MAAM Research Meeting November 13, 2025
Alternative assets, Private equity, TelMax, Hyperscalers, Tech stocks
13
11, 2025
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.
23
01, 2025
Alternative Quarterly Commentary – Q4 2024
Election, interest rates, private companies, private real estate, exits in private equity, hedge funds, alternative assets
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.
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.
21
11, 2024
The Weekly Beacon – November 22, 2024
Global emissions, Emissions by country, Western decarbonization, Energy usage and economic prosperity, SMCI's major issues, Audited financials, China ETF flows, China stimulus, David Tepper and China, Insider sales, Japan and China dump US Treasuries, Trump Secretary of Treasury pick, Private equity, Blackstone, Jersey Mike's Subs
