Alternative Quarterly Commentary – Q3 2024
Elections, private real estate, exits in private equity, hedge funds, alternative assets
28
10, 2024
24
10, 2024
The Q3 Commentary 2024
US election, Congress, Tax cuts, Trading, Trade partners, Immigration, China, Magnificent 7
24
10, 2024
The Weekly Beacon – October 25, 2024
Bank of Canada, interest rates, Inflation, Economy, Canadian Dollar, Verizon stock, Telecommunications market, Value stocks, Dividends, Warren Buffett, Berkshire, Share repurchases, Wall Street titans, FED, Stanley Druckenmiller, Shorting bonds
21
10, 2024
MAAM Research Meeting October 17, 2024
S&P 500, TSX 60, VIX, Bullish vs Bearish Technical Indicators, Alternative Investments, iShares US Transportation ETF, Volatility - Extreme Moves, Real Estate Holdings.
17
10, 2024
The Weekly Beacon – October 18, 2024
Housing bubble, Housing affordability, Housing supply, ETF investor flow, Energy sector, XLE ETF, Presidential odds, Tariffs, Earnings season, United Airlines results Q3, Airline stocks, Nuclear energy, Data center energy demand, Tech stocks go nuclear, Semiconductor earnings, ASML, Earnings growth for markets
10
10, 2024
The Weekly Beacon – October 11, 2024
China, Chinese stimulus, MCHI ETF, Treasury Yields, Bond market, Inflation, Uber, Buses, Robotaxis, Hurricane season, Hurricane Milton, Insurance stocks, Florida hurricane damage, Oil acquisitions, Canadian Natural resources, Oil sands, Nvidia stock, Semiconductor stocks
3
10, 2024
The Weekly Beacon – October 4, 2024
Oil, Middle east, Iran and Israel, Gold, Oil production breakeven, Supply chains, Dockworker strike, Shortages, Inflation, Defense stocks, Lockheed Martin stock, war, Short sellers, china, Chinese stimulus, Emerging markets, SoftBank, WeWork, OpenAI, AI,
3
10, 2024
MAAM Monthly Market Update October 2024
September Update: Nasdaq 100, TSX 60, Gold prices, Investor sentiment, Canadian equities, Private equity, Private equity funds, Cash flows, market technicals.
26
09, 2024
MAAM Research Meeting September 26, 2024
S&P 500, TSX 60, VIX, Bullish vs Bearish Technical Indicators, Alternative Investments, Real estate, Florida office space, IP Capital partners, Industrial real estate, Valuations, China, ETFs, Stock picks.
26
09, 2024
The Weekly Beacon – September 27, 2024
China stimulus,Argentina, socialism, Housing market, People's Bank of China, Chinese interest rates, Nuclear news, Nuclear energy, Microsoft-Constellation energy, Nuclear reactors, UEC stock, UEC acquisition, M&A activity, AI stocks, Semiconductors, Intel stock, Apollo Global Management, Qualcomm, regulation
