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MacNicol & Associates Asset Management
11 07, 2024

The Weekly Beacon – July 12, 2024

2024-07-11T14:47:30+00:00By |Categories: The Weekly Beacon|Tags: , , , , , , , |

Money market funds, Investor sentiment, FED, presidential election, Interest rate policy, AI valuations, AI stocks, Tesla price target, Bill Gross, PIMCO, Meme stocks, Consumer excess savings, Credit cards, Gold prices, Central banks, Biden odds

4 07, 2024

The Weekly Beacon – July 5, 2024

2024-07-04T13:12:48+00:00By |Categories: The Weekly Beacon|Tags: , , , , , , |

Betting websites, presidential election, Biden vs. the field, Warren Buffett Indicator, Market Cap vs. GDP, Shipping Index, Shipping stocks, shipping rates, Inflation, BOAT ETF, FED Funds Rate, Interest rate expectations, Tesla stock, Tesla earnings, India vs China as an ally, India economy, Google's climate goals, Alphabet stock, Net-zero commitments

28 06, 2024

The Weekly Beacon – June 28, 2024

2024-06-27T16:01:45+00:00By |Categories: The Weekly Beacon|Tags: , , , , , , |

Interest rates, BOC, Inflation, Nvidia, Bubble assets, Bitcoin, Riskier assets, Carnival stock, Cruise industry, Canadian economy, Japan, Yen, Currencies, Trucking employment, recession indicators, Energy demand, AI energy demand

20 06, 2024

The Weekly Beacon – June 21, 2024

2024-06-24T18:18:27+00:00By |Categories: The Weekly Beacon|Tags: , , , , , |

Electric vehicle producers, Fisker, Chapter 11 bankruptcy filings, Interest rates, U.S. government debt, Government budget, Defense budget, Equity ownership, Foreign ownership of U.S. assets, Emerging markets, Uranium, Nuclear energy, Bill Gates, Renewable energy, FED member, Interest rate policy, Inflation.

14 06, 2024

MAAM Research Meeting June 12 2024

2024-06-14T18:08:56+00:00By |Categories: Advisor Videos, Research Meeting, Video|

S&P 500, TSX 60, VIX, Bullish vs Bearish Technical Indicators, Alternative Investments, Consumer spending around the world, Global economics, Historic P/E ratios of equity markets, Small caps versus large caps, Poland, FED, Kognitiv, Private equity, technology companies.

13 06, 2024

The Weekly Beacon – June 14, 2024

2024-07-15T20:38:21+00:00By |Categories: The Weekly Beacon|Tags: , , , , , |

Euro elections, president Macron, Left to right wing rotation, Elections, Turkey and China, Turkey in NATO, EV market, Oil merger, oil deals, Noble Corp., Diamond Offshore Drilling stock, India funds, Indian market, Shipping stocks, Shipping rates, Inflation, May CPI report, Consumer debt, family office asset allocation, private equity, Ark Invest, Cathie Wood, Tesla, Tesla robotaxis.

7 06, 2024

The Weekly Beacon – June 7, 2024

2024-06-25T13:05:34+00:00By |Categories: The Weekly Beacon|Tags: , , , , , , |

Private equity valuations, PE exits, Bitcoin ETFs, Bitcoin demand, Texas Stock Exchange, Money flow, Citadel, Bank of Canada, Interest rates, Inflation, Walmart signage, Economic numbers, Jobs report, Manufacturing data, GameStop stock, Meme stocks, Keith Gill, Roaring Kitty, Gold prices, Central Bank gold purchases, U.S. Treasuries, Gold utilization.

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