MRP Capital Investments

03/10/2021

"Central Bank Hubris" - Read more about this on our website!

Central Bank Hubris–3/9/2021 In late 2017, I wrote a research report entitled “Central Bank Hubris.” In it, I quoted a line from C.S. Lewis and that quote was; ‘It is […]

02/04/2021

Valuation? --- While watching CNBC the other day, I saw one of their guest speakers make a comment regarding the valuation of a stock she was talking about. And her follow on comment regarding the valuation of the stock was, “if you care about that kind of thing.”

Valuation? – 02/04/2021 While watching CNBC the other day, I saw one of their guest speakers make a comment regarding the valuation of a stock she was talking about. And her […]

01/28/2021

" Heading into 2021, there are still some uncertainties regarding how all of moving pieces of the global economy will fit together and we certainly do have a lot to worry about. But Bull Markets are said to 'climb a wall of worry.' "

- Our 4th Quarter Client Newsletter is now out, read it on our website!

Heading into 2021, there are still some uncertainties regarding how all of moving pieces of the global economy will fit together and we certainly do have a lot to worry […]

12/31/2020

"The Magic of the Central Banks". Read more about this on our website!

The Magic of the Central Banks–12/31/2020   In our research, we’ve been mentioning that we believe the most powerful force in the markets right now are the world’s Central Banks. […]

12/22/2020

" Yesterday billionaire investor Sam Zell seemed to echo our thoughts almost verbatim and was widely quoted by many media outlets. "

In our last quarterly newsletter put out in October, we mentioned that the biggest risk to the United States financial system was the dollar losing its status as the world’s reserve currency. […]

12/17/2020

"Volatility in the Markets". This infographic demonstrates a better understanding of how we think the Presidential Election affects market volatility.

12/15/2020

"Keep an eye on International Markets" - Read our Capital Market Note about this on our website! #

Keep an eye on the International Markets – December 15, 2020   As we’ve mentioned in the last newsletter, we thought International Markets would outperform U.S. Markets if Biden were […]

12/04/2020

"After the election, the month of November saw the S&P 500 appreciate approximately 11%. This was one of the best months in stock market history. "
- Read more about this on our website!

As we’ve been discussing all year, we thought the markets would rally after the election. After the election, the month of November saw the S&P 500 appreciate approximately 11%. This […]

11/16/2020

In regards to the election, we still do not have complete clarity on who will be president. However, the markets have been quite strong. We believe this is because it appears the government will be split; with the house controlled by the democrats, and senate controlled by the republicans. Generally, with a split government there is not a lot of radical changes and the market likes this. As we've been discussing, we don't think the president impacts the markets (regardless of who it is) as much as people think because we believe the central banks are the primary driver of the market.

10/20/2020

"The Election - A Signal Through the Noise" -
Our 3rd Quarter 2020 Client Newsletter is now live on our website!
Check it out here:

In keeping with the theme of 2020, the 3rd quarter was a wild ride. The S&P 500 rallied about 14% in price during the first two months of the quarter […]

10/08/2020

We sense a "noisy" market with this upcoming election! Read more of our most recent Capital Market Note on our website!

A Noisy Market Approaching an Election – October 6, 2020 Over the last several years, the intensity of the news flow and information streams seem to have increased to an […]