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Clearing the Fog: Deciphering the Impact of the 2024 Elections Jan 26, 2024

U.S. Presidential Election

In every corner of America, discussions about the 2024 presidential election echo, yet within this widespread attention lies the paradox that, for all the chatter, the outcome might not wield the expected impact. Controversial, perhaps, but Warren Buffet explained the...

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Money Market Funds: Dangers Of Market Timing Oct 18, 2023

We have often discussed the risks inherent in market timing. While in the past we have centered these discussions around the stock markets, the same holds true for other asset classes. As a reminder, market timing entails making buy or sell decisions based on predictions of short-term market...

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A Global Manager Without Exposure To Mainland China Sep 11, 2023

During the firm’s two-decade-plus history of managing global portfolios, we cannot begin to count how often clients and prospects have questioned us on our avoidance of purchasing mainland China stocks. Clients often cite a vast population, growing middle class, and "cranes in the skylines"...

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Commercial Real Estate: The Second Shoe To Drop Aug 25, 2023

While still lingering in the air of an unkept house, the dust has seemingly settled following the banking panic earlier this year, which saw the collapse of the European banking giant Credit Suisse, and the 2nd, 3rd, and 4th largest bank failures in U.S. history. Credit Suisse’s failure...

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Market Cycles: Much like A Party, Investors Tend To Remember the Good Times But Forget The Hangover Aug 01, 2023

Life is not linear; you have ups and downs. It's how you deal with the troughs that defines you. Much like life, performance measurement is a process, not an event. It's a flowchart, not a checkbox. As a long-term value manager, we have specific processes in place geared towards generating...

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Artificial Intelligence (AI): A Secular Shift May 22, 2023

Until the release of ChatGPT (Generative Pre-trained Transformer) in late 2022, artificial intelligence (AI) developments largely flew under the radar. Although AI has existed in some form since the 1950s, it was perhaps more prominently featured in science fiction than in the everyday lives of...

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SVB Financial Group: Echoes From Silicon Valley Mar 13, 2023

Reverberations of the 2008-2009 Great Financial Crisis (GFC) were felt throughout the stock and bond markets as news of SIVB’s demise dominated headlines. In less than 48 hours, Silicon Valley’s largest bank, which was trading over $300 per share just last month, collapsed on Friday...

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Value Versus Growth Jan 30, 2023

Executive Summary

  • Growth has outperformed value in eleven of the past fourteen years, but value has outperformed for the past two years (in 2022, value outperformed growth by 22.69%).1,2
  • Value and growth cycles are not short-term in nature; they typically last for years.
  • When inflation and...
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Tax-Loss Harvesting - MAP's Approach Nov 18, 2022

Tax-Loss Harvesting

Investors may be hard-pressed to find positive-performing investments in their portfolios in 2022, a year that has seen the worst equity performance since the Global Financial Crisis, and the most severe bond market decline in almost half a century. While no one enjoys seeing...

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The Great Resignation: Up In Smoke Sep 26, 2022

Background: The Great Resignation

Despite considerable progress in the standard of living for the average working American, labor challenges continue with millions of workers — harboring discontentment with stagnant wages and re-examining work-life balance during the COVID-19 pandemic...

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FedEx: Canary In the Coal Mine? Sep 16, 2022

After Thursday's close, FedEx (FDX) announced a sizeable earnings shortfall and withdrew its annual forecast. Its earnings per share for the quarter ending August 31 were $3.44, well below Wall Street consensus. The company's CEO said, "Global volumes declined as macroeconomic trends...

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All Eyes On The 2022 Mid-Terms Sep 01, 2022

Uncertainty surrounding the economy and current geopolitical conflicts coupled with a period of extreme partisanship in American politics has shaped the upcoming election into arguably the most important midterms in our nation’s history. Heading into these crucial elections, the Democrats...

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