MAAM Research Meeting May 15, 2025
Alternative assets, Currencies, Market fundamentals, FED, Interest rates.
15
05, 2025
13
05, 2025
The Monthly Commentary – May 2025
S&P 500, Inflation, Trump, Government spending, Trade war, Tariffs, Powell, Yields, Markets
14
04, 2025
The Quarterly Commentary – Q1 2025
Nasdaq, S&P 500, Bear markets, Automakers, Tariffs, Market risk factors, Cars sold by country, Linamar
3
04, 2025
MAAM Monthly Market Update April 2025
April Update: Technical indicators, S&p 500, TSX 60, Markets, Real Estate, Private Equity, Tariffs, U.S. dollar, Inflation expectations.
12
03, 2025
The Monthly Commentary – March 2025
S&P 500, Inflation, Trump, Government spending, Trade war, Tariffs, Powell, Yields, Markets
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.
