Commentaries

   

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…

Q2 Commentary – 2016

The Quarterly: July 2016 “… the only way to guarantee you have nothing at retirement is to invest nothing along the way.” – John Bogle, founder and CEO of Vanguard Group   The purpose of this quarterly commentary is to communicate with you about our thoughts…

Interim Commentary: Brexit Wounds

June 2016   The UK Referendum: Brexit Wounds           www.theguardian.com     This morning, the world awoke to discover the historic results of yesterday’s referendum in the UK: Britain has voted to leave the European Union. This is, without a doubt, a…

The Monthly – June, 2016

June 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…

The Monthly – May, 2016

May 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…

Q1 Commentary – 2016

The Quarterly: April 2016 “The intelligent investor is a realist who sells to optimists and buys from pessimists.” – Benjamin Graham   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…

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