MacNicol's Monthly Commentary-May 2019 Trade only when the market is clearly bullish or bearish…so which is it? Jesse Livermore famously said, “Trade only when the market is clearly bullish or bearish”. I really wish it were that simple. Although markets have for the most part performed well in 2019 the arrival of May has dumped [...]
MacNicol’s Quarterly Commentary- April 2019 I was lucky enough to spend the 2019 March Break in Orlando, Florida. The weather was perfect in every way and daily text messages from freezing Toronto made Florida’s sunny delight even more sublime. The other thing that (secretly) gave me pleasure down south was the dramatic - and expanding [...]
MacNicol’s The Alternative Quarterly Commentary- April 2019 The MacNicol Alternative Asset Trust is a multi-strategy, alternative investment platform designed to generate positive and uncorrelated returns against the public stock and bond markets. The Trust, through its underlying limited partnerships, is invested in private real estate and mortgages, private equity and multi-strategy hedge funds. Combined, the [...]
MacNicol's Monthly Commentary-March 2019 The Great Pivot At one point this week meeting minutes from four of the worlds major central banks were on my desk. Though much digital ink was spent disentangling what went wrong with preordained interest rate hikes and balance sheet reductions nothing quite satisfies a craving like the real thing. Besides [...]
MacNicol's Monthly Commentary-February 2019 The Death of Indexing? Thankfully the word "giant" is not used liberally in the investment world and that’s a very good thing. These days it seems that everyone in our industry is either a Vice President or a Director, so it can be difficult for investors to know who to listen [...]
MacNicol’s The Alternative Quarterly Commentary- January 2019 The MacNicol Alternative Asset Trust is a multi-strategy, alternative investment platform designed to generate positive and uncorrelated returns against the public stock and bond markets. The Trust, through its underlying limited partnerships, is invested in private real estate and mortgages, private equity and multi-strategy hedge funds. Combined, the [...]
MacNicol’s Quarterly Commentary- January 2019 Waking up to a new economic normal in which economic growth may not meet prior expectations is challenging for investors to accept. It conflicts with prior views of a vibrant economy, and questions were further rate hikes are really necessary. Corporate earnings, which look “peakish” to us, will have to [...]
MacNicol's Monthly Commentary-December 2018 Back on August 4th, 2018 Apple became the world's first Trillion-dollar company and no that isn’t a typo. Putting Apple’s peak in perspective was easy: line up seven companies the size of Toronto-Dominion Bank and toss in a small sized insurance company for good measure and you pretty much had your [...]
November 2018 MacNicol Monthly Commentary November 2018
October 2018 The Quarterly Q3-2018 MacNicol & Associates Asset Management Inc.
Suite 905, 130 Bloor Street West
Toronto, ON M5S 1N5
Tel: 416-367-3040
Toll Free: 1-866-367-3040
Email: info@macnicolasset.com
MAAM2023-08-30T13:03:07+00:00August 30th, 2023|
MAAM2023-12-14T17:10:55+00:00August 29th, 2023|
MAAM2023-08-29T13:05:06+00:00August 29th, 2023|
MAAM2023-08-28T17:45:38+00:00August 28th, 2023|
MAAM2023-08-24T13:40:44+00:00August 24th, 2023|
MAAM2023-08-24T13:08:48+00:00August 24th, 2023|
MAAM2023-08-23T20:02:48+00:00August 23rd, 2023|
MAAM2023-08-22T13:08:39+00:00August 22nd, 2023|
MAAM2023-12-14T17:11:21+00:00August 21st, 2023|
MAAM2023-08-18T19:30:26+00:00August 18th, 2023|
MAAM2023-12-14T17:11:51+00:00August 17th, 2023|
MAAM2023-08-17T13:43:24+00:00August 17th, 2023|
MAAM2023-08-17T12:56:52+00:00August 17th, 2023|
MAAM2023-08-16T13:06:28+00:00August 16th, 2023|
MAAM2023-12-14T17:12:11+00:00August 10th, 2023|
MAAM2023-08-10T13:45:54+00:00August 10th, 2023|
