The Weekly Beacon – August 4, 2023
Asset managers, ESG investing, Green investing, Blackrock, Fidelity, Home prices in the UK, British economy, China vs. the USA
3
08, 2023
27
07, 2023
The Weekly Beacon – July 28, 2023
Copper production, Copper stocks, Copper demand, Copper reserves, Southern copper, Freeport-McMoran, Magnificent 7, Technology stocks, Market consolidation, P/E ratios, S&P 500, EPS growth, British billionaire, Joe Lewis, Insider trading, Regional banks, KRE ETF, JP Morgan stock, PacWest and Banc of California merger, Regional bank weakness, FED, powell, FED Funds Rate, Wind power, Offshore wind, Oil producers go green.
25
07, 2023
Alternative Quarterly Commentary – Q2 2023
Alternative Trust Update: The goals of the Alternative Trust are to generate attractive risk-adjusted returns and help alleviate investor reliance on public market investments. During the second quarter of 2023 trust was higher by approximately 1.9% in an environment defined as coping
20
07, 2023
The Weekly Beacon – July 21, 2023
This weeks issue: ESG funds, Tesla, Elon Musk, Electric vehicle ESG scores, S&P Global Intelligence, Phillip Morris, Recession, Calgary Stampede attendance, Consumer spending, Airlines, Cruise stocks, Hotel stocks, Air Canada rebound, Airline volume, NASDAQ 100 vs. global liquidity, Central Banks balance sheets, FED, Interest rates, CPI, Unicorn funding, Venture capital, Private equity, Jim Cramer and his calls.
20
07, 2023
MAAM Research Meeting July 20, 2023
S&P 500, TSX 60, VIX, Bullish vs Bearish Technical Indicators, Charts of the week, Crude oil, Gold prices, S&P 500 earnings, Earnings revisions.
12
07, 2023
The Q2 Commentary 2023
Tiff: Central Bank of Canada Governor Tiff Macklem was once the head of the University of Toronto’s business school: maybe he should consider a return to academia. Whether or not the bank’s current policy course stands to benefit Canadian consumers and businesses is today more of a wild guess. Governor Macklem and company raised rates because they felt inflation continues to be high and that the Canadian economy is more “resistant” to rate hikes (note quotes). Even if you accept the pretense that the economy needs further monetary curtailment, the bank might not be considering an important variable here.
12
07, 2023
The Weekly Beacon – July 14, 2023
This weeks issue: Credit cards, Credit conditions, Credit card stocks, Visa stock, Mastercard stock, Visa IPO, Nancy and Paul Pelosi buy Visa, Insider trading in Washington
6
07, 2023
The Weekly Beacon – July 7, 2023
Record travel volume, Interest rates, Inflation, FED minutes, Market sentiment, Fear and greed monitor, Market melt-up, Chinese economy, Recessions, Chinese manufacturing.
29
06, 2023
Inflation Debate: Woody Brock vs. David Rosenberg
MacNicol & Associates’ hosted a webinar on June 29th, 2023 where Woody Brock and David Rosenberg debated inflation and other economic metrics.
29
06, 2023
MacNicol Webinar Music Royalties
MacNicol & Associates’ hosted its monthly webinar where Michael Baker, from ICM Group joined us to talk about music royalties as an asset class. MacNicol's Alternative Asset Trust has made an investment in ICM Group's Music Royalties Fund which exposes investors to a variety of genres and music vintages.
