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. [...]
Hong Kong Index, Technology stocks, Levered AUM, Google stock, UK election, PE ratio, AI trade, Mega caps, ATD stock, consumer staples
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. [...]
SpaceX, IPO, Equity issuance, Capital growth, Gold, Inflation, Interest rates, Semiconductors, South Korea, EVs, Tesla, Rivian, Lucid, Trump, FED
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 [...]
Share This Post Today! With markets appearing to have found a near-term low, we take a broader look this week to see what is driving recent market action.Our experts provide key insights into the market and perspectives on current investment strategies. We also took a look at the continued [...]
SpaceX, IPO market, OpenAI, Anthropic, Elon Musk, Tesla, China, AI trade, AI investment, Nvidia, Bank of America, Inflation, CPI, Kevin Warsh, Energy markets, Oil inventories
Share This Post Today! As volatility rises, we take a broader look this week to see what is driving recent market action. Our experts provide key insights into the market and perspectives on current investment strategies. We also took a look at the continued volatility in crypto. This [...]
Alphabet, Hyperscalers, Equity issuance, IPO market, Anthropic, SpaceX, Record IPOs, HPE earnings, Increased demand, AI trade, Berkshire Hathaway, GOOG stock
Share This Post Today! As markets move higher after last week's pause, we take a broader look this week to see what is driving recent market action. Our experts provide key insights into the market and perspectives on current investment strategies. We also took a look at the [...]
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