Market Trends & Outlook

July Retail Sales: Focus on the Story Behind the Headlines

Drawing conclusions about the state of mind of consumers from one month to the next can be dangerous to your wealth. Our spending can be episodic at times but when you look back over one year, it’s highly predictable.

Headlines from Across the MAP

The biggest wildcard for U.S. inflation over the next year doesn’t come from used cars or airline fares. Instead, it is housing. 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.

Headlines from Across the MAP

The biggest wildcard for U.S. inflation over the next year doesn’t come from used cars or airline fares. Instead, it is housing. 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.

When is the Next Bear Market? 3-things Will Tell You

The question I get most often is, “when is the next bear market?” Three specific items tend to predict bear markets and recessions with some accuracy.

When is the Next Bear Market? 3-things Will Tell You

The question I get most often is, “when is the next bear market?” Three specific items tend to predict bear markets and recessions with some accuracy.

The Infrastructure Deal’s Impact on the Markets

The re-establishment of coronavirus restrictions will likely not be as extreme of an impact on society and business operations as the “growing pains” and social and business adjustments weathered after March of 2020 contain any large economic event.

Growth Opportunity: Peloton, the Connected Fitness Leader

The most relevant brands serving key consumption markets are often top perming stocks. Peloton is a great example since the IPO in September 2019.

Growth Opportunity: Peloton, the Connected Fitness Leader

The most relevant brands serving key consumption markets are often top perming stocks. Peloton is a great example since the IPO in September 2019.

Newsletter

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Markets Gone Wild: April 2025 HANDLS Monthly Report

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