★ Daily Intelligence Briefings (DIBs)Economics & TradeMarkets Japan Attempts to Boost Growth and Valuations, But Demographic Drag May be Difficult to Overcome The Nikkei's strong 2023 gains, largely spurred on by buybacks, resilient GDP growth, and corporate reforms, have re-ignited interest in long underperforming Japanese…McAlinden Research PartnersJune 28, 2023
⚑ 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 Viewpoints⦁ Theme TrackerMonetary PolicyPolitics & Policy Jay’s Jedi Mind Trick Despite being consistently wrong on inflation throughout all of 2021, Fed Chair Jerome Powell and other policymakers at the Fed…McAlinden Research PartnersJuly 30, 2021