The Monthly Commentary – November 2025
Mining, Periodic table, Critical minerals, China, U.S. Trade, Tariffs, Trump vs. Xi, Job revisions, Unemployment, BLS, Elon Musk and DOGE
13
11, 2025
13
11, 2025
The Weekly Beacon November 14, 2025
Texas, Coinbase, Elon Musk, Texas stock exchanges, AI, AI spending, Capex, Leverage in AI, CoreWeave, Meta, Oracle, Nvidia, Housing market, Affordability, 50 year mortgage, Loblaws, Consumer staple earnings, TSX earnings
6
11, 2025
Episode 38: Q3 Performance & The Global Investment Landscape: Grata’s Path Forward
This conversation provides a comprehensive update on Grata's Q3 2025 performance, highlighting significant growth in contracted revenues and annual recurring revenue. The discussion transitions into broader market trends, focusing on stock performance, economic indicators, and trade relations, particularly between the US and emerging markets. The conversation also delves into sector-specific analyses, including energy, [...]
6
11, 2025
The Weekly Beacon November 7, 2025
Earnings, Fast food restaurants, Gold, Silver, Precious metals, Governments, Monetary policy, BRICS, Tariffs, CPI, Yum Brands, P/E ratios
30
10, 2025
The Weekly Beacon October 31, 2025
FED, Bank of Canada, Interest rates, Quantitative tightening, Liquidity, Uranium, Nuclear energy, Cameco, Brookfield, Nuclear energy, M&A, Regional banks, Financial stocks, Trump, Xi, China, South Korea
23
10, 2025
Episode 37: MacNicol Weekly Research | Elder Care Update and Market Insights
The conversation covers various topics including updates on elder care and Real Vision's performance, market trends, economic indicators, stock market volatility, the outlook for gold and precious metals, dynamics in the crypto market, and economic insights and predictions. The discussion highlights the resilience of certain sectors, the impact of market volatility, and [...]
23
10, 2025
The Weekly Beacon October 24, 2025
Waste Connections, Consumer staples, Earnings, SPACs, Chamath, IPOs, Alcohol, Americans drinking less, Foreign Central Banks, Gold, Silver, Gold Miners, OpenAI, Investment banking, Applications of AI, FED, Interest rates
22
10, 2025
A Smarter Retirement Plan Your Advisor Probably Never Mentioned
Most retirement advice focuses solely on accumulating enough wealth to support your lifestyle post-career. But what if your retirement plan could do a lot more? What if it could also: Outlive you Transfer seamlessly to your loved ones Fuel lasting generational wealth Avoid probate altogether While RRSPs and TFSAs are familiar to most Canadians, [...]
16
10, 2025
The Weekly Beacon October 17, 2025
Beyond Meat, IPOs, Hype stocks, JPMorgan, Jamie Dimon, Wall Street Earnings, Critical industries, Consumers, Economic indicators, China - U.S. trade talks, tariffs, volatility, Xi vs. Trump
15
10, 2025
The Quarterly Commentary – Q3 2025
PE ratios, Valuations, Tech Sector, Nvidia, Gold, Concentration risk, Markets, Warren Buffett, Berkshire Hathaway, Buffett Indicator, Investor bias during meltup
