Jobs market, Weakness in jobs, FED Chairman, Interest rates, Nuclear energy, Power generation, Renewable energy, Alphabet stock, Hyperscalers, Debt issuance, AI capex spending, Japan election, Japanese markets
In this week's weekly investment research meeting, the team reviews the stellar performance of our alternative assets, including a 10x exit announcement by Alt PM Joseph Pochodyniak. We take a look at the current technical posture of the market, what happened this week, and what are the major economic indicators telling us. Topics [...]
Private equity, fund raising, Software stocks, AI disruption, AES stock, utility providers, Power generation stocks, BlackRock infrastructure, SpaceX, xAI, IPO, OpenAI, AI platforms, FED, Kevin Warsh, Trump, Silver, Gold
In this week's weekly investment research meeting, the team reviews the stellar performance of the alternative assets, asks if its time for gold and silver to take a breather, and looks at some interesting opportunities on the horizon. We cover technical and macro signals including the S&P 500 (SPY), NASDAQ 100 (QQQ), Canadian [...]
FED, Interest rates, Bank of Canada, FED Chair, Trump, Reider BlackRock, India, EU, Trade deals, Emerging markets, General Dynamics, earnings, Defense stocks. Nvidia, CoreWeave, AI
Opening Thoughts As we begin a new year, I wanted to introduce a new way of communicating about the firm. From David’s Desk is intended to be a regular reflection–an opportunity to share perspective after more than 2 decades–on how MAAM is evolving, how we think about markets, and how we approach investment [...]
In this week’s weekly investment research meeting, the team reviews alternative asset performance, global market conditions, and emerging risks across equities, commodities, and real assets. We discuss strong results in U.S. residential and commercial real estate, signs of investor complacency from global fund manager surveys, and why risk mitigation is becoming increasingly [...]
Real estate, private equity, Hedge funds, emerging markets, IPOs, Industrial real estate, Land banking, Alternative debt fund
Tariffs, Global trade, EU, Greenland, Golden dome, Micron, AI chips, M&A, Netflix, Earnings season, Nuclear energy, Uranium, SPUT, Nuclear reactors
3323 NE 163 Street, PH-704
North Miami Beach, FL 33160
Tel: 305-210-3040
Toll Free: 1-866-367-3040
Email: info@macnicol.com
3080 Yonge Street, Suite 4076
Toronto, Ontario M4N 3N1
Tel: 416-367-3040
Toll Free: 1-866-367-3040
Email: info@macnicolasset.com
Welcome to MacNicol & Associates Asset Management. We offer professional global investment management and advisory services to individuals, family trusts, estates, holding companies and charitable foundations.
