From David’s Desk – January 2026
Opening Thoughts As we begin a new year, I wanted to introduce a new [...]
Alternative Quarterly Commentary – Q4, 2025
Real estate, private equity, Hedge funds, emerging markets, IPOs, Industrial real estate, Land banking, Alternative debt fund
The Quarterly – Q4 2025
2025 Market Recap, Precious Metals, Equities, US Policy, Stronger Loonie, The Jevons Paradox
The Monthly Commentary – December 2025
risk, FED, interest rates, Bank of Japan, Nvidia, Microsoft, Jerome Powell, Trump
The Monthly Commentary – November 2025
Mining, Periodic table, Critical minerals, China, U.S. Trade, Tariffs, Trump vs. Xi, Job revisions, Unemployment, BLS, Elon Musk and DOGE
Alternative Quarterly Commentary – Q3, 2025
Trade wars, private companies, private real estate, exits in private equity, hedge funds, alternative assets
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
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
The Monthly Commentary – August 2025
Shopify, Canada's largest companies, Tariffs, Online sales, Corporate profits, warren Buffett, Behavioral investing
