MAAM Monthly Market Update January 2025
January Update: Technical indicators, Bonds, interest rates, Gold, Currencies, Market forecasts, private Equity, Real Vision, Raoul Pal.
2
01, 2025
2
01, 2025
MAAM Research Meeting January 2, 2025
S&P 500, TSX 60, VIX, Bullish vs Bearish Technical Indicators, Alternative Investments, Private companies, Private Equity, Real vision, market fundamentals.
23
12, 2024
The Monthly – December 2024
SEC, Regulators, Paul Atkins, Crypto, Gensler, Crypto Markets, Magnificent 7, Equity Markets, Earnings, Fees for managing
19
12, 2024
The Weekly Beacon – December 20, 2024
Nuclear energy, Constellation energy, Uranium, Market downturn, Lack of market breadth, Interest rates, FED decision, Inflation, Natural gas, U.S. shale, energy demand, AI and energy correlation, Canada, GDP growth, Finance Minister of Canada, Loonie, Chinese auto market, Crypto, Fartcoin, Bitcoin
17
12, 2024
MAAM Research Meeting December 12, 2024
S&P 500, TSX 60, VIX, Bullish vs Bearish Technical Indicators, Alternative Investments, Telmax, Telecommunications, Small caps, Market fundamentals, Annual performance, Growth vs. value.
12
12, 2024
The Weekly Beacon – December 13, 2024
HPE stock, Value stocks in AI, AI revenue and earnings growth, Management discussion and analysis AI stocks, Money market flows, Nvidia, China government, GDP per capita by state and country, Energy outlook from IEA, Oil market, Inflation, CPI, Bitcoin, Microsoft, Crypto, Stocks, MicroStrategy, Interest rate expense, Government spending
6
12, 2024
The Weekly Beacon – December 6, 2024
Intel, Corporate shakeup, AI growth, Semiconductors, UnitedHealth Group, GM sales, Chinese auto market, U.S. markets vs. the world, Global equities, EV sales, Changing auto market, Retail sales, Buy now-pay later, Affirm Holdings, Amazon, South Korea, Martial Law, Private credit growth, BlackRock
5
12, 2024
MAAM Monthly Market Update December 2024
December Update: S&P 500, TSX 60, Technical Indicators, Gold, Central Bank Gold Buying, Safe Harbour Fund, Multiplier Capital, Alternative Assets, Private Equity.
28
11, 2024
The Weekly Beacon – November 29, 2024
Bitcoin, Bitcoin reserves, M2 Money Supply, Brazil, US Bitcoin ETFs, European stocks, American stock dominance, Economic growth, Leveraged ETFs, P/E ratios, Sentiment from investors, Russian energy, Nuclear energy, Enriched uranium
21
11, 2024
The Weekly Beacon – November 22, 2024
Global emissions, Emissions by country, Western decarbonization, Energy usage and economic prosperity, SMCI's major issues, Audited financials, China ETF flows, China stimulus, David Tepper and China, Insider sales, Japan and China dump US Treasuries, Trump Secretary of Treasury pick, Private equity, Blackstone, Jersey Mike's Subs
