The Monthly Commentary – February 2026
RRSP, Behavioral investing, Silver, EVs, Precious metals, Investing
19
02, 2026
30
01, 2026
From David’s Desk – January 2026
Opening Thoughts As we begin a new year, I wanted to introduce a new way of communicating about the firm. From David’s Desk is intended to be a regular reflection–an opportunity to share perspective after more than 2 decades–on how MAAM is evolving, how we think about markets, and how we approach investment [...]
29
01, 2026
Alternative Quarterly Commentary – Q4, 2025
Real estate, private equity, Hedge funds, emerging markets, IPOs, Industrial real estate, Land banking, Alternative debt fund
15
01, 2026
The Quarterly – Q4 2025
2025 Market Recap, Precious Metals, Equities, US Policy, Stronger Loonie, The Jevons Paradox
12
12, 2025
The Monthly Commentary – December 2025
risk, FED, interest rates, Bank of Japan, Nvidia, Microsoft, Jerome Powell, Trump
13
11, 2025
The Monthly Commentary – November 2025
Mining, Periodic table, Critical minerals, China, U.S. Trade, Tariffs, Trump vs. Xi, Job revisions, Unemployment, BLS, Elon Musk and DOGE
23
10, 2025
Alternative Quarterly Commentary – Q3, 2025
Trade wars, private companies, private real estate, exits in private equity, hedge funds, alternative assets
15
10, 2025
The Quarterly Commentary – Q3 2025
PE ratios, Valuations, Tech Sector, Nvidia, Gold, Concentration risk, Markets, Warren Buffett, Berkshire Hathaway, Buffett Indicator, Investor bias during meltup
15
09, 2025
The Monthly Commentary – September 2025
Mining, Periodic table, Critical minerals, China, U.S. Trade, Tariffs, Trump vs. Xi, Job revisions, Unemployment, BLS, Elon Musk and DOGE
18
08, 2025
The Monthly Commentary – August 2025
Shopify, Canada's largest companies, Tariffs, Online sales, Corporate profits, warren Buffett, Behavioral investing
