The Monthly Commentary – December 2025
risk, FED, interest rates, Bank of Japan, Nvidia, Microsoft, Jerome Powell, Trump
12
12, 2025
11
12, 2025
The Weekly Beacon December 12, 2025
Warner Bros, Paramount-CBS, Netflix, M&A, Streaming industry, China, trump, Trade wars, Semiconductor chips, Nvidia, TSX companies, Transcontinental, Spin off, FED, Interest rates, Chairman Jerome Powell, Bank of Canada, Oracle earnings
23
10, 2025
The Weekly Beacon October 24, 2025
Waste Connections, Consumer staples, Earnings, SPACs, Chamath, IPOs, Alcohol, Americans drinking less, Foreign Central Banks, Gold, Silver, Gold Miners, OpenAI, Investment banking, Applications of AI, FED, Interest rates
2
10, 2025
MAAM Monthly Market Update October 2025
October Update: Alternative Investments, Private Equity, SpaceX, Gold Miners, Gold prices, Interest rates, north American equities
18
09, 2025
The Weekly Beacon September 19, 2025
Kroger earnings, Grocery outlook, P/E ratios, Markets, Nvidia, China - U.S. trade, Trump, Xi, Semiconductor sales, TikTok sale, Oracle, Mining investments, Sovereign wealth funds, Qatar, FED, Interest rates, Job market, Jerome Powell
8
08, 2025
MAAM Monthly Market Update August 2025
August Update: Alternative Investments, Private Equity, Telecommunications, Interest rates, Mortgage rates, FED, Gold, Safe Havens, S&P 500
1
05, 2025
MAAM Monthly Market Update May 2025
May Update: Alternatives, Private equity, Telecommunications, Markets, Interest rates, Currencies, Gold, Stability, Gold stocks.
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
