MacNicol’s Monthly Commentary- June 2019 I love pancakes, most people do. Pancakes are delicious, satisfying and a magnificent breakfast to enjoy before a day of sight seeing. They are also flat. Really flat. So flat is my guilty breakfast pleasure that they take me back nearly 20 years to an evening I spent at the [...]
MacNicol's Monthly Commentary-May 2019 Trade only when the market is clearly bullish or bearish…so which is it? Jesse Livermore famously said, “Trade only when the market is clearly bullish or bearish”. I really wish it were that simple. Although markets have for the most part performed well in 2019 the arrival of May has dumped [...]
MacNicol’s Quarterly Commentary- April 2019 I was lucky enough to spend the 2019 March Break in Orlando, Florida. The weather was perfect in every way and daily text messages from freezing Toronto made Florida’s sunny delight even more sublime. The other thing that (secretly) gave me pleasure down south was the dramatic - and expanding [...]
MacNicol’s The Alternative Quarterly Commentary- April 2019 The MacNicol Alternative Asset Trust is a multi-strategy, alternative investment platform designed to generate positive and uncorrelated returns against the public stock and bond markets. The Trust, through its underlying limited partnerships, is invested in private real estate and mortgages, private equity and multi-strategy hedge funds. Combined, the [...]
MacNicol's Monthly Commentary-March 2019 The Great Pivot At one point this week meeting minutes from four of the worlds major central banks were on my desk. Though much digital ink was spent disentangling what went wrong with preordained interest rate hikes and balance sheet reductions nothing quite satisfies a craving like the real thing. Besides [...]
MacNicol's Monthly Commentary-February 2019 The Death of Indexing? Thankfully the word "giant" is not used liberally in the investment world and that’s a very good thing. These days it seems that everyone in our industry is either a Vice President or a Director, so it can be difficult for investors to know who to listen [...]
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