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MacNicol & Associates Asset Management
14 03, 2024

The Weekly Beacon – March 15, 2024

2024-03-26T19:05:27+00:00

This weeks issue: IPO Market, Investment bankers, Reddit financials, Reddit IPO, Social media stocks, New York Community Bancorp stock, NYCB equity package, Secretary Steven Mnuchin, S&P 500 performance, S&P 500 components performances, CPI, Consumer prices, Inflation, Energy prices, Gasoline prices, Shelter prices, Interest rates, FED decision, Elon Musk, Tesla analysis, Tesla stock, Tesla valuation, Gold prices, Investor interest in gold, Gold miners, Physical gold prices.

The Weekly Beacon – March 15, 20242024-03-26T19:05:27+00:00
7 03, 2024

The Weekly Beacon – March 8, 2024

2024-03-26T19:06:12+00:00

This weeks issue: ESG outflows, ESG focus, ESG returns, Crypto market, Bitcoin, Bitcoin volatility, NFT market, Housing market, Case Schiller housing Index, Supply and demand in housing, Gold prices, Gold miners, Interest rate policy, Inflation, Bezos vs. Musk, Worlds richest man, Tesla circling the drain, Recession signal, Republican primary, EU trade, EU tarriffs on China, Trade war. Electric vehicles, Chinese auto market, Chinese exports.

The Weekly Beacon – March 8, 20242024-03-26T19:06:12+00:00
29 02, 2024

The Weekly Beacon – March 1, 2024

2024-03-26T19:07:48+00:00

This weeks issue: FTC blocks trade, Biden administration blocks mergers, Kroger acquisition, Kroger financials, Albertsons acquisition, Artificial intelligence, AI in fast food, Nvidia's growth, S&P 500 concentration, Meta platforms stock, P/E ratios, BTC price, BTC melt-up, Elon Musk vs. Apple, Apple car pursuit, Apple valuation, Electric vehicle market, Self driving cars, NFL versus the rest, Mark Cuban, NFL growth, NBA struggles, Salary caps in sports, Government shutdown, Congress disagrees.

The Weekly Beacon – March 1, 20242024-03-26T19:07:48+00:00
22 02, 2024

MAAM Research Meeting February 22, 2024

2024-02-27T19:43:04+00:00

S&P 500, TSX 60, VIX, Bullish vs Bearish Technical Indicators, Alternative Investments, Hedge Fund Investments, Global Macro Investing, Elements Macro, Global Equity Ranks, Country ETF Rankings, Emerging Markets ETF, EEM Stock.

MAAM Research Meeting February 22, 20242024-02-27T19:43:04+00:00
22 02, 2024

The Weekly Beacon – February 23, 2024

2024-02-22T14:34:17+00:00

This weeks issue: Discover stock, Capital One stock, Merger in financials, Regulations and the DOJ,Financials sector analysis, Credit card industry, Visa, Mastercard, Russia invasion, China, East versus West, China buying U.S. farmland, China stocks, China attempts to limit short selling, Berkshire Hathaway stock, Buffett top picks 2024 for stock market, Occidental Petroleum stock, Chevron stock, Apple stock, Nvidia earnings, AI chip sales, Nvidia forecast 2025, Nvidia price forecast, Nvidia valuation.

The Weekly Beacon – February 23, 20242024-02-22T14:34:17+00:00
15 02, 2024

The Weekly Beacon – February 16, 2024

2024-03-26T19:08:53+00:00

This weeks issue: CPI, Inflation data, Interest rates, Jerome Powell, FED, Bill Ackman, Closed-end funds, Pershing Square Capital, Chinese markets, Chinese debt crisis, Chinese property values, Cathie Wood, Ark Investments, Nvidia stock, Lyft stock, Uber stock, Earnings report, Amazon stock, Amazon and China, Yield curve inversion, Sam Altman, OpenAI, Chip manufacturing.

The Weekly Beacon – February 16, 20242024-03-26T19:08:53+00:00
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