The Weekly Beacon – November 10, 2023
Consumer budgets, Inflation vs. prices, Amazon healthcare, Debt servicing, Interest payments, U.S. federal debt.
9
11, 2023
2
11, 2023
MAAM Monthly Market Update November 2023
November Update: S&P 500, TSX 60, Bullish Percentage, Percent Positive Trend, Asset Class Rankings, Tech Reset, Venterra Realty, Private Real Estate, Multi Family Real Estate, Southern Residential Real Estate.
2
11, 2023
The Weekly Beacon – November 3, 2023
China demand issues, Canada Goose Holdings, Yum China, Estee Lauder earnings, Alimentation Couche-Tard, ATD financials, P/E ratios, Offshore wind energy, Orsted, Wind projects.
30
10, 2023
Alternative Quarterly Commentary – Q3 2023
Alternative Trust Update: The goals of the Alternative Trust are to generate attractive risk-adjusted returns using private investment opportunities so investors can reduce their dependence on public market investments. During the third quarter of 2023 the trust was higher by approximately 1.4%. Returns from private real estate and hedge funds were higher during the quarter, and strong enough to offset mixed results in private equity.
26
10, 2023
Real Estate with John Foresi Webinar
MacNicol & Associates’ hosted a webinar on October 26th where we hosted John Foresi of Venterra Realty. John is the CEO and Co-Founder of Venterra Realty. Venterra is a real estate company that specializes in the identification, development, finance, acquisition, and management of multi-family residential communities in the southern United States.
26
10, 2023
The Weekly Beacon – October 27, 2023
Bitcoin, Crypto markets, Asset managers, Retail loves bitcoin, Bitcoin ETF, SEC and Bitcoin, Emerging real estate markets, Midwestern love
24
10, 2023
MAAM Research Meeting October 19, 2023
S&P 500, TSX 60, VIX, Bullish vs Bearish Technical Indicators, Multi strategy hedge funds, Renewable energy ETFs, Inflation, Energy inflation, CPI, FED Funds Rate, Oil prices, Gold prices, Market multiples.
19
10, 2023
The Q3 Commentary 2023
Lead times, lag times, interest rates, Tesla, Business cycles, credit spreads.
19
10, 2023
The Q3 Commentary 2023
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 allows you to better understand what we see going on in the marketplace.
19
10, 2023
The Weekly Beacon – October 20, 2023
Fannie Mae, Housing Market, Debt Markets, Mortgage Market, Bridgewater Associates, Long Term Interest Rates