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MacNicol & Associates Asset Management
13 08, 2024

MAAM Research Meeting August 8th 2024

2024-09-12T16:21:30+00:00By |Categories: Advisor Videos, Research Meeting, Video|Tags: , , |

S&P 500, TSX 60, VIX, Bullish vs Bearish Technical Indicators, Alternative Investments, Semiconductors, Long Duration U.S. Treasuries, FED, CME FED Watch Tool, Copper, China, Unemployment rate, Recessions, Sahm rule, VIX spikes, Oil prices, Market fundamentals.

8 08, 2024

The Weekly Beacon – August 9, 2024

2024-08-20T14:05:03+00:00By |Categories: The Weekly Beacon|Tags: , , , , , , , , |

Yen, Japanese stocks, Taiwan, Asian stocks, Yen carry trade, Unwidning, Interest rates, FED, bank of japan, Mortgage rates, Yield curve, Refinancing homes, Chinese population, China economy, One Child Policy, Fear and Greed Index, Sentiment, Insider selling, Nvidia stock, Meta stock, Dell stock, FOMO investing

1 08, 2024

The Weekly Beacon – August 2, 2024

2024-08-13T18:15:55+00:00By |Categories: The Weekly Beacon|Tags: , , , , , , , |

Emerging markets, China, Economic growth rates, GDP per capita, Indian economy, Technical breakout, Microsoft earnings, Microsoft stock, Markets, AI spending, Semiconductor chip demand, FED, interest rates, rate cuts, Bank of Japan, Yen, Japanese monetary policy, Venezuela election, Maduro and Chavez ruin Venezuela, Oil reserves

25 07, 2024

Alternative Quarterly Commentary – Q2 2024

2024-09-03T20:28:30+00:00By |Categories: Alternative Commentaries, Commentaries|Tags: , , , |

Alternative asset Trust Commentary for the second quarter of 2024, commentary on hedge funds, private equity, and North American private real estate

18 07, 2024

The Weekly Beacon – July 19 2024

2024-07-18T16:00:14+00:00By |Categories: The Weekly Beacon|Tags: , , , , , , , , , , |

Steel stocks, steel industry, U.S. steel, Nippon steel, Cleveland Cliffs stock, M&A activity, Chip stocks, AI performance, Nvidia, Tail risks, Geopolitics, Inflation risk, Trump presidency, Jamie Dimon, JP Morgan, Equal weighted vs S&P 500, Concentration, Elon Musk, Super PAC, Election 2024, Equity fund flows, Burberry stock, Burberry sales

11 07, 2024

The Weekly Beacon – July 12, 2024

2024-07-30T09:00:15+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

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