The Q4 Commentary 2023
U.S. deficit, economic data, Job openings, Crypto, Bitcoin, SEC and Bitcoin, Behavioral investing.
18
01, 2024
18
01, 2024
The Weekly Beacon – January 19, 2024
This weeks issue: FED members, FED policy, Interest rates, G7 countries, G7 real estate, Canadian real estate bubble, Government spending, Housing starts in Canada, Spirit airlines, JetBlue Spirit deal collapse, Government breaks merger, SAVE stock, Taiwan election, China vs. the U.S., Chinese tech stocks versus U.S. tech stocks, technology stocks, China economy, China growth, Burger King stock, Restaurant Brands International stock, Carrols Restaurant Group stock, Uranium stocks, Sprott Uranium Trust, Kazatomprom production, Cameco stock, France and nuclear energy.
11
01, 2024
The Weekly Beacon – January 12, 2024
This weeks issue: Oil seasonality, Oil prices, Seasonality for markets, Netflix stock, Netflix strategy, Netflix spending, Debt to finance operations, America and football, NFL dominance, TV viewership, Streaming and sports, Oil elusiveness, EIA 2025 oil demand forecast, Oil market expansion, Global EV market, Tesla versus BYD, Tesla stock, Chinese auto market, ESG and Asset Managers, S&P 500 companies ESG strategy.
4
01, 2024
MAAM Research Meeting January 4, 2024
S&P 500, TSX 60, VIX, Bullish vs Bearish Technical Indicators, Alternatives, Streaming Industry, Market Fundamentals.
4
01, 2024
MAAM Monthly Market Update January 2024
January Update: S&P 500, TSX 60, U.S. 10 year treasuries, Interest rates, Oil prices, Emerging markets, EWW stock, Mexican stocks, Technical indicators, Small caps versus large caps, Music royalty business, alternative assets, Music streaming industry.
4
01, 2024
The Weekly Beacon – January 5, 2024
This weeks issue: Bitcoin price, Bitcoin spot ETFs, SEC and Bitcoin, Jim Cramer on Bitcoin, Fidelity, Elon Musk and X, X value collapses from Musk purchase price, Worlds richest men, U.S. regional banks, U.S. bank failures of 2023, Debt levels in the U.S., Federal interest expense expands, Congress market performance, Unusual whales tracking, Rise of autocracy, Autocracy versus democracy, Shipping stocks, Red Sea blockage, Freight rates, Maersk shipping, FED minutes, Money to retire in each U.S. state, Retiring.
21
12, 2023
The Weekly Beacon – December 22, 2023
Interest rates, Inflation, U.S. election, S&P 500 performance 2023, Housing demand, GDP per capita in Canada, GDP per capita in the U.S., U.S. housing market, Housing demand in Canada,
14
12, 2023
The Weekly Beacon – December 15, 2023
Federal government interest costs, Costs of rising rates, Social security payments.
12
12, 2023
The Monthly – December 2023
Told you…The late Charlie Munger once said, “The best thing a human being can do is help another human being know more”, and we completely agree. Could one human who may benefit from knowing more be Bank of Canada Governor Tiff Macklem? Macklem’s Bank of Canada (BOC) recently convened to offer Canadian consumers and businesses its view on the economy, inflation, and financial markets, and to administer their latest decision on interest rates. The decision on interest rates was self-explanatory: no change. But knowing why the BOC suddenly threw the idea of further rate hikes under the bus requires some digging1. In any event, for the time being this country’s trend setting interest rate will remain at 5%. In his remarks, Macklem acknowledged that global economy momentum continues to cool, and this has caused inflation to ease further. Reductions in long-term inflation expectations caused a mini rally in the bond market, with long yields retracting from peak levels in early October. Canadian economic growth stalled, and consumption growth was near zero. Business investment was flat over the past year although government spending and new home construction boosted an otherwise lukewarm fiscal spending picture.
11
12, 2023
A Year in Review and Forecasting 2024
MAAM's investment team hosted a webinar on December 11th, 2023 where they recapped 2023 and gave a forecast for 2024. The team went over the global economy, interest rates, inflation, debt markets, equity markets, and much more. The team gave their top investment picks and recapped a wild year. Joe Pochodyniak also went over the Alternative Asset Trust and what he sees in the private world moving forward.
