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MacNicol & Associates Asset Management
8 02, 2024

The Weekly Beacon – February 9, 2024

2024-02-08T14:16:58+00:00By |Categories: The Weekly Beacon|

This weeks issue: Adam Neumann, WeWork, Chapter 11 bankruptcy, Oil seasonality, Oil fundamentals, China crisis', India vs. China, Global population, Chinese birth rate, Meta Platforms stock, Meta performance, Meta earnings report, Ford earnings, Traditional versus Electric vehicles, Tesla stock, Tesla earnings, Tesla vs. Ford P/E ratio, Ark Investments performance, wealth destroying ETFs, Cathie Wood and the media.

1 02, 2024

The Weekly Beacon – February 2, 2024

2024-02-01T14:35:19+00:00By |Categories: The Weekly Beacon|

This weeks issue:Chinese stocks fade, Chinese risks, Super Bowl prices, Elasticity of sports tickets, Taylor Swift, Apple revenue, Apple's quiet issue, iPhone sales, Apple versus Magnificent 7, Tesla used and new prices, Slow Tesla demand, Tesla performance in the cold, Nuclear energy, Uranium price, Building nuclear reactors, U.S. regional banks, Signature bank collapse, New York Community Bancorp stock, FED decision, Sticky inflation.

30 01, 2024

Alternative Quarterly Commentary – Q4 2023

2024-01-30T20:35:25+00:00By |Categories: Alternative Commentaries, Commentaries|

During the fourth quarter of 2023, the MacNicol Investment Team continued to observe a widening gap between the inflation expectations of market participants and both voting and non-voting central bank officials. Catalyzing our concerns that financial markets may have “jumped to conclusions” when it comes to interest rates and a labor market that stands 200 basis points below its long-term (ex-COVID) average and fiscal profligacy that underpins a situation where government spending is leading to unsustainable levels of debt and deficit.

25 01, 2024

The Weekly Beacon – January 26, 2024

2024-01-25T16:09:12+00:00By |Categories: The Weekly Beacon|

This weeks issue: Stimulus, Chinese aid package for stocks, Alibaba shares, Chinese tech stocks, Jack Ma, iShares China ETF, Netflix earnings beat, Netflix content spending, Netflix and WWE deal, Streaming industry, Bank of Canada interest rate decision, Bank of Canada policy, Mortgage rates in Canada, Joe Lewis, British billionaire insider trades, Pre election versus election year performance, Nancy Pelosi trading, Unusual whales stock tracking, Nvidia call options, AI technology, Government AI program.

18 01, 2024

The Weekly Beacon – January 19, 2024

2024-01-18T13:31:50+00:00By |Categories: The Weekly Beacon|

This weeks issue: FED members, FED policy, Interest rates, G7 countries, G7 real estate, Canadian real estate bubble, Government spending, Housing starts in Canada, Spirit airlines, JetBlue Spirit deal collapse, Government breaks merger, SAVE stock, Taiwan election, China vs. the U.S., Chinese tech stocks versus U.S. tech stocks, technology stocks, China economy, China growth, Burger King stock, Restaurant Brands International stock, Carrols Restaurant Group stock, Uranium stocks, Sprott Uranium Trust, Kazatomprom production, Cameco stock, France and nuclear energy.

11 01, 2024

The Weekly Beacon – January 12, 2024

2024-01-11T16:22:42+00:00By |Categories: The Weekly Beacon|

This weeks issue: Oil seasonality, Oil prices, Seasonality for markets, Netflix stock, Netflix strategy, Netflix spending, Debt to finance operations, America and football, NFL dominance, TV viewership, Streaming and sports, Oil elusiveness, EIA 2025 oil demand forecast, Oil market expansion, Global EV market, Tesla versus BYD, Tesla stock, Chinese auto market, ESG and Asset Managers, S&P 500 companies ESG strategy.

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