Headlines from Across the MAP

Although no economy is the same and there are relevant differences between the Japanese and the US or European macro setup, we can learn quite a few things by studying what happened in a jurisdiction that experimented with QE and ‘‘QE + fiscal’’ already 20-30 years ago. 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.

The Marco Compass: “Japan Has All The Answers You Need

Bloomberg: “India Wants to Grow Tiger Population by 35% to Protect Forests, Boost Economy

The New York Times: “What an Adult Tricycle Says About the World’s Bottleneck Problems

The Atlantic: People Liked Malls

Bloomberg: “$500,000 For A Picture Of A Rock NFT Says Where The Cycle Is

The New York Times: “Who Has the Cure for America’s Birthrate? Canada.

The Wall Street Journal: “Small-Cap Stocks May Be Pricier Than They Appear

The Wall Street Journal: “Jack Ma’s Costliest Business Lesson: China Has Only One Leader

Digits To Dollars: “Roll Your Own Adventure

MarketWatch: “U.S. households and small businesses have stockpiled a mind-blowing record cash pile of almost $17 trillion”

The New York Times: “Banks Are Bingeing on Bonds, but Not Because They Want To

The Wall Street Journal: “Chinese Factories Are Having Labor Pains—‘We Can Hardly Find Any Workers’”

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Newsletter

Don't miss

Rate Cut Hype Fuels Growth: August 2025 HANDLS Monthly Report

Suffice to say, all of this reinforces a timeless investing principle: diversification pays off over the long haul.

How Leading Consumer Brands Have Emerged Stronger Since 2019

The last five years have been among the most intense stress tests in modern business history.

The Market’s “Lost” Moment: How Many Seasons Can This Rally Run?

For months, investors have been scaling what feels like an endless wall of worry. Each concern that gets resolved seems to spawn new uncertainties, yet the market has continued its relentless climb higher.

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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.

Rate Cut Hype Fuels Growth: August 2025 HANDLS Monthly Report

Suffice to say, all of this reinforces a timeless investing principle: diversification pays off over the long haul.

How Leading Consumer Brands Have Emerged Stronger Since 2019

The last five years have been among the most intense stress tests in modern business history.

The Market’s “Lost” Moment: How Many Seasons Can This Rally Run?

For months, investors have been scaling what feels like an endless wall of worry. Each concern that gets resolved seems to spawn new uncertainties, yet the market has continued its relentless climb higher.