MAAM Monthly Market Update May 2025
May Update: Alternatives, Private equity, Telecommunications, Markets, Interest rates, Currencies, Gold, Stability, Gold stocks.
1
05, 2025
10
04, 2025
The Weekly Beacon April 11, 2025
China, Secretary Bessent, Treasury Yields, Global trade, Volatility, Margin Calls, Bonds, Gold, Central Banks. Inflation expectations, Personal income taxes, U.S. steel stock, Acquisitions, Marker overreacting, Market panic
13
02, 2025
The Weekly Beacon – February 14, 2025
Tesla, openAI, Elon Musk, DOGE, Inflation, FED, Powell, Trump, Interest rate futures, China, semiconductors, David Tepper,
2
01, 2025
MAAM Monthly Market Update January 2025
January Update: Technical indicators, Bonds, interest rates, Gold, Currencies, Market forecasts, private Equity, Real Vision, Raoul Pal.
5
12, 2024
MAAM Monthly Market Update December 2024
December Update: S&P 500, TSX 60, Technical Indicators, Gold, Central Bank Gold Buying, Safe Harbour Fund, Multiplier Capital, Alternative Assets, Private Equity.
7
11, 2024
MAAM Monthly Market Update November 2024
November Update: S&P 500, TSX 60, Technical Indicators, Gold, Bond Prices, Election Results, Alternative Assets, Music Industry, Music Assets.
19
09, 2024
The Weekly Beacon – September 20, 2024
HPE stock, Multiples, AI stocks, AI tailwinds, State run capitalism, Chinese consolidation, Chinese private companies, Coffee prices, Brazil coffee production, MLSE, Bell stock, Rogers Communications stock, Debt levels, Dividends, AI fund, Energy demand from data centers, FED, Inflation, Jobs market, FED funds rate, Interest rates, FOMC
5
09, 2024
MAAM Monthly Market Update September 2024
September Update: Nasdaq 100, TSX 60, Gold prices, Investor sentiment, Canadian equities, Private equity, Private equity funds, Cash flows, market technicals.
11
07, 2024
The Weekly Beacon – July 12, 2024
Money market funds, Investor sentiment, FED, presidential election, Interest rate policy, AI valuations, AI stocks, Tesla price target, Bill Gross, PIMCO, Meme stocks, Consumer excess savings, Credit cards, Gold prices, Central banks, Biden odds
