S&P 500, TSX 60, VIX, Bullish vs Bearish Technical Indicators, Alternative Investments, Hedge Fund Investments, Global Macro Investing, Elements Macro, Global Equity Ranks, Country ETF Rankings, Emerging Markets ETF, EEM Stock.
This weeks issue: Discover stock, Capital One stock, Merger in financials, Regulations and the DOJ,Financials sector analysis, Credit card industry, Visa, Mastercard, Russia invasion, China, East versus West, China buying U.S. farmland, China stocks, China attempts to limit short selling, Berkshire Hathaway stock, Buffett top picks 2024 for stock market, Occidental Petroleum stock, Chevron stock, Apple stock, Nvidia earnings, AI chip sales, Nvidia forecast 2025, Nvidia price forecast, Nvidia valuation.
The November-December affect, Price to book ratios, Crypto, Bitcoin, Bank of Japan, Warren Buffett, Behavioral investing
This weeks issue: CPI, Inflation data, Interest rates, Jerome Powell, FED, Bill Ackman, Closed-end funds, Pershing Square Capital, Chinese markets, Chinese debt crisis, Chinese property values, Cathie Wood, Ark Investments, Nvidia stock, Lyft stock, Uber stock, Earnings report, Amazon stock, Amazon and China, Yield curve inversion, Sam Altman, OpenAI, Chip manufacturing.
S&P 500, TSX 60, VIX, Bullish vs Bearish Technical Indicators, Alternative Investments, Telemax, Private Equity, Mexican ETF, Nvidia melt up, Bond market, Mining stocks, Market Fundamentals.
This weeks issue: Adam Neumann, WeWork, Chapter 11 bankruptcy, Oil seasonality, Oil fundamentals, China crisis', India vs. China, Global population, Chinese birth rate, Meta Platforms stock, Meta performance, Meta earnings report, Ford earnings, Traditional versus Electric vehicles, Tesla stock, Tesla earnings, Tesla vs. Ford P/E ratio, Ark Investments performance, wealth destroying ETFs, Cathie Wood and the media.
This weeks issue:Chinese stocks fade, Chinese risks, Super Bowl prices, Elasticity of sports tickets, Taylor Swift, Apple revenue, Apple's quiet issue, iPhone sales, Apple versus Magnificent 7, Tesla used and new prices, Slow Tesla demand, Tesla performance in the cold, Nuclear energy, Uranium price, Building nuclear reactors, U.S. regional banks, Signature bank collapse, New York Community Bancorp stock, FED decision, Sticky inflation.
During the fourth quarter of 2023, the MacNicol Investment Team continued to observe a widening gap between the inflation expectations of market participants and both voting and non-voting central bank officials.Catalyzing our concerns that financial markets may have “jumped to conclusions” when it comes to interest rates and a labor market that stands 200 basis points below its long-term (ex-COVID) average and fiscal profligacy that underpins a situation where government spending is leading to unsustainable levels of debt and deficit.
MAAM's investment team hosted a webinar on January 25th, 2024 and talked about a variety of topics. The team looked at major forecasts by various institutions for the 2024 calendar year. the team over-viewed economic data, interest rate forecasts, the FED, North American valuations and earnings, Emerging Markets tail winds, commodity markets, and Alternative assets, specifically looking at tail risk insurance and private equity.
This weeks issue: Stimulus, Chinese aid package for stocks, Alibaba shares, Chinese tech stocks, Jack Ma, iShares China ETF, Netflix earnings beat, Netflix content spending, Netflix and WWE deal, Streaming industry, Bank of Canada interest rate decision, Bank of Canada policy, Mortgage rates in Canada, Joe Lewis, British billionaire insider trades, Pre election versus election year performance, Nancy Pelosi trading, Unusual whales stock tracking, Nvidia call options, AI technology, Government AI program.
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.
