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’”

Latest

Can Markets Keep Their Cool? July 2025 HANDLS Monthly Report

Politics Trumps the Numbers, Can Markets Keep Their Cool?

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

An options trader’s perspective on why the “fear index” is actually your portfolio’s best friend

The Volatility Trader’s Reality Check: Markets Do What Markets Do

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

Newsletter

Don't miss

Can Markets Keep Their Cool? July 2025 HANDLS Monthly Report

Politics Trumps the Numbers, Can Markets Keep Their Cool?

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

An options trader’s perspective on why the “fear index” is actually your portfolio’s best friend

The Volatility Trader’s Reality Check: Markets Do What Markets Do

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

Navigating Trade Winds: HANDLS Indexes Showcase Resiliency in May 2025

The HANDLS Indexes Monthly Income Report for May 2025 underscores notable recoveries across sectors, propelled by easing tariff and trade uncertainties.
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.

Can Markets Keep Their Cool? July 2025 HANDLS Monthly Report

Politics Trumps the Numbers, Can Markets Keep Their Cool?

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

An options trader’s perspective on why the “fear index” is actually your portfolio’s best friend