MacNicol’s Quarterly Commentary - January 2021 We got through this… Subjectively, 2020 was a disastrous calamity none of us will ever forget and many of us are still grappling with today. Yet, from an investment standpoint 2020 was a lot less heart breaking than it might have been. This time last year, we really did [...]
MacNicol’s Monthly Commentary - December 2020 Twenty-one years ago, on December 6th, 1999, shares of Amazon hit $113. In and around that time many investment professionals, including our colleague, Ross Healy, began warning that unproven technology companies were overvalued, fraught with risk and poised for collapse... Click the link below to download the full [...]
MacNicol’s Monthly Commentary - November 2020 Donald Trump is 74 years of age. Joe Biden is 77 and will be turning 78 around the time of the US Thanksgiving. Neither man made age an issue in their respective campaigns, because quite frankly President Trump presented enough “issues” in his campaign and indeed during his entire [...]
MacNicol’s The Alternative Quarterly Commentary- October 2020 The MacNicol Alternative Asset Trust is a multi-strategy, alternative investment platform designed to generate returns that are positive and uncorrelated with public stock or bond markets. The Trust, through its underlying limited partnerships invests in real estate, private equity and hedge funds. In total the Alternative Trust is [...]
MacNicol’s Quarterly Commentary - October 2020 Bored boards, fickle investors… There is an old expression in real estate that has been around for a long time. It goes a little something like this: “a 2x4 doesn’t care whether it goes into a shack or a mansion”. Given the run up in lumber prices this year [...]
MacNicol’s Monthly Commentary - September 2020 You have to admit that Jeopardy is one darn good game show. Its the sort of mental diversion one can take to temporarily “zone out” of all of life’s challenges but in a way that leaves your mind feeling clear, well balanced and alert. One obvious category would have [...]
MacNicol’s Monthly Commentary - August 2020 The concept of time is a funny thing. Sometimes one hour feels like an eternity and sometimes one year feels like the blink of an eye. Oddly enough, when I reflect upon the year so far, it is as if the year has passed in a blink of an [...]
MacNicol’s Quarterly Commentary- July 2020 Even if you do not follow the stock market regularly, you probably do know that it plunged big-time in late March on fears that the coronavirus pandemic would halt an economic expansion that was 11 years in the making. Mandatory coronavirus shutdowns and travel restrictions eradicated not only a sizable [...]
MacNicol’s The Alternative Quarterly Commentary- July 2020 The MacNicol Alternative Asset Trust is a multi-strategy, alternative investment platform designed to generate returns that are positive and uncorrelated with public stock or bond markets. The Trust, through its underlying limited partnerships invests in real estate, private equity and hedge funds. In total the Alternative Trust is [...]
MacNicol’s Monthly Commentary - June 2020 Don’t look now but the S&P500 is back over 3,000 points. Yes, I let out an incredulous gasp myself. The absolute level of the S&P500 was thing but I was much more surprised by the speed the index “tore” away from a well defined trading channel during most of [...]
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