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.
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05, 2026
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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 [...]
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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 [...]
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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 [...]
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05, 2026
Episode 67: Market At Extremes – MAAM Weekly Research Meeting
Share This Post Today! With markets pushing technical extremes, 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. [...]
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05, 2026
The Weekly Beacon May 15, 2026
University of Michigan Endowment, OpenAI, Long term investing, Private credit, KKR, Apollo, Investor fund redemption, Semiconductors, Nvidia, AMD, IPOs, Cerebras, Rare Earth stocks, China, Trump, Xi, Iran, Gold, Gold miners, Central Banks
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05, 2026
Episode 66: Full Steam Ahead? MAAM Weekly Research Meeting
Share This Post Today! With markets pushing even higher again, 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 [...]
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05, 2026
The Weekly Beacon May 8, 2026
Energy stocks, Strait of Hormuz, Recessions, Earnings, Marriott International, Meme stocks, GameStop, eBay, Oil prices, Industrial, Eaton Corp, AI deals, Government spending, Nvidia
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05, 2026
Episode 65: New Risks Emerging? MAAM Weekly Research Meeting
Share This Post Today! With markets breaking to new all time highs again, 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 [...]
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04, 2026
The Weekly Beacon May 1, 2026
Canada, Sovereign wealth fund, Gold, Government deficit, Energy stocks, Canadian energy, Oil and gas demand, Shell, Arc Resources, OPEC, UAE, Global oil demand, Iran, OpenAI, Microsoft, AI, Nvidia
