlines from Across the MAP

August 13, 2020

Investors have a content problem. The constant barrage of information – mostly useless noise – can be overwhelming. At MAP, we spend much of our time reading. We want to point you to our favorite articles. Here is our weekly curation of our favorite reads.

Thomson Reuters: “Trump Administration Seeks to Delist U.S. Listed Chinese Companies for Blocking Audit Inspections”

Bloomberg: ”Survey Exposes America’s Looming Rent Crisis”

Nikkei: “China and Russia Ditch Dollar in Move Toward Financial Alliance”

Donella Meadows: ”Leverage Points: Places in a System to Intervene”

The Verge: “Huawei Says it’s Running Out of Chips for its Smartphones because of US Sanctions”

Accenture: “How COVID-19 will Permanently Change Consumer Behavior”

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We’ve lived this movie before. Last August, AAII bullish sentiment struck a 52-week high right before the Fed launched its September rate cutting cycle.

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Michael Dzialo, Portfolio Manager
Michael Dzialo, Portfolio Manager
Michael Dzialo is President, Portfolio Manager and founder of MAP, a sub-advisor to Catalyst Funds. Mr. Dzialo is Portfolio Manager of a global equity strategy and a global balanced strategy fund at Catalyst Funds and has over 31 years of investment experience.

The Calm Before the Storm: A Volatility Pro’s Reflection on Markets at All-Time Highs

We’ve lived this movie before. Last August, AAII bullish sentiment struck a 52-week high right before the Fed launched its September rate cutting cycle.

The Ripple Effect: How Smart Money Uses the VIX to Beat Market Panic

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For those curious about how a volatility trader who also manages portfolios thinks, let me cut through the noise.