Monthly Commentaries

MacNicol's Monthly Commentary-March 2019 The Great Pivot At one point this week meeting minutes from four of the worlds major central banks were on my desk. Though much digital ink was spent disentangling what went wrong with preordained interest rate hikes and balance sheet reductions nothing quite satisfies a craving like the real thing. Besides [...]

MacNicol's Monthly Commentary-February 2019 The Death of Indexing? Thankfully the word "giant" is not used liberally in the investment world and that’s a very good thing. These days it seems that everyone in our industry is either a Vice President or a Director, so it can be difficult for investors to know who to listen [...]

MacNicol's Monthly Commentary-December 2018 Back on August 4th, 2018 Apple became the world's first Trillion-dollar company and no that isn’t a typo. Putting Apple’s peak in perspective was easy: line up seven companies the size of Toronto-Dominion Bank and toss in a small sized insurance company for good measure and you pretty much had your [...]

November 2018   MacNicol Monthly Commentary November 2018 

September 2018   CLICK HERE to read the September 2018 Monthly Commentary

August 2018   CLICK HERE to read the August 2018 Monthly Commentary

June 2018    CLICK HERE to read the June 2018 Monthly Commentary

May 2018   CLICK HERE to read the May 2018 Monthly Commentary

March 2018    CLICK HERE to read the March 2018 Monthly Commentary

January 2018 Click Here to read the January 2018 Monthly Commentary