Beat the Bogey is MACM’s YouTube series about investing, markets, the economy, and more. In this week’s episode, we explore the ongoing Coronavirus story. What is the Coronavirus exactly? How is it being managed? What impact will it have on the markets both now and in the future? Tune in to find out!
Pulse Check: State of the Union
Don’t let the Coronavirus scare, impeachment fight, and other headlines distract you. As President Trump put it this past Tuesday – the state of our Union is stronger than ever before. By many accounts he’s right – and the truth is in the data. Here’s a sample of recent polls done by Gallup for a…
Coronavirus – What History Tells Us
Stocks were deeply in the red again on Monday as fears over the recent Coronavirus outbreak continued to spread. Will the market continue to plummet? What should investors expect going forward? I’ve compiled a series of historical charts to help make sense of what might happen next. But first, a primer on Coronaviruses, generally: Now,…
The Experience Economy
In an economic cycle, consumption themes generally emerge and represent a key part of economic growth and investment opportunity. In the 2000’s, for example, home buying saw tremendous demand and was a core consumption theme. As a result, investments in housing saw strong returns (before the eventual bust, of course). Today’s economic environment doesn’t seem…
MACM Q4 2019 Newsletter
For our recent take on the market and economic landscape, take a read of the 4th Quarter 2019 newsletter from Mitchell Anthony Capital Management here.
The Impeachment Mistake
Phew! What a couple weeks it has been. Yet for all the testimony and fanfare, Democrats seem to have little to show for their impeachment effort (all at the taxpayer’s expense, no less). At best, there have been witnesses that gave merely their own perceptions that there was a quid pro quo (or “bribe”). At…