⚑ Joe Mac's ViewpointsEconomics & TradeMarketsMonetary Policy Less Rich, But Not Cheap Stocks remain far off from their 2021 high, but it’s not exactly correct to call them “cheap”. Multiples like the…McAlinden Research PartnersNovember 22, 2022
⚑ Joe Mac's ViewpointsMarketsMonetary Policy Eulogy for a Bull Market Stocks dipped into bear territory in May, largely driven by the Fed’s continued commitment to tighter monetary policy. While lower…McAlinden Research PartnersJune 2, 2022
⚑ Joe Mac's Viewpoints⦁ Theme TrackerCommoditiesEconomics & TradeMarketsMonetary Policy Inflation & Valuation Traditionally, multiples like price to earnings ratios (P/Es) run inverse to inflation data. That balance has been completely upended over…McAlinden Research PartnersSeptember 2, 2021