The Quarterly – Q2 2026
Oil Round-Trips Back to Pre-War Levels, A New Fed Chair, Behavioural Investing: The Comfort and Cost of Cash
13
07, 2026
10
07, 2026
Episode 76: A Breakout On The Way? – MAAM Weekly Research Meeting
Share This Post Today! Markets look to be pushing higher from their consolidation range over the last month. Our panel looks at the technical posture, and other developments in this week's research meeting. This discussion is for informational purposes only and does not constitute investment advice. [...]
9
07, 2026
The Weekly Beacon – July 10, 2026
IPO market, Equity issuance, AI spending, Data center buildout, Debt issuance, Amazon, Energy, Oil, Energy spending, China, Trump, Peace deal, Manulife, Insurance industry, Earnings
3
07, 2026
Episode 75: Which Way Will The Market Go? – MAAM Weekly Research Meeting
Share This Post Today! Markets continue to consolidate at the current range over the last month. Our panel looks at the technical posture, and other developments in this week's research meeting. This discussion is for informational purposes only and does not constitute investment advice. [...]
2
07, 2026
The Weekly Beacon – July 3, 2026
Bitcoin, Strategy stock, Michael Saylor, M&A, Spin offs, Comcast, Netflix, Valuations, Investor sentiment, Global equities, July 4th, Canada Day, Index inclusion, SpaceX
26
06, 2026
Episode 74: More Volatility?! – MAAM Weekly Research Meeting
Share This Post Today! New Fed Chair Warsh had his first meeting and set the tone with a hawkish press conference. Our panel looks at that, and other developments in this week's research meeting. This discussion is for informational purposes only and does not constitute investment advice. [...]
25
06, 2026
The Weekly Beacon – June 26, 2026
Hong Kong Index, Technology stocks, Levered AUM, Google stock, UK election, PE ratio, AI trade, Mega caps, ATD stock, consumer staples
19
06, 2026
Episode 73: New Fed Chair Debut – MAAM Weekly Research Meeting
Share This Post Today! New Fed Chair Warsh had his first meeting and set the tone with a hawkish press conference. Our panel looks at that, and other developments in this week's research meeting. This discussion is for informational purposes only and does not constitute investment advice. [...]
18
06, 2026
The Weekly Beacon – June 19, 2026
SpaceX, IPO, Equity issuance, Capital growth, Gold, Inflation, Interest rates, Semiconductors, South Korea, EVs, Tesla, Rivian, Lucid, Trump, FED
15
06, 2026
The Monthly Commentary – June 2026
Click here for the PDF: The Monthly June 2026 With this commentary, we plan to communicate with you every month about our thoughts on the markets, some snapshots of metrics, a section on behavioral investing and finally an update on MacNicol & Associates Asset Management (MAAM). We hope you enjoy this information, and it [...]
