⚑ Joe Mac's ViewpointsMarkets Joe Mac’s Market Viewpoint: U.S. Markets at Midyear The U.S. capital markets had a challenging time in the first half of 2018. While the brouhaha about trade wars…McAlinden Research PartnersJuly 26, 2018
⚑ Joe Mac's ViewpointsEconomics & TradeManufacturing & Logistics Joe Mac’s Market Viewpoint: CAPEX Booms! A capital spending boom is underway in America and around the world, driven by changes in U.S. fiscal policy, rising…McAlinden Research PartnersJune 6, 2018
⚑ Joe Mac's ViewpointsEconomics & Trade Joe Mac’s Market Viewpoint: The Inflation Complication The Federal Reserve has said for years that it wants to get inflation in the U.S. back to 2% per…McAlinden Research PartnersMay 4, 2018
⚑ Joe Mac's Viewpoints Joe Mac’s Market Viewpoint: A Review of New and Old Themes The U.S. capital markets have been undergoing rapid changes. Interest rates which had been low for so many years are…McAlinden Research PartnersMarch 30, 2018
⚑ Joe Mac's ViewpointsReal Estate & Construction Joe Mac’s Market Viewpoint: Beyond the Housing Headwinds The housing sector of the U.S. economy has reached an important inflection point. Bolstered by strong industry fundamentals, housing related…McAlinden Research PartnersFebruary 28, 2018
⚑ Joe Mac's ViewpointsMarkets Joe Mac’s Market Viewpoint: The Coming Value Rotation For roughly the past decade, growth Stocks have outperformed their value counterparts by a wide margin. Investors have not discriminated…McAlinden Research PartnersDecember 22, 2017
⚑ Joe Mac's ViewpointsMarkets Joe Mac’s Market Viewpoint: Beyond the Bond Bubble Our mission at MRP is to identify investment themes that arise from disruption. The latter term seems to have become…McAlinden Research PartnersNovember 30, 2017
⚑ Joe Mac's ViewpointsEconomics & TradeMarkets Joe Mac’s Market Viewpoint: The Gathering Storm Hurricane Irma was first born as a loose collection of clouds that gathered into a tropical storm off the African…McAlinden Research PartnersSeptember 29, 2017
⚑ Joe Mac's ViewpointsMarketsPolitics & Policy Joe Mac’s Market Viewpoint: The Trump Trade & Status Quo Bias Immediately following President Trump’s surprise election victory, a cross-section of stocks that were seen as beneficiaries of many elements of…McAlinden Research PartnersJuly 31, 2017
⚑ Joe Mac's ViewpointsCommodities Joe Mac’s Market Viewpoint: Contrarian Crude Call Ever since crude oil prices bottomed early last year, the trend has been undeniably up, but clearly not up in…McAlinden Research PartnersApril 28, 2017