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The Q3 Commentary 2023
Lead times, lag times, interest rates, Tesla, Business cycles, credit spreads.
The Monthly – September 2023
Septembers have traditionally received failing grades when it comes to their performance in the stock market. June and October are slackers too, but their failings somehow tend to be issued a passing grade by most investors.
The Monthly – August 2023
2022 saw most balanced investors schooled in the main constituents of a balanced portfolio (stocks and bonds). Even educated investors had to quickly remind themselves that fixed income securities can lose value and that stocks aren’t the only asset class that can fluctuate every now and again.
Alternative Quarterly Commentary – Q2, 2023
During the second quarter of 2023, the MacNicol Investment Team observed a number of key developments in the world of alternative assets though we highlight only the most salient ones to you
The Q2 Commentary 2023
Market consolidation, Nvidia, market multiples, Valuations, Interest rates, Central Banks, Mortgage rates
The Monthly – June 2023
There are few things I enjoy more than a genuinely satisfying cup of coffee. The smell, the taste, the overall experience is something I have loved from the very first
The Monthly – May 2023
Sell in May and you will pay… Over the past twenty years I have developed a reputation for making prudent investment decisions for clients at inopportune times.
Alternative Quarterly Commentary – Q1 2023
MacNicol Alternative Asset Trust Quarterly Commentary - April 2023 (Click here to read) The MacNicol [...]
The Q1 Commentary 2023
MacNicol’s Quarterly Commentary - April 2023 With this commentary, we plan to communicate with you [...]