Alternative Quarterly Commentary – Q1 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.
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04, 2023
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04, 2023
The Weekly Beacon – April 21, 2023
This weeks issue: Apple credit card, Apple diversification, GDP by country, Market capitalization by company, FDIC, Interest rates, Buffett, Streaming industry, Netflix, Paramount Global stock, Berkshire Hathaway, OPEC, Oil prices, Pricing power, Gambling, Investor sentiment, Patience, Recession indicators, Ferrari stock, Tesla stock, LVMH, Worlds richest person, 2023 stock market rally, Large capitalization stocks.
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04, 2023
The Weekly Beacon – April 14, 2023
This weeks issue: Defense spending, Defense sector, Rare Earth Metals, Copper, Industrial Metals, EV metals, Renewable energy, Trade restrictions, Interest rates, Inflation, CPI, Energy prices, Warren Buffett, Berkshire Hathaway, Bitcoin, Japanese trading houses, Conglomerates, WeWork, Adam Neumann, Credit conditions, FED, FED Funds Rate, Jerome Powell, Fyre Festival, China, NATO.
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04, 2023
The Q1 Commentary 2023
MacNicol’s Quarterly Commentary - April 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 [...]
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04, 2023
The Weekly Beacon – April 7, 2023
Click here for the PDF: The Weekly Beacon April 7 2023 We will be giving some macro economic market updates on a weekly basis. No equity recommendations will be given in this commentary, and we encourage you to contact us if you have questions regarding any observations. Feel free to send in your pictures of [...]
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04, 2023
MAAM Research Meeting April 6, 2023
S&P 500, TSX 60, VIX, Bullish vs Bearish Technical Indicators, Gold Prices, Oil Prices, Energy Stocks, Growth vs. Value Stocks, Metals, US Treasuries, Project Memory Care, Private Equity Holdings, Alternative Assets. Email info@macnicol.com to receive more of our commentary.
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03, 2023
MAAM Research Meeting March 30, 2023
MAAM Research Meeting - March 30, 2023 S&P 500, TSX 60, VIX, Bullish vs Bearish, Oil Prices, USD Nose Dive (Weakness), Equity Markets, The FED, Technical Levels for the markets, Global equity Rankings by Country, Mexico Equities, Turkish Equities, Inflation, Interest Rates, Gold Prices, U.S. 10 Year Treasury Yield, Value Stocks vs. Growth Stocks, [...]
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03, 2023
The Weekly Beacon – March 31, 2023
Click here for the PDF: The Weekly Beacon March 31 2023 We will be giving some macro economic market updates on a weekly basis. No equity recommendations will be given in this commentary, and we encourage you to contact us if you have questions regarding any observations. Feel free to send in your pictures of [...]
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03, 2023
The Weekly Beacon – March 24, 2023
Click here for the PDF: The Weekly Beacon - March 24 2023 We will be giving some macro economic market updates on a weekly basis. No equity recommendations will be given in this commentary, and we encourage you to contact us if you have questions regarding any observations. Feel free to send in your pictures [...]
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03, 2023
The Weekly Beacon – March 17, 2023
Click here for the PDF: The Weekly Beacon - March 17 2023 We will be giving some macro economic market updates on a weekly basis. No equity recommendations will be given in this commentary, and we encourage you to contact us if you have questions regarding any observations. Feel free to send in your pictures [...]