The Quarterly – Q2 2026
Oil Round-Trips Back to Pre-War Levels, A New Fed Chair, Behavioural Investing: The Comfort and Cost of Cash
13
07, 2026
15
06, 2026
The Monthly Commentary – June 2026
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 [...]
20
05, 2026
The Monthly Commentary – May 2026
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 [...]
13
04, 2026
The Quarterly – Q1 2026
Markets, Investing, Geopolitics, risks, Iran, Commodities, Oil, Energy
19
03, 2026
The Monthly Commentary – February 2026
Markets, Conflict, War, Risk in markets, Safe Harbour fund, goEasy, Loan losses, Stock crashes, Bad loans, Energy prices, war, market performance in war,
19
02, 2026
The Monthly Commentary – February 2026
RRSP, Behavioral investing, Silver, EVs, Precious metals, Investing
15
01, 2026
The Quarterly – Q4 2025
2025 Market Recap, Precious Metals, Equities, US Policy, Stronger Loonie, The Jevons Paradox
15
10, 2025
The Quarterly Commentary – Q3 2025
PE ratios, Valuations, Tech Sector, Nvidia, Gold, Concentration risk, Markets, Warren Buffett, Berkshire Hathaway, Buffett Indicator, Investor bias during meltup
15
09, 2025
The Monthly Commentary – September 2025
Mining, Periodic table, Critical minerals, China, U.S. Trade, Tariffs, Trump vs. Xi, Job revisions, Unemployment, BLS, Elon Musk and DOGE
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
