Market Trends & Outlook

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.

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 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 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.

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

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

On Monday, July 19, 2021, the Dow’s worst day of 2021 unfolded. Virus-sensitive assets (energy and travel sectors) sold off as less optimistic growth outlooks emerged from concerns of the increasing delta variant cases. Delta variant concerns coupled with skepticism of transitory inflation, decreasing bond yields, and incomplete economic recovery create a perplexing cocktail of potential economic outcomes.

As a stock, Apple continues to be under-appreciated and under-owned by asset managers and individuals. It’s not a hyper growth stock that typical growth investors love to buy and it’s not a classic value stock that a deep value manager gets intrigued by.