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Monthly Commentaries

15 07, 2021

The Monthly – June 2021

2023-08-30T11:57:33+00:00

MacNicol’s Monthly Commentary - June 2021 With this commentary, we plan to communicate with you every month about our thoughts on the markets, some snapshots of metrics, a section on behavioural investing and finally an update on MacNicol & Associates Asset Management (MAAM). We hope you enjoy this information, and it allows you to better [...]

The Monthly – June 20212023-08-30T11:57:33+00:00
14 05, 2021

The Monthly – May 2021

2023-08-30T11:57:13+00:00

MacNicol’s Monthly Commentary - May 2021 With this commentary, we plan to communicate with you every month about our thoughts on the markets, some snapshots of metrics, a section on behavioural investing and finally an update on MacNicol & Associates Asset Management (MAAM). We hope you enjoy this information, and it allows you to better [...]

The Monthly – May 20212023-08-30T11:57:13+00:00
9 03, 2021

The Monthly – March 2021

2023-08-30T11:56:35+00:00

MacNicol’s Monthly Commentary - March 2021 With this commentary, we plan to communicate with you every month about our thoughts on the markets, some snapshots of metrics, a section on behavioural investing and finally an update on MacNicol & Associates Asset Management (MAAM). We hope you enjoy this information, and it allows you to better [...]

The Monthly – March 20212023-08-30T11:56:35+00:00
5 02, 2021

The Monthly – February 2021

2023-08-30T11:56:18+00:00

MacNicol’s Monthly Commentary - February 2021 One of our great clients here at MacNicol and Associates is a local Toronto area Doctor whom I exchange e-mails with every now and again. In one recent dialogue which was frankly more of a diatribe, I lamented about a nasty injury that has been plaguing me for roughly [...]

The Monthly – February 20212023-08-30T11:56:18+00:00
7 12, 2020

The Monthly – December 2020

2023-08-30T11:55:21+00:00

MacNicol’s Monthly Commentary - December 2020 Twenty-one years ago, on December 6th, 1999, shares of Amazon hit $113. In and around that time many investment professionals, including our colleague, Ross Healy, began warning that unproven technology companies were overvalued, fraught with risk and poised for collapse...   Click the link below to download the full [...]

The Monthly – December 20202023-08-30T11:55:21+00:00
6 11, 2020

The Monthly – November 2020

2023-08-30T11:55:03+00:00

MacNicol’s Monthly Commentary - November 2020 Donald Trump is 74 years of age. Joe Biden is 77 and will be turning 78 around the time of the US Thanksgiving. Neither man made age an issue in their respective campaigns, because quite frankly President Trump presented enough “issues” in his campaign and indeed during his entire [...]

The Monthly – November 20202023-08-30T11:55:03+00:00
8 09, 2020

The Monthly – September 2020

2023-08-30T11:54:20+00:00

MacNicol’s Monthly Commentary - September 2020 You have to admit that Jeopardy is one darn good game show. Its the sort of mental diversion one can take to temporarily “zone out” of all of life’s challenges but in a way that leaves your mind feeling clear, well balanced and alert. One obvious category would have [...]

The Monthly – September 20202023-08-30T11:54:20+00:00
10 08, 2020

The Monthly – August 2020

2023-08-30T11:54:03+00:00

MacNicol’s Monthly Commentary - August 2020 The concept of time is a funny thing. Sometimes one hour feels like an eternity and sometimes one year feels like the blink of an eye. Oddly enough, when I reflect upon the year so far, it is as if the year has passed in a blink of an [...]

The Monthly – August 20202023-08-30T11:54:03+00:00
10 06, 2020

The Monthly – June 2020

2023-08-30T11:53:25+00:00

MacNicol’s Monthly Commentary - June 2020 Don’t look now but the S&P500 is back over 3,000 points. Yes, I let out an incredulous gasp myself. The absolute level of the S&P500 was thing but I was much more surprised by the speed the index “tore” away from a well defined trading channel during most of [...]

The Monthly – June 20202023-08-30T11:53:25+00:00
25 05, 2020

The Monthly – May 2020

2023-08-30T00:01:46+00:00

MacNicol’s Monthly Commentary - May 2020 Though a large contingent of lawmakers, central bankers and health care experts continue to deal with the enormous economic and human impact of COVID 19, attention is beginning to shift towards what life may look like once the crisis has passed. The MacNicol Investment Team is cautiously optimistic about [...]

The Monthly – May 20202023-08-30T00:01:46+00:00
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