Quarterly Newsletter
Welcome to the MPMG Online Newsletter Library
MPMG’s quarterly newsletters provide insight with regards to the general marketplace, as well as focus on selected individual companies. Should you wish to receive a hard copy of our newsletter in the future, please use the following form.
Previous Newsletters
Artificial Intelligence
Market Summary – 1st Quarter, 2023 “A fool is someone who knows the price of everything and the value...
May 9, 202300Lifeboats are an afterthought… until the ship takes on water
Market Summary – 4th Quarter, 2022 “Life on a lifeboat isn’t much of a life. It is like an...
January 24, 2023The end of prosperity??
Market Summary – 3rd Quarter, 2022 “The Great Depression of 1990.” – Title of a best-selling book by Ravi...
October 27, 2022Bridge over troubled water
Market Summary – 2nd Quarter, 2022 “If you can keep your head while all about you are losing theirs….”...
July 27, 2022The fog of war
Market Summary – 1st Quarter, 2022 The world has been upended by Russia’s military invasion of Ukraine. As the...
April 25, 2022“If something cannot go on forever, it will stop”
Market Summary – 4th Quarter, 2021 The headline of this newsletter cites what is known as “Stein’s Law”, coined...
January 26, 2022“The conversations that you never hear”
Market Summary – 3rd Quarter, 2021 “When the music stops, in terms of liquidity, things will get complicated. But...
October 22, 2021“The future is not something to predict… but rather to navigate”
Market Summary – 2nd Quarter, 2021 “We predict too much for the next year and yet far too little...
July 22, 2021“Shall we play a game?”
Market Summary – 1st Quarter, 2021 “Mr. McKittrick, after very careful consideration, sir, I’ve come to the conclusion that...
April 21, 2021“The times they are-a-changin'”
Market Summary – 4th Quarter, 2020 “The slow one now will later be fast, the order is rapidly fadin’...
January 21, 2021“…and the home of the brave.”
Market Summary – 3rd Quarter, 2020 “There are known knowns; there are things that we know we know. We...
October 23, 2020“The Year That Shattered America”
Market Summary – 2nd Quarter, 2020 “All of us might wish at times that we lived in a more...
July 17, 2020Our finest hour
Market Summary – 1st Quarter, 2020 “I see great reason for intense vigilance and exertion, but none whatever for...
April 13, 2020The more things stay the same, the more they change
Market Summary – 4th Quarter, 2019 “That men do not learn very much from the lessons of history is...
January 17, 2020How do you sleep at night?
Market Summary – 3rd Quarter, 2019 “It ain’t what you don’t know that gets you into trouble. It’s what...
October 24, 2019Be wary when everyone is on the same side of the boat
Market Summary – 2nd Quarter, 2019 “In calm water, every ship has a good captain.” ...
July 25, 2019March Madness and the Dow
Market Summary – 1st Quarter, 2019 “There are three kinds of lies: lies, damned lies, and statistics.” ...
April 30, 2019Fear itself
Market Summary – 4th Quarter, 2018 Of all the liars in the world, sometimes the worst are our own...
January 23, 2019Don’t need a weatherman to know which way the wind blows
Market Summary – 3rd Quarter, 2018 “Why did God create economists? To make the weatherman look good.” ...
November 9, 2018The future that nobody is talking about
Market Summary – 2nd Quarter, 2018 “If I had asked people what they wanted, they would have said faster...
August 9, 2018Wizards and gods
Market Summary – 1st Quarter, 2018 “If you wish to make an apple pie from scratch, you must first...
April 25, 2018A Christmas tree story
Market Summary – 4th Quarter, 2017 “Someone’s sitting in the shade today because someone planted a tree a long...
January 21, 2018Patience….is….a….virtue
Market Summary – 3rd Quarter, 2017 “All of humanity’s problems stem from man’s inability to sit quietly in a room...
October 19, 2017The Madness of Crowds
Market Summary – 2nd Quarter, 2017 “Money, again, has often been a cause of the delusion of the multitudes.” ...
July 26, 2017I’m not emotional…I just have a FEELING!
Market Summary – 1st Quarter, 2017 “I have been through some terrible things in my life, some of which actually...
May 4, 2017A new year, a new economic course…now what?
Market Summary – 4th Quarter, 2016 “Status quo, you know, is Latin for ‘the mess we’re in.” ...
January 27, 2017Don’t move to Canada….yet
Market Summary – 3rd Quarter, 2016 “There is only one redeeming thing about this whole election. It will be over...
October 14, 2016Market Summary – 2nd Quarter, 2016
“UK votes to leave EU Oil prices tumble/China’s economy stumbles Ebola reaches epidemic proportions U.S. faces “fiscal cliff” Arab...
July 20, 2016Show me the…cash flow!
Market Summary – 1st Quarter, 2016 “…volatility is almost universally used as a proxy for risk. Though this pedagogic assumption...
April 20, 2016Where we stand…again
Market Summary – 4th Quarter, 2015 “It is the soothing thing about history that it does repeat itself.” – Gertrude...
January 20, 2016The best of times…the worst of times
Market Summary – 3rd Quarter, 2015 Following the pain of September’s sell off – with all indices down sharply –...
October 23, 2015Has the bond market reached the boiling point?
Market Summary – 2nd Quarter, 2015 “The safest road to hell is the gradual one—the gentle slope, soft underfoot, without...
July 24, 2015A stronger dollar, falling oil and rising interest rates…oh my!
Market Summary – 1st Quarter, 2015 The causes, risks and opportunities that await investors. We are in the midst...
April 21, 2015Tell us something we don’t know
Market Summary – 4th Quarter, 2014 “Never make predictions, especially about the future.” – Casey Stengel (legendary baseball manager)...
February 10, 2015Walking on thin ice
Market Summary – 3rd Quarter, 2014
September 30, 2014Man in the mirror
Market Summary – 2nd Quarter, 2014
June 30, 2014If you want to play the game, you had better know the rules
Market Summary – 1st Quarter, 2014
March 31, 2014People make a difference. Price makes a difference.
Market Summary – 4th Quarter, 2013
December 31, 2013Bring on the varsity
Market Summary – 3rd Quarter, 2013
September 30, 2013The Great Recession Rotation
Market Summary – 4th Quarter, 2012
December 31, 2012The Wizard of Wharton foretells a promising future
Market Summary – 3rd Quarter, 2012
September 30, 2012A momentary lapse of reason
Market Summary – 1st Quarter, 2012
March 31, 2012The market that cried wolf
Market Summary – 4th Quarter, 2011
December 31, 2011The Death of Equities…Again?
Market Summary – 3rd Quarter, 2011
September 30, 2011Give us your negativity, your natural disasters, your black swans yearning to breathe free
Market Summary – 2nd Quarter, 2011
June 30, 2011A note to the headline-weary investor
Market Summary – 1st Quarter, 2011
March 31, 2011The “new normal” – an expensive distraction
Market Summary – 4th Quarter, 2010
December 31, 2010Bonds – The Next Lost Decade
Market Summary – 3rd Quarter, 2010
September 30, 2010The summer of the vuvuzelas and other incessant whines
Market Summary – 2nd Quarter, 2010
June 30, 2010Seek not comfort, but opportunity
Market Summary – 1st Quarter, 2010
March 31, 2010All I really need to know I learned in the last decade
Market Summary – 4th Quarter, 2009
December 31, 2009A random walk to nowhere
Market Summary – 3rd Quarter, 2009
September 30, 2009It’s the end of the world as we know it…and I feel fine!
Market Summary – 2nd Quarter, 2009
June 30, 2009Never argue with a man who buys ink by the barrel
Market Summary – 1st Quarter, 2009
March 31, 2009A Defining Moment
Market Summary – 4th Quarter, 2008
December 31, 2008The Great Disconnect
Market Summary – 3rd Quarter, 2008
September 30, 2008The Seven Dirty Words You Can’t Say About Investing
Market Summary – 2nd Quarter, 2008
June 30, 2008We pack our own parachute
Market Summary – 1st Quarter, 2008
March 31, 2008Is it a casino or a marketplace?
Market Summary – 4th Quarter, 2007
December 31, 2007Intellect with Blinders
Market Summary – 3rd Quarter, 2007
September 30, 2007- July 21, 2007
Cicadas have awakened. Will the market’s Sleeping Giants follow suit?
Market Summary – 2nd Quarter, 2007
June 30, 2007Beyond Corn
Market Summary – 1st Quarter, 2007
March 31, 2007A time to remember
Market Summary – 4th Quarter, 2006
December 31, 2006Just one word…POLITICS!
Market Summary – 3rd Quarter, 2006
September 30, 2006Deficits without tears?
Market Summary – 2nd Quarter, 2006
June 30, 2006It’s hard out here for a optimist!
Market Summary – 1st Quarter, 2006
March 31, 2006Who wants to be a 1/2-millionaire?
Market Summary – 4th Quarter, 2005
December 31, 2005Waiting for the dice to get hot!
Market Summary – 3rd Quarter, 2005
September 30, 2005They Paved Paradise and Put Up a Parking Lot
Market Summary – 2nd Quarter, 2005
June 30, 2005Voting Machine or Weighing Machine?
Market Summary – 1st Quarter, 2005
March 31, 2005
