The Weekly Beacon August 15, 2025
Earnings, Inflation, FED, goEasy, Hydro one, China, Tariffs, AI, technology companies, Alphabet, Chrome, Perplexity
14
08, 2025
7
08, 2025
Episode 32: Navigating Market Valuation Challenges
The conversation delves into the current state of the stock market, emphasizing the disconnect between market valuations and fundamental economic indicators. It discusses the influence of supply and demand dynamics, particularly the role of retail investors, and highlights the importance of secular trends in investment strategies. The risks of inflation and its [...]
7
08, 2025
The Weekly Beacon August 8, 2025
China, Trade deficits, Trade deals, Trump, Carney, Canada, India, Russian energy, Apple investment, Economic issues, Interest rates, Great West Life Co.
31
07, 2025
The Weekly Beacon August 1, 2025
Another trade deal, Energy, Garbage Management, U.S. economy, GDP Data, Acquisitions heating up, CyberArk Software
24
07, 2025
The Weekly Beacon July 25, 2025
Vertiv, AI data center, Energy demand from data centers, Nuclear energy, EQT Corp., Natural Gas, Silver, Precious metals, Tariffs, Trade deals, Trump, Japan, Indonesia, Philippines, Telecommunications, Verizon, Earnings, IPO market
24
07, 2025
Episode 31: The Dollar Dilemma – Insights from Economist Dr. Woody Brock
In this conversation, Dr. Brock discusses the complexities of the dollar's value in relation to trade deficits, the evolution of currency pricing, and the global demand for dollars. He emphasizes the importance of the rule of law in economic stability and explores the implications of the U.S. transitioning to a service economy. [...]
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
10
07, 2025
The Weekly Beacon July 11, 2025
Copper, Tariffs, inflation, Nvidia, Worlds Largest Companies, US Steel, Nippon Steel, Trump, CoreWeave, M&A
10
07, 2025
Episode 30: Update Market Trends and Economic Indicators
This conversation provides a comprehensive overview of the current market landscape, focusing on technical analysis, sector performance, and investment opportunities. It highlights the rising US debt and interest rates, the mixed earnings of Canadian banks, and the growing interest in AI investments, particularly in cybersecurity. The discussion emphasizes the potential shift in [...]
4
07, 2025
The Weekly Beacon July 4, 2025
The Spirit of Independence: Celebrating July 4th
