In this podcast episode, Jeff Hirsch from Stock Traders Almanac discusses his insights on market forecasts, seasonal patterns, inflation, and investment strategies. He emphasizes the importance of historical data in predicting market trends and shares his thoughts on the current economic landscape, including the potential for a super boom and the impact [...]
In this week's investment research meeting, the team reviews various topics including Maison Capital's quant fund and impressive sharp ratio, AI's impact on various industries, particularly software and finance, the ongoing rotation out of growth and into defensives, commodities, rates, the dollar, and crypto.
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
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
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