The Short Report – Dec 4, 2025
Japan interest rates, Yen, AI trade, Oracle, Meta, real estate, Commercial tenants, Markets, Canadian equities, Gold, Currencies
4
12, 2025
4
12, 2025
MAAM Monthly Market Update December 2025
Japan interest rates, Yen, AI trade, Oracle, Meta, real estate, Commercial tenants, Markets, Canadian equities, Gold, Currencies
3
12, 2025
MAAM Research Meeting November 20, 2025
Alternative assets, 2025 year in review, Hyperscaler stocks, Tech giants, Real estate, Land banking, Charts of the week
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
18
07, 2025
The Weekly Beacon July 18, 2025
Nvidia, AI boom, China, Global trade, tariffs, Tesla, Elon Musk, Inflation, Tariffs, Kenvue, Consumer staples, Housing market, Real estate, Home prices, CPI
22
05, 2025
MAAM Research Meeting May 22, 2025
Alternative assets, Real estate, Supply chain management, Platinum, Crude oil, Argentina
3
04, 2025
The Weekly Beacon April 4, 2025
Nasdaq-100, Valuations, OpeAI, Cybersecurity, Real estate, Manhattan, AI, CoreWeave, IPOs, AI
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.
6
02, 2025
MAAM Monthly Market Update February 2025
February Update: Technical indicators, Nasdaq, Dow Jones, Copper, Gold, Real estate logistics, Bridge Investment group, Downside protection
