The Monthly Commentary – March 2025
S&P 500, Inflation, Trump, Government spending, Trade war, Tariffs, Powell, Yields, Markets
12
03, 2025
23
01, 2025
The Weekly Beacon – January 24, 2025
Energy policy, Venezuela oil, Tariffs from the U.S., Global trade, Inauguration, Procter & Gamble, Tech investment, Larry Ellison, Magnificent 7, Softbank,
6
12, 2024
The Weekly Beacon – December 6, 2024
Intel, Corporate shakeup, AI growth, Semiconductors, UnitedHealth Group, GM sales, Chinese auto market, U.S. markets vs. the world, Global equities, EV sales, Changing auto market, Retail sales, Buy now-pay later, Affirm Holdings, Amazon, South Korea, Martial Law, Private credit growth, BlackRock
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.
12
11, 2024
The Monthly – November 2024
Convexity, Portfolio insurance, Nassim Taleb, Behavioral Investing, Dow Jones Largest Gainers, Universa Investments, US Federal Reserve, Jerome Powell
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.
3
10, 2024
MAAM Monthly Market Update October 2024
September Update: Nasdaq 100, TSX 60, Gold prices, Investor sentiment, Canadian equities, Private equity, Private equity funds, Cash flows, market technicals.
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.
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.
