- New York Intelligencer: "Study: Inequality Robs $2.5 Trillion From U.S. Workers Each Year"
- CBS News: "The price of inequality? Lost annual income of $42,000 for typical worker, study finds"
- Bloomberg: "The Fed Wants Higher...
OUR THINKING
RESEARCH & THOUGHT PIECES FROM OUR TEAM
The market has recovered at a torrid pace since the COVID-Crash in March. Despite the recent pullback in big tech names, the S&P 500 has been carried by the largest companies on the index. In fact, the largest companies in the United States have become so large and so important to the index,...
Study: Inequality Robs $2.5 Trillion From U.S. Workers Each Year.
The Pandemic Has Created a Class of Super-Savers.
- The Atlantic: "The Pandemic Has Created a Class of Super-Savers"
- Advisor Perspectives: "Gundlach’s DoubleLine: Worst Time Ever to be a Passive Bond Investor"
- Axios: "There aren't enough jobs for America's unemployed"
- MarketWatch: ...
The Covid-19 pandemic has illustrated the folly of capping the assets of Americans on public assistance.
- Politico: "How Government Rules Prevent Poor Americans From Saving"
- Yahoo Money: "American savings accounts are now ‘steadily declining’ as coronavirus effects linger"
- Bloomberg:...
MAP US Multi-Cap Value Strategy

Minimum criteria for inclusion in Broadridge Best Money Managers:
I. Performance must be calculated "net” of all fees and brokerage commissions. This means after all fees have been deducted.
II. Performance must be calculated inclusive of all cash reserves....
ROCHESTER, Mich. — Managed Asset Portfolios, LLC (MAP) has been awarded a Top Guns 6 Star1 designation for its U.S. Multi-Cap Composite for 2Q 2020 by Informa Investment Solutions’ PSN manager database, North America’s longest running database of investment managers. The...
Stock Market Warns Workers That They’re the Problem for Business.
- Bloomberg: "Stock Market Warns Workers That They’re the Problem for Business"
- Project Syndicate: "America’s Coming Double Dip"
- Yahoo Finance: "The Great Inflation Debate Is Heating Up With Trillions at Stake"
- ...
The $425 billion payment holiday question hanging over Europe's banks.
- Thomson Reuters: "The $425 billion payment holiday question hanging over Europe's banks"
- Yahoo Money: "Coronavirus stimulus: Loss of extra $600 unemployment benefits leads to 44% drop in spending"
- Business Insider: "Germany...
Trump administration on board with delisting Chinese stocks. Coming rent crisis. Leverage points. Huawei’s chip problem.
The last few months have continued to cement our conviction to avoid investment in China-based companies. The Senate passed a bill that could force the delisting of China-based stocks on U.S. exchanges.(i) The anti-CCP rhetoric has been ratcheted up to a fever pitch as November approaches. And...
Investors have a content problem. The constant barrage of information – mostly useless noise – can be overwhelming. At MAP, we spend much of our time reading. We want to point you to our favorite articles. Starting this week, we will be publishing a weekly curation of our favorite...
We are now less than four months away from the U.S. elections. Things have changed since our last analysis. We are due for an update.
The Democrats have the momentum going into the final stretch. COVID-19 and its fallout have put a significant damper on the Trump campaign. The...
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