The Monthly – August 2024
FED Funds Rate, Canada, Switzerland, global Trade, FOMC, Interest rate policy, Inflation, Behavioral investing
17
09, 2024
21
08, 2024
The Monthly – July 2024
Behavioral investing, Crowded trades, Canadian Pension plan, Real estate haircuts, Private real estate, pension plan results, Valuations, Markets, Equity indices, Currencies, USD
25
07, 2024
Alternative Quarterly Commentary – Q2 2024
Alternative asset Trust Commentary for the second quarter of 2024, commentary on hedge funds, private equity, and North American private real estate
16
07, 2024
The Q2 Commentary 2024
Best performing stocks 2024, Valuations throughout the market, P/E ratios, Corrections in the market, Earnings growth, Magnificent 7, Bond market, Yield curves, Tesla, Recency bias
27
06, 2024
The Monthly – June 2024
TD Bank troubles, TD Bank Stock, Bank of Canada, Tiff Macklem, Yield Curve, P/E ratios globally
21
05, 2024
The Monthly – May 2024
Disinflation, FED, Jerome Powell, Volatility Index, Investor exposure to cash, Gold prices, Silver prices, Efficient markets, Metal investors.
30
04, 2024
Alternative Quarterly Commentary – Q1 2024
During the first quarter of 2024, the Trust was higher by 4.1% net of costs, and this brings the Trust’s annualized rate of return since inception [October 2010] to 9.5%underpins a situation where government spending is leading to unsustainable levels of debt and deficit.
24
04, 2024
The Q1 Commentary 2024
Monetary policy, Magnificent seven, Apple stock lagging peers, Commodity prices, Global elections 2024, Royal Canadian Mint, Buying gold, Interest rates, FED, Inflation, Bell shares, Anchoring affect
14
03, 2024
The Monthly – March 2024
Inflation, Federal Reserve, European Central Bank, Gold, Periodic table of elements, Fiscal deficits, Gold stocks, Warren Buffett, Berkshire
20
02, 2024
The Monthly – February 2024
The November-December affect, Price to book ratios, Crypto, Bitcoin, Bank of Japan, Warren Buffett, Behavioral investing
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