MAAM Research Meeting September 19 2024
S&P 500, TSX 60, VIX, Bullish vs Bearish Technical Indicators, Alternative Investments, Hedge funds, Hedge fund performance, FED, Interest rates, Inflation, Gold, Commodities.
24
09, 2024
19
09, 2024
The Weekly Beacon – September 20, 2024
HPE stock, Multiples, AI stocks, AI tailwinds, State run capitalism, Chinese consolidation, Chinese private companies, Coffee prices, Brazil coffee production, MLSE, Bell stock, Rogers Communications stock, Debt levels, Dividends, AI fund, Energy demand from data centers, FED, Inflation, Jobs market, FED funds rate, Interest rates, FOMC
17
09, 2024
The Monthly – August 2024
FED Funds Rate, Canada, Switzerland, global Trade, FOMC, Interest rate policy, Inflation, Behavioral investing
12
09, 2024
The Weekly Beacon – September 13, 2024
Corporate bankruptcies, Conflicts, Military spending, Election, Ukraine, Nvidia, Volatility, market swings, Palantir, S&P 500 additions, Silver price, Silver applications, China, Chinese Real estate, Luxury stocks, Retail sales, Cash flows, Energy producers, Mining stocks, Price multiples
5
09, 2024
MAAM Monthly Market Update September 2024
September Update: Nasdaq 100, TSX 60, Gold prices, Investor sentiment, Canadian equities, Private equity, Private equity funds, Cash flows, market technicals.
5
09, 2024
MAAM Research Meeting August 29th 2024
S&P 500, TSX 60, VIX, Bullish vs Bearish Technical Indicators, Alternative Investments, Real estate in south Florida, Office real estate, Jurissa Holdings, Private banks, GLD fund, Gold prices, Gold ownership, Oil forecast, Market fundamentals.
5
09, 2024
The Weekly Beacon – September 6, 2024
China population, Chinese median age, economic growth, Currencies, U.S. Dollar, Canadian dollar, Oil market, OPEC, Oversold oil stocks, Energy sector, Home prices, Case-schiller 20 City index, Inflation, Commodity market, Elections, U.S. steel stock, Nippon Steel, November U.S. election, Harris, Trump, Cleveland Cliffs stock
4
09, 2024
MAAM Research Meeting August 22nd 2024
S&P 500, TSX 60, VIX, Bullish vs Bearish Technical Indicators, Alternative Investments, Silver prices, FED, SLV fund, Fear and greed, Cash today.
29
08, 2024
The Weekly Beacon – August 30, 2024
Insider selling, Cava Group, P/E ratio, Fast food industry, Canada and China, Chinese EVs, Pricing in China, Technology stocks, AI upside, Hewlett Packard Enterprise Company, P/E ratios in tech, earnings growth, Super Micro Computer, AI servers, Short sellers, Hindenburg Research, Accounting fraud, Consumers credit card, Credit delinquencies, Credit score, Warren Buffett, Berkshire Hathaway, Apple stock
22
08, 2024
The Weekly Beacon – August 23, 2024
Alimentation Couche-Tard stock, Seven & I Holdings, Convenience store industry, 2025 EBITDA Multiples, Saudi Arabia budget, oil prices, Saudi cash, Public Investment Fund, Payroll revision, Bureau of Labor Statistics, weak economy, Jobs market, JD.com, Walmart in China, Walmart stock, Chinese stocks, ARKK performance, Speculative stocks, Home buyers pause purchases, Mortgage rates.
