Economic Insights

Recently, Ed Yardeni discussed his view of why another “Roaring 20’s” may lie ahead. However, while I certainly can appreciate his always “bullish optimism,” there is a significant fundamental problem with his view.

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.

In the midst of the Holiday season, our normal glee and excitement appear blistered. As the flu season approaches, the coronavirus pandemic has raged on, with cases steadily increasing since September. The new degree of normalcy seems to be settling into a constant or never-ending cloud of uncertainty.

In the midst of the Holiday season, our normal glee and excitement appear blistered. As the flu season approaches, the coronavirus pandemic has raged on, with cases steadily increasing since September. The new degree of normalcy seems to be settling into a constant or never-ending cloud of uncertainty.

In 1999, a media personality stated that “investing like Warren Buffett was like driving dad’s old Pontiac.” Of course, that was at the height of the Dot.com bubble, and soon after, “value investing” paid off. Unfortunately, it didn’t stick.

In 1999, a media personality stated that “investing like Warren Buffett was like driving dad’s old Pontiac.” Of course, that was at the height of the Dot.com bubble, and soon after, “value investing” paid off. Unfortunately, it didn’t stick.

Moderna and Pfizer recently announced they had potential vaccines for COVID-19 that are more than 90% effective. With that, the market surged, and a rotation into “economically sensitive” sectors occurred. While a “vaccine” will eventually come to the market, it will only ensure a return to the “New New Normal.”

Moderna and Pfizer recently announced they had potential vaccines for COVID-19 that are more than 90% effective. With that, the market surged, and a rotation into “economically sensitive” sectors occurred. While a “vaccine” will eventually come to the market, it will only ensure a return to the “New New Normal.”