⚑ 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
⚑ Joe Mac's ViewpointsEconomics & Trade Joe Mac’s Market Viewpoint: Game-Changer Part II: Trumponomics Themes The early December Viewpoint outlined our shift from an environment of stagflation to one of growflation, inspired by the surprise…McAlinden Research PartnersDecember 23, 2016
⚑ Joe Mac's ViewpointsEconomics & Trade Joe Mac’s Market Viewpoint: Game-Changer Part I: Trump Win Means Growflation The surprise outcome of the 2016 U.S. presidential election has led to widespread speculation about its effect on the global…McAlinden Research PartnersDecember 2, 2016
⚑ Joe Mac's ViewpointsEconomics & TradeMarketsMonetary Policy Joe Mac’s Market Viewpoint: The Buck Stopped There Well, finally we’ve reached the day when we learn who will be the next president of the United States. Hopefully.…McAlinden Research PartnersNovember 8, 2016
⚑ Joe Mac's ViewpointsFinanceMarketsMonetary Policy Joe Mac’s Market Viewpoint: DOTs & Bonds & Stocks In the waning weeks of summer, investors began to think about those pesky DOTs yet again. Not coincidentally, as the…McAlinden Research PartnersSeptember 19, 2016
⚑ Joe Mac's ViewpointsReal Estate & Construction Joe Mac’s Market Viewpoint: New Pig in the Python In June, MRP made the case for a return of stagflation in the years ahead. We also stated our expectation…McAlinden Research PartnersAugust 5, 2016
⚑ Joe Mac's ViewpointsEconomics & TradeMarkets Joe Mac’s Market Viewpoint: Welcome Back Stagflation Back in the 60s and 70s, when many of today’s traders and portfolio managers weren’t even born yet, the U.S.…McAlinden Research PartnersJune 9, 2016
⚑ Joe Mac's ViewpointsFinanceMarketsMonetary Policy Joe Mac’s Market Viewpoint: Fratboys at the Punchbowl William McChesney Martin, the longest sitting Federal Reserve Chair in history, once famously quipped that it was the Fed’s job…McAlinden Research PartnersApril 30, 2016
⚑ Joe Mac's ViewpointsEconomics & TradeMarkets Joe Mac’s Market Viewpoint: Faulty Barometer A cacophony of recession chatter is filling the airwaves. Some experts are already declaring we are in one while others…McAlinden Research PartnersFebruary 29, 2016