Headlines from Across the MAP

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.

Bloomberg: “Stock Market Warns Workers That They’re the Problem for Business”

Project Syndicate: “America’s Coming Double Dip”

Yahoo Finance: “The Great Inflation Debate Is Heating Up With Trillions at Stake”

The Wall Street Journal: “China’s Economy Is Bouncing Back—And Gaining Ground on the U.S.”

Bloomberg: “Commercial Mortgage Debt in Distress Surges 320%, Moody’s Says”

Yelp Economic Average: “Increased Consumer Interest in May Correlates with COVID-19 Hot Spots in June, According to the Yelp Economic Average”

CNBC: “A permanent payroll tax cut could deplete Social Security trust funds by 2023”

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Remember, our investment in stocks is a De facto vote of confidence on the economies in which we invest. Earnings, revenue, margins, free cash flow, and the growth of these important metrics is what drives stocks up or down over time.

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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.

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The discretionary sector struggled as did all growth and quality-oriented areas of the market in 2022. That was a classic re-set and a raging opportunity to add exposure.

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