“ANALYZING FORCES THAT MOVE THE MARKETS”

FEATURED

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Q2-2023 (Published July 4, 2023)
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Q1-2023 (Published: Feb 2023)

The Fed raised rates by 25 bps in Feb meeting.

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December 2022

The Fed raised rates by 50 bps.

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November 2022

The Fed raised rates by 75 bps.

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INVESTMENTS

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PRIVATE REAL ESTATE
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Uranium
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Gold
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UBER
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Energy Sector
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HashiCorp, Inc. (NASDAQ: HCP)
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SunOpta (STKL | SOY)

Updated Oct 2022

CGY (TSX) - Calian Group Ltd.

PORTFOLIO

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Economic Outlook

Weekly Updates. Company Earnings. Economic Indicators.

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Portfolio of Assets
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Investment Policy Statement
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Bitcoin Mining and Impact on Capital Markets

REAL ESTATE

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AvalonBay Communities
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Boston Properties, Inc.
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KIM - Kimco Realty Corp
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NNN - National Retail Property
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SPG - Simon Property Group
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RTL - The Necessity Retail REIT
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Retail REIT
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Real Estate Metrics