MAAM Monthly Market Update May 2025
May Update: Alternatives, Private equity, Telecommunications, Markets, Interest rates, Currencies, Gold, Stability, Gold stocks.
1
05, 2025
6
03, 2025
The Weekly Beacon March 7, 2025
Nvidia, Earnings, Scott Bessent, Treasury yields, Interest rates, debt issuance, Price to book ratio, Investor sentiment, Memecoins, Consumer Staples ETF, Microsoft, Tesla, Tesla Europe sales, Starbucks turnaround
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.
19
12, 2024
The Weekly Beacon – December 20, 2024
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
12
12, 2024
The Weekly Beacon – December 13, 2024
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
26
09, 2024
MAAM Research Meeting September 26, 2024
S&P 500, TSX 60, VIX, Bullish vs Bearish Technical Indicators, Alternative Investments, Real estate, Florida office space, IP Capital partners, Industrial real estate, Valuations, China, ETFs, Stock picks.
24
09, 2024
MAAM Research Meeting September 19 2024
S&P 500, TSX 60, VIX, Bullish vs Bearish Technical Indicators, Alternative Investments, Hedge funds, Hedge fund performance, FED, Interest rates, Inflation, Gold, Commodities.
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
17
09, 2024
The Monthly – August 2024
FED Funds Rate, Canada, Switzerland, global Trade, FOMC, Interest rate policy, Inflation, Behavioral investing
1
08, 2024
The Weekly Beacon – August 2, 2024
Emerging markets, China, Economic growth rates, GDP per capita, Indian economy, Technical breakout, Microsoft earnings, Microsoft stock, Markets, AI spending, Semiconductor chip demand, FED, interest rates, rate cuts, Bank of Japan, Yen, Japanese monetary policy, Venezuela election, Maduro and Chavez ruin Venezuela, Oil reserves
