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Commentaries

14 05, 2021

The Monthly – May 2021

2023-08-30T11:57:13+00:00

MacNicol’s Monthly Commentary - May 2021 With this commentary, we plan to communicate with you every month about our thoughts on the markets, some snapshots of metrics, a section on behavioural investing and finally an update on MacNicol & Associates Asset Management (MAAM). We hope you enjoy this information, and it allows you to better [...]

The Monthly – May 20212023-08-30T11:57:13+00:00
20 04, 2021

The Q1 Commentary 2021

2023-08-30T11:56:53+00:00

  MacNicol’s Quarterly Commentary - April 2021   With this commentary, we plan to communicate with you every month about our thoughts on the markets, some snapshots of metrics, a section on behavioural investing and finally an update on MacNicol & Associates Asset Management (MAAM). We hope you enjoy this information, and it allows you [...]

The Q1 Commentary 20212023-08-30T11:56:53+00:00
9 03, 2021

The Monthly – March 2021

2023-08-30T11:56:35+00:00

MacNicol’s Monthly Commentary - March 2021 With this commentary, we plan to communicate with you every month about our thoughts on the markets, some snapshots of metrics, a section on behavioural investing and finally an update on MacNicol & Associates Asset Management (MAAM). We hope you enjoy this information, and it allows you to better [...]

The Monthly – March 20212023-08-30T11:56:35+00:00
5 02, 2021

The Monthly – February 2021

2023-08-30T11:56:18+00:00

MacNicol’s Monthly Commentary - February 2021 One of our great clients here at MacNicol and Associates is a local Toronto area Doctor whom I exchange e-mails with every now and again. In one recent dialogue which was frankly more of a diatribe, I lamented about a nasty injury that has been plaguing me for roughly [...]

The Monthly – February 20212023-08-30T11:56:18+00:00
22 01, 2021

The Q4 Commentary 2020

2023-08-30T11:55:39+00:00

MacNicol’s Quarterly Commentary - January 2021 We got through this… Subjectively, 2020 was a disastrous calamity none of us will ever forget and many of us are still grappling with today. Yet, from an investment standpoint 2020 was a lot less heart breaking than it might have been. This time last year, we really did [...]

The Q4 Commentary 20202023-08-30T11:55:39+00:00
7 12, 2020

The Monthly – December 2020

2023-08-30T11:55:21+00:00

MacNicol’s Monthly Commentary - December 2020 Twenty-one years ago, on December 6th, 1999, shares of Amazon hit $113. In and around that time many investment professionals, including our colleague, Ross Healy, began warning that unproven technology companies were overvalued, fraught with risk and poised for collapse...   Click the link below to download the full [...]

The Monthly – December 20202023-08-30T11:55:21+00:00
6 11, 2020

The Monthly – November 2020

2023-08-30T11:55:03+00:00

MacNicol’s Monthly Commentary - November 2020 Donald Trump is 74 years of age. Joe Biden is 77 and will be turning 78 around the time of the US Thanksgiving. Neither man made age an issue in their respective campaigns, because quite frankly President Trump presented enough “issues” in his campaign and indeed during his entire [...]

The Monthly – November 20202023-08-30T11:55:03+00:00
27 10, 2020

The Alternative Quarterly Commentary – Q3 2020

2023-01-06T20:57:15+00:00

MacNicol’s The Alternative Quarterly Commentary- October 2020 The MacNicol Alternative Asset Trust is a multi-strategy, alternative investment platform designed to generate returns that are positive and uncorrelated with public stock or bond markets. The Trust, through its underlying limited partnerships invests in real estate, private equity and hedge funds. In total the Alternative Trust is [...]

The Alternative Quarterly Commentary – Q3 20202023-01-06T20:57:15+00:00
22 10, 2020

NEW – The Q3 Commentary 2020

2023-08-30T11:54:42+00:00

MacNicol’s Quarterly Commentary - October 2020 Bored boards, fickle investors… There is an old expression in real estate that has been around for a long time. It goes a little something like this: “a 2x4 doesn’t care whether it goes into a shack or a mansion”. Given the run up in lumber prices this year [...]

NEW – The Q3 Commentary 20202023-08-30T11:54:42+00:00
8 09, 2020

The Monthly – September 2020

2023-08-30T11:54:20+00:00

MacNicol’s Monthly Commentary - September 2020 You have to admit that Jeopardy is one darn good game show. Its the sort of mental diversion one can take to temporarily “zone out” of all of life’s challenges but in a way that leaves your mind feeling clear, well balanced and alert. One obvious category would have [...]

The Monthly – September 20202023-08-30T11:54:20+00:00
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