The Weekly Beacon – June 12, 2026
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
11
06, 2026
5
06, 2026
Episode 71: Markets on EDGE! – MAAM Weekly Research Meeting
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 [...]
4
06, 2026
The Weekly Beacon – June 5, 2026
Alphabet, Hyperscalers, Equity issuance, IPO market, Anthropic, SpaceX, Record IPOs, HPE earnings, Increased demand, AI trade, Berkshire Hathaway, GOOG stock
29
05, 2026
Episode 70: Markets Moving Higher – MAAM Weekly Research Meeting
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 [...]
28
05, 2026
The Weekly Beacon – May 29, 2026
Oil, Interest rates, Inflation, Iran, Trump, IPO market, SpaceX, Space stocks, EV stocks, Pipeline stocks, Energy stocks, Silver prices, Real estate, ETF market
22
05, 2026
Episode 69: Markets Take a Breather – MAAM Weekly Research Meeting
Share This Post Today! As markets take a breath, 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 discussion [...]
22
05, 2026
The Weekly Beacon – May 22, 2026
Markets will enter the week of May 25th with investors focused heavily on whether the AI-driven rally can continue following NVIDIA's earnings report, and the market's reaction to it.
20
05, 2026
The Monthly Commentary – May 2026
Click here for the PDF: The Monthly May 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 [...]
20
05, 2026
Episode 68: Protecting Wealth in Uncertain Markets
Share This Post Today! MacNicol & Associates Asset Management hosted a presentation at The York Club in Toronto featuring David Rosenberg of Rosenberg Research and Alex Dancy of Lionscrest Advisors.Hosted by Dave MacNicol, the discussion covered today’s market backdrop, key risks facing investors, and the role portfolio insurance can [...]
20
05, 2026
The mainstreaming of private markets is creating a worrying illusion
Click here to view this article posted on theglobeandmail.comMay 20, 2026 David MacNicol is president and portfolio manager at MacNicol & Associates Asset Management. Private investments are increasingly being marketed as the next frontier for retail investors. What was once largely reserved for institutions and ultra-high-net-worth investors is becoming far more [...]
