Tapping into Maple

Tapping Into Maple – Myth of Market Timing

Financial market performance since the start of the year, and in particular since the end of the first quarter, has been sobering to put it mildly.  While these type of market gyrations are never fun, it may be helpful to provide some context.  In the last ten years, there have been just two quarters when […]

Read more ›

Tapping into Maple – An update on the Russia – Ukraine conflict

Russia’s war in Ukraine, a humanitarian tragedy and a sad turn of events for the proud Russian people, has certainly cast a pall over global financial markets in short order.  The shocking development also greatly complicates the global economic outlook since it comes as much of the world is still fighting the pandemic and dealing […]

Read more ›

Market Update

Making Sense of the 2022 Volatility Volatility has returned to financial markets since the start of the year as a result of various issues including: 1) the well-telegraphed end of quantitative easing by the Fed and its first short term rate increase planned for next month, 2) persistent inflation, and 3) Russia’s invasion of Ukraine. […]

Read more ›

Tapping Into Maple – Exiting Energy – Obsolescence Risk Rising

Re-opening Theme – An Opportunity to Exit Client’s Exposure to Oil Maple Capital used the prevalent re-opening theme in the equity market as an opportunity to eliminate our client’s exposure to the oil commodity in most portfolios. In our view, investors are not being properly compensated for assuming the rising risk of long-term volume declines […]

Read more ›

Tapping Into Maple – Bitcoin and Cryptocurrencies – Peeling Back a Layer

What is a cryptocurrency? As John Oliver so eloquently put it on his late night comedy show, “It’s everything you don’t understand about money combined with everything you don’t understand about computers…” . Technically speaking, cryptocurrencies are digital assets that are meant to be used as a way to exchange goods and services. Bitcoin is […]

Read more ›

Tapping Into Maple – Inflation Worries

It is no secret that the federal government has been spending a lot of money during the past twelve months to combat a historic pandemic and the ensuing economic troubles from lost jobs and reduced consumer spending particularly in the service sector. All this support and years of low rates and supportive financial conditions—and the […]

Read more ›

Tapping into Maple – Shedding Light on the GameStop Mania

You can’t go anywhere right now without hearing about GameStop, Reddit, r/WallStreetBets, and big returns. This story has made it out of financial circles and has become “news” news. Saturday Night Live even did a skit including the Gamestop hysteria. So while the internet is abuzz and investors have questions we thought we could help […]

Read more ›

Tapping into Maple – Bond Basics – Understanding Premium and Discount Bonds

When investors purchase bonds they encounter terminologies like premium, discount, or par. Knowing what these words mean can help investors make better decisions about which bonds to purchase and understand how the bonds should behave after they have been added to their portfolio. Generally in life, the term discount signifies a good value. If you […]

Read more ›