The Monthly Commentary – June 2025
Europe, European Union, Tariffs, trade deals, Canada, Share buybacks, Behavioral theory
Europe, European Union, Tariffs, trade deals, Canada, Share buybacks, Behavioral theory
S&P 500, Inflation, Trump, Government spending, Trade war, Tariffs, Powell, Yields, Markets
Nasdaq, S&P 500, Bear markets, Automakers, Tariffs, Market risk factors, Cars sold by country, Linamar
S&P 500, Inflation, Trump, Government spending, Trade war, Tariffs, Powell, Yields, Markets
Canadian equities, Energy ETFs, TSX stocks, Uranium, Investor bias, Timber stocks, Trade wars, Tariffs
Election, interest rates, private companies, private real estate, exits in private equity, hedge funds, alternative assets
FED, yield curve, FOMC meetings, Draft Kings, Betting, SPACs, Shipping stocks, China, Investing resolutions
SEC, Regulators, Paul Atkins, Crypto, Gensler, Crypto Markets, Magnificent 7, Equity Markets, Earnings, Fees for managing
Convexity, Portfolio insurance, Nassim Taleb, Behavioral Investing, Dow Jones Largest Gainers, Universa Investments, US Federal Reserve, Jerome Powell
Elections, private real estate, exits in private equity, hedge funds, alternative assets