The Weekly Beacon – June 30, 2023
Latin America and copper, Socialism in South America, Chile copper, Export restrictions China vs U.S., AI chips, Nvidia, AMD, Biden vs. Xi.
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06, 2023
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06, 2023
The Weekly Beacon – June 23, 2023
The auto industry has built up releases of special edition models and allowed consumers to pre-order them in advance for decades. The EV industry
15
06, 2023
The Weekly Beacon – June 16, 2023
FED, Interest rates, FOMC, Jerome Powell, Inflation, CPI, Mortgage rates, Housing prices, Gold, Central Banks, Global reserve currency, US dollar, Gold as a currency, Euro, Japan, Russia, China, Copper demand, EVs, Renewable energy, Copper price forecast, AI bubble, Nvidia stock, Venture funding, Euphoric stock market bubbles, Energy prices, Crowded trades, EPS growth, Retail sales, Roots sales, target sales, Best Buy earnings.
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06, 2023
The Monthly – June 2023
“If it takes 200 years to achieve artificial intelligence, and then finally there is a textbook that explains how it’s done, the hardest part of that textbook to write will be the part that explains why people didn’t think of it 200 years ago…”Over the past twenty years I have developed a reputation for making prudent investment decisions for clients at inopportune times.
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06, 2023
The Weekly Beacon – June 9, 2023
2022’s markets dried up investor capital. Capital raises slowed down and investment bankers had their lowest bonuses in years.
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06, 2023
The Weekly Beacon – June 2, 2023
Nvidia, AI, Artificial Intelligence, Casinos, Gambling, Las Vegas, Blackjack players, Economic conditions, Metaverse,
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05, 2023
MacNicol Webinar with Real Vision’s Raoul Pal
MacNicol & Associates’ hosted its monthly webinar where Raoul Pal, Co-Founder and CEO of Real Vision joined us.
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05, 2023
The Weekly Beacon – May 26, 2023
Apple and semiconductor manufacturer Broadcom secured a multi-billion-dollar deal to help secure Apple domestic-made chips.
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05, 2023
The Weekly Beacon – May 19, 2023
Softbank’s Vision Fund reported a loss of $32 billion for the year ending March 31, 2023. The Japanese investing giant continues to suffer from valuation corrections and private markdowns
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05, 2023
The Monthly – May 2023
Sell in May and you will pay…Over the past twenty years I have developed a reputation for making prudent investment decisions for clients at inopportune times. While certainly not something to broadcast in my line of work, I suppose it is far better than making horrendous investment decisions at any time. As most of you are not professional investors, questions as to an investment’s underlying quality are usually deferred to us and we appreciate your trust. But as to the question of whether to invest in the first place or not, well, that one is more nuanced because it introduces an element of timing. In this seemingly crazier and crazier world, it never seems like a good time to invest.
