The Weekly Beacon March 27, 2026
Gold, Iran conflict, Energy, Vertiv Holdings, Oil flow, Trump, Private credit, Open AI, Financial stocks, Loan losses, Private market asset managers
25
03, 2026
12
03, 2026
The Weekly Beacon March 13, 2026
Economy, 401ks, Consumer balance sheets, Gold, GLD flows, Energy, Oil prices, Iran conflict, Energy transports, Private equity, Ontario Teachers Pension Plan, Pension performance
26
02, 2026
The Weekly Beacon February 27, 2026
Gold, Central Bank purchasing of precious metals, RRSPs, Hardware stocks, software stocks, Warner Bros Discovery, Netflix, Paramount, Berkshire Hathaway, Tariffs, Trump
9
02, 2026
Episode 49: Should You Believe The Bounce? A Look At Markets After This Week’s Sell-Off (And Recovery)
In this week's weekly investment research meeting, the team reviews the stellar performance of our alternative assets, including a 10x exit announcement by Alt PM Joseph Pochodyniak. We take a look at the current technical posture of the market, what happened this week, and what are the major economic indicators telling us. Topics [...]
5
02, 2026
MAAM Monthly Market Update February 2026
Private equity exit, Gold, Silver, Canadian equities, Bitcoin
30
01, 2026
Episode 48: Market Resilience A Mask? What Gold Is Telling Investors Right Now
In this week's weekly investment research meeting, the team reviews the stellar performance of the alternative assets, asks if its time for gold and silver to take a breather, and looks at some interesting opportunities on the horizon. We cover technical and macro signals including the S&P 500 (SPY), NASDAQ 100 (QQQ), Canadian [...]
19
12, 2025
The Weekly Beacon December 19, 2025
Warner Bros, Paramount, Aquisiton, Cash exposure, Jobs market, Jobs report, Oracle, Broadcom earnings, Commodities, Gold, Silver, AI adoption, Tech stocks
18
12, 2025
11
12, 2025
4
12, 2025
The Short Report – Dec 4, 2025
Japan interest rates, Yen, AI trade, Oracle, Meta, real estate, Commercial tenants, Markets, Canadian equities, Gold, Currencies
