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The Monthly – November 2024
Convexity, Portfolio insurance, Nassim Taleb, Behavioral Investing, Dow Jones Largest Gainers, Universa Investments, US Federal Reserve, Jerome Powell
Alternative Quarterly Commentary – Q3 2024
Elections, private real estate, exits in private equity, hedge funds, alternative assets
The Q3 Commentary 2024
US election, Congress, Tax cuts, Trading, Trade partners, Immigration, China, Magnificent 7
The Monthly – August 2024
FED Funds Rate, Canada, Switzerland, global Trade, FOMC, Interest rate policy, Inflation, Behavioral investing
The Monthly – July 2024
Behavioral investing, Crowded trades, Canadian Pension plan, Real estate haircuts, Private real estate, pension plan results, Valuations, Markets, Equity indices, Currencies, USD
Alternative Quarterly Commentary – Q2 2024
Alternative asset Trust Commentary for the second quarter of 2024, commentary on hedge funds, private equity, and North American private real estate
The Q2 Commentary 2024
Best performing stocks 2024, Valuations throughout the market, P/E ratios, Corrections in the market, Earnings growth, Magnificent 7, Bond market, Yield curves, Tesla, Recency bias
The Monthly – June 2024
TD Bank troubles, TD Bank Stock, Bank of Canada, Tiff Macklem, Yield Curve, P/E ratios globally
The Monthly – May 2024
Disinflation, FED, Jerome Powell, Volatility Index, Investor exposure to cash, Gold prices, Silver prices, Efficient markets, Metal investors.
