Commentaries

   

The Monthly – February 2017

February 2017 The Monthly   With this commentary, we plan to communicate with you every month about our thoughts on the markets, some snap-shots of metrics, a section on behavioural investing and finally an update on some of the people at MacNicol & Associates Asset…

The Monthly – December, 2016

December 2016 The Monthly   With this commentary, we plan to communicate with you every month about our thoughts on the markets, some snap-shots of metrics, a section on behavioural investing and finally an update on some of the people at MacNicol & Associates Asset Management….

Commentary: Trump Card

November 2016 Commentary: Trump Card   Heading into last nights’ election, most were prepared to awake to headlines heralding the 45th President of the United States, Hillary Clinton. All major polls and pundits showed former Secretary Clinton likely to win the election by various margins;…

The Monthly – November, 2016

November 2016 The Monthly   With this commentary, we plan to communicate with you every month about our thoughts on the markets, some snap-shots of metrics, a section on behavioural investing and finally an update on some of the people at MacNicol & Associates Asset…

Q3 Commentary – 2016

The Quarterly: October 2016   The purpose of this quarterly commentary is to communicate with you about our thoughts on the markets, provide some snap-shots of market metrics, and provide an overview of topical issues; however, it will also be married with some aspects of…

The Monthly – September, 2016

September 2016 The Monthly   With this commentary, we plan to communicate with you every month about our thoughts on the markets, some snap-shots of metrics, a section on behavioural investing and finally an update on some of the people at MacNicol & Associates Asset Management…

Interim Commentary: The Price of Safety

August 2016 Interim Commentary: The Price of Safety When it comes to the financial markets, unfortunately, nothing is free; indeed, truly idealistic capitalist markets correctly price all major aspects of investments: earnings, growth, liquidity, risk, and safety. Many of these have values which move in…

The Monthly – August, 2016

August 2016 The Monthly   With this commentary, we plan to communicate with you every month about our thoughts on the markets, some snap-shots of metrics, a section on behavioural investing and finally an update on some of the people at MacNicol & Associates Asset Management…

Twitter IconVisit Our LinkedIn Page