Politics, Trudeau, Canada, Bond yields, Inflation expectations, UK Treasury yields, Wall Street forecasts, S&P 500 targets, News Corp, Rupert Murdoch, Communication stocks, Oil, Energy stocks, Indian stocks, Indian growth
Nuclear energy, Constellation energy, Uranium, Market downturn, Lack of market breadth, Interest rates, FED decision, Inflation, Natural gas, U.S. shale, energy demand, AI and energy correlation, Canada, GDP growth, Finance Minister of Canada, Loonie, Chinese auto market, Crypto, Fartcoin, Bitcoin
HPE stock, Value stocks in AI, AI revenue and earnings growth, Management discussion and analysis AI stocks, Money market flows, Nvidia, China government, GDP per capita by state and country, Energy outlook from IEA, Oil market, Inflation, CPI, Bitcoin, Microsoft, Crypto, Stocks, MicroStrategy, Interest rate expense, Government spending
Intel, Corporate shakeup, AI growth, Semiconductors, UnitedHealth Group, GM sales, Chinese auto market, U.S. markets vs. the world, Global equities, EV sales, Changing auto market, Retail sales, Buy now-pay later, Affirm Holdings, Amazon, South Korea, Martial Law, Private credit growth, BlackRock
Bitcoin, Bitcoin reserves, M2 Money Supply, Brazil, US Bitcoin ETFs, European stocks, American stock dominance, Economic growth, Leveraged ETFs, P/E ratios, Sentiment from investors, Russian energy, Nuclear energy, Enriched uranium
Global emissions, Emissions by country, Western decarbonization, Energy usage and economic prosperity, SMCI's major issues, Audited financials, China ETF flows, China stimulus, David Tepper and China, Insider sales, Japan and China dump US Treasuries, Trump Secretary of Treasury pick, Private equity, Blackstone, Jersey Mike's Subs
Expensive stocks, P/E ratio of the S&P 500, Relative Strength, Emerging Markets, Tariffs and China, Apple will be impacted by tariffs, Trump's love of tariffs, Nuclear energy, Sprott Uranium Trust, Department of Government Efficiency, Elon Musk, Tesla, S&P 500 forecast, Edward Yardeni
M&A Activity, U.S. Steel, Investment Bankers, Gold, Trump victory, Jim Cramer, Super Micro Computers, Nvidia analysis, Worlds most valuable company, Energy M&A, Step Energy, Private equity, Election waves, 2024 election, Trump vs. Harris, Election day in America
Alphabet earnings, AI growth, Election polling, DJT stock, Twitter valuation, Super Micro Computers sock, auditors, Interest payments, debt servicing, U.S. government, Uranium bull market, Uranium demand, AI energy demand, Chinese economy, Chinese billionaires, Treasury yields, Oil prices, OPEC supply
Bank of Canada, interest rates, Inflation, Economy, Canadian Dollar, Verizon stock, Telecommunications market, Value stocks, Dividends, Warren Buffett, Berkshire, Share repurchases, Wall Street titans, FED, Stanley Druckenmiller, Shorting bonds
3323 NE 163 Street, PH-704
North Miami Beach, FL 33160
Tel: 305-210-3040
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3080 Yonge Street, Suite 4076
Toronto, Ontario M4N 3N1
Tel: 416-367-3040
Toll Free: 1-866-367-3040
Email: info@macnicolasset.com
Welcome to MacNicol & Associates Asset Management. We offer professional global investment management and advisory services to individuals, family trusts, estates, holding companies and charitable foundations.
