Alternative Quarterly Commentary – Q2 2026
Real estate, private equity, Hedge funds, Exits, Geographic exposure
Real estate, private equity, Hedge funds, Exits, Geographic exposure
Oil Round-Trips Back to Pre-War Levels, A New Fed Chair, Behavioural Investing: The Comfort and Cost of Cash
Click here for the PDF: The Monthly June 2026 With this commentary, we plan to communicate with you every month about our thoughts on the markets, some snapshots of metrics, a section on behavioral investing and finally an update on MacNicol & Associates Asset Management (MAAM). We hope you enjoy this information, and it [...]
Click here for the PDF: The Monthly May 2026 With this commentary, we plan to communicate with you every month about our thoughts on the markets, some snapshots of metrics, a section on behavioral investing and finally an update on MacNicol & Associates Asset Management (MAAM). We hope you enjoy this information, and it [...]
Real estate, private equity, Hedge funds, Exits, Geographic exposure
Markets, Investing, Geopolitics, risks, Iran, Commodities, Oil, Energy
Markets, Conflict, War, Risk in markets, Safe Harbour fund, goEasy, Loan losses, Stock crashes, Bad loans, Energy prices, war, market performance in war,
RRSP, Behavioral investing, Silver, EVs, Precious metals, Investing
Real estate, private equity, Hedge funds, emerging markets, IPOs, Industrial real estate, Land banking, Alternative debt fund
2025 Market Recap, Precious Metals, Equities, US Policy, Stronger Loonie, The Jevons Paradox