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The Monthly Commentary – February 2025
Canadian equities, Energy ETFs, TSX stocks, Uranium, Investor bias, Timber stocks, Trade wars, Tariffs
Alternative Quarterly Commentary – Q4 2024
Election, interest rates, private companies, private real estate, exits in private equity, hedge funds, alternative assets
The Q4 Commentary 2024
FED, yield curve, FOMC meetings, Draft Kings, Betting, SPACs, Shipping stocks, China, Investing resolutions
The Monthly – December 2024
SEC, Regulators, Paul Atkins, Crypto, Gensler, Crypto Markets, Magnificent 7, Equity Markets, Earnings, Fees for managing
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