MacNicol’s Monthly Commentary - November 2019 One of the things that working with the MacNicol team can do is help you avoid investment myopia, the natural tendency to focus on the short-term. Apart from helping investors avoid “bubbles” partnering with us can allow your overall cost of investments to fall. In James Montier’s little book [...]
MacNicol’s The Alternative Quarterly Commentary- October 2019 The MacNicol Alternative Asset Trust is a multi-strategy, alternative investment platform designed to generate positive and uncorrelated returns against the public stock and bond markets. The Trust, through its underlying limited partnerships, is invested in private real estate and mortgages, private equity and multi-strategy hedge funds. Combined, the [...]
MacNicol’s Quarterly Commentary- October 2019 Sometimes it really pays to be open minded. For example, this summer I vacationed in beautiful Boston Bar, BC where I was presented with can of beer from someone with the Dead Frog brewery in Aldergrove (a suburb of Langley for all you Torontonians). Dead Frog…I thought to myself…how good [...]
MacNicol’s Monthly Commentary - September 2019 Speaking of efficacy, the on-going trade talks between the US and China have dragged on and domestic economic indicators are beginning to join global ones in their decline. We referenced the slowdown in the US manufacturing sector on the front page of The Monthly noting that Institute of Supply [...]
MacNicol’s Monthly Commentary- August 2019 French novelist and journalist Jean-Baptise Alphonse Karr was famous for coining the phrase “the more things change, the more they remain the same”. We reproduce Karr’s famous quote in his native French to begin this edition of The Monthly and we think it is pretty fitting given the state of [...]
MacNicol’s The Alternative Quarterly Commentary- July 2019 The MacNicol Alternative Asset Trust is a multi-strategy, alternative investment platform designed to generate positive and uncorrelated returns against the public stock and bond markets. The Trust, through its underlying limited partnerships, is invested in private real estate and mortgages, private equity and multi-strategy hedge funds. Combined, the [...]
MacNicol’s Quarterly Commentary- July 2019 I don’t know about you but the recent rally in stocks has me feeling a bit cold, which is surprising. After all, stocks are up quite a bit from the May lows and - after what felt like eons - the weather up here in Toronto beginning to heat up [...]
MacNicol’s Monthly Commentary- June 2019 I love pancakes, most people do. Pancakes are delicious, satisfying and a magnificent breakfast to enjoy before a day of sight seeing. They are also flat. Really flat. So flat is my guilty breakfast pleasure that they take me back nearly 20 years to an evening I spent at the [...]
MacNicol's Monthly Commentary-May 2019 Trade only when the market is clearly bullish or bearish…so which is it? Jesse Livermore famously said, “Trade only when the market is clearly bullish or bearish”. I really wish it were that simple. Although markets have for the most part performed well in 2019 the arrival of May has dumped [...]
MacNicol’s Quarterly Commentary- April 2019 I was lucky enough to spend the 2019 March Break in Orlando, Florida. The weather was perfect in every way and daily text messages from freezing Toronto made Florida’s sunny delight even more sublime. The other thing that (secretly) gave me pleasure down south was the dramatic - and expanding [...]
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