The Monthly Commentary – February 2025
Canadian equities, Energy ETFs, TSX stocks, Uranium, Investor bias, Timber stocks, Trade wars, Tariffs
11
02, 2025
6
02, 2025
The Weekly Beacon – February 7, 2024
Tariffs, Canada, Mexico, Gold Mining stocks, Gold, Alphabet, AI capex spending, Pipelines, Energy, Oil, Energy consumption
6
02, 2025
MAAM Monthly Market Update February 2025
February Update: Technical indicators, Nasdaq, Dow Jones, Copper, Gold, Real estate logistics, Bridge Investment group, Downside protection
31
01, 2025
MAAM Research Meeting January 31, 2025
S&P 500, TSX 60, VIX, Bullish vs Bearish Technical Indicators, Alternative Investments, Uranium prices, Hedge funds, Market fundamentals.
30
01, 2025
The Weekly Beacon – January 31, 2025
Tariffs, Canada, Mexico, DeepSeek, China, Nvidia, AI, Uranium, GDP per capita, FED, Jerome Powell, FED, Mining companies, Precious metals
23
01, 2025
The Weekly Beacon – January 24, 2025
Energy policy, Venezuela oil, Tariffs from the U.S., Global trade, Inauguration, Procter & Gamble, Tech investment, Larry Ellison, Magnificent 7, Softbank,
23
01, 2025
Alternative Quarterly Commentary – Q4 2024
Election, interest rates, private companies, private real estate, exits in private equity, hedge funds, alternative assets
16
01, 2025
The Q4 Commentary 2024
FED, yield curve, FOMC meetings, Draft Kings, Betting, SPACs, Shipping stocks, China, Investing resolutions
16
01, 2025
MAAM Research Meeting January 16, 2025
S&p;P 500, TSX 60, VIX, Bullish vs Bearish Technical Indicators, Alternative Investments, Market pullbacks, U.S. Federal Spending, Gold price, Oil prices, Energy policy.
16
01, 2025
The Weekly Beacon – January 17, 2025
Natural gas, U.S. LNG producers and exports, Russian gas, Venture Global, Energy IPOs, M&A activity, U.S. Steel, Nippon Steel, Cleveland Cliffs, Biden regulatory hurdles, Markets in 2024, Starbucks policy changes, Starbucks new CEO, Howard Hughes, Pershing Square, Bill Ackman, Reverse merger
