The Weekly Beacon March 13, 2026
Economy, 401ks, Consumer balance sheets, Gold, GLD flows, Energy, Oil prices, Iran conflict, Energy transports, Private equity, Ontario Teachers Pension Plan, Pension performance
12
03, 2026
5
03, 2026
MAAM Monthly Market Update March 2026
March Update: Energy, Oil, Iran, Private Equity, Safe Harbour Fund
5
02, 2026
MAAM Monthly Market Update February 2026
Private equity exit, Gold, Silver, Canadian equities, Bitcoin
5
02, 2026
The Weekly Beacon February 6, 2025
Private equity, fund raising, Software stocks, AI disruption, AES stock, utility providers, Power generation stocks, BlackRock infrastructure, SpaceX, xAI, IPO, OpenAI, AI platforms, FED, Kevin Warsh, Trump, Silver, Gold
13
11, 2025
MAAM Research Meeting November 13, 2025
Alternative assets, Private equity, TelMax, Hyperscalers, Tech stocks
23
10, 2025
Alternative Quarterly Commentary – Q3, 2025
Trade wars, private companies, private real estate, exits in private equity, hedge funds, alternative assets
21
07, 2025
Alternative Quarterly Commentary – Q2 2025
Trade wars, private companies, private real estate, exits in private equity, hedge funds, alternative assets
6
06, 2025
The Weekly Beacon June 6, 2025
AI stocks, Hewlett Packard enterprises analysis, Silver, Precious metals, Meta platforms, Nuclear energy, Electricity demand, European private equity, Private market consolidation, IPOs, Circle, Stablecoins, Crypto, Tesla, Waymo, Robotaxis
5
06, 2025
MAAM Monthly Market Update June 2025
Financial Services ETF, Gold US Dollar, Trump, Alternative Investments, Canadian stock market, S&P 500, Central Banks, Private Equity
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.
