Alternative Quarterly Commentary – Q2 2025
Trade wars, private companies, private real estate, exits in private equity, hedge funds, alternative assets
21
07, 2025
9
07, 2025
The Quarterly Commentary – Q2 2025
S&P 500, Nasdaq, Valuations, Price to Earnings ratios, Earnings, Dividends, Bell Stock, Balanced portfolios, Tariffs, Real estate, Fixed mortgage rates, Past repeats the present
10
06, 2025
The Monthly Commentary – June 2025
Europe, European Union, Tariffs, trade deals, Canada, Share buybacks, Behavioral theory
13
05, 2025
The Monthly Commentary – May 2025
S&P 500, Inflation, Trump, Government spending, Trade war, Tariffs, Powell, Yields, Markets
14
04, 2025
The Quarterly Commentary – Q1 2025
Nasdaq, S&P 500, Bear markets, Automakers, Tariffs, Market risk factors, Cars sold by country, Linamar
12
03, 2025
The Monthly Commentary – March 2025
S&P 500, Inflation, Trump, Government spending, Trade war, Tariffs, Powell, Yields, Markets
11
02, 2025
The Monthly Commentary – February 2025
Canadian equities, Energy ETFs, TSX stocks, Uranium, Investor bias, Timber stocks, Trade wars, Tariffs
23
01, 2025
Alternative Quarterly Commentary – Q4 2024
Election, interest rates, private companies, private real estate, exits in private equity, hedge funds, alternative assets
16
01, 2025
The Q4 Commentary 2024
FED, yield curve, FOMC meetings, Draft Kings, Betting, SPACs, Shipping stocks, China, Investing resolutions
23
12, 2024
The Monthly – December 2024
SEC, Regulators, Paul Atkins, Crypto, Gensler, Crypto Markets, Magnificent 7, Equity Markets, Earnings, Fees for managing
