The Weekly Beacon November 28, 2025
China, Trade, President Xi, Trump, MicroStrategy, Michael Saylor, Bitcoin, ATD stock, ADI stock, Earnings
27
11, 2025
20
11, 2025
The Weekly Beacon November 21, 2025
AI trades, Leverage in AI, Semiconductors, Energy policy, Natural gas pipelines, Oil, Clean energy, Silver, Precious metals, Silver investors, Nvidia, OpenAI, Microsoft, AI partnerships, K-shape economy, Bitcoin, Crypto
13
11, 2025
The Weekly Beacon November 14, 2025
Texas, Coinbase, Elon Musk, Texas stock exchanges, AI, AI spending, Capex, Leverage in AI, CoreWeave, Meta, Oracle, Nvidia, Housing market, Affordability, 50 year mortgage, Loblaws, Consumer staple earnings, TSX earnings
6
11, 2025
The Weekly Beacon November 7, 2025
Earnings, Fast food restaurants, Gold, Silver, Precious metals, Governments, Monetary policy, BRICS, Tariffs, CPI, Yum Brands, P/E ratios
30
10, 2025
The Weekly Beacon October 31, 2025
FED, Bank of Canada, Interest rates, Quantitative tightening, Liquidity, Uranium, Nuclear energy, Cameco, Brookfield, Nuclear energy, M&A, Regional banks, Financial stocks, Trump, Xi, China, South Korea
23
10, 2025
The Weekly Beacon October 24, 2025
Waste Connections, Consumer staples, Earnings, SPACs, Chamath, IPOs, Alcohol, Americans drinking less, Foreign Central Banks, Gold, Silver, Gold Miners, OpenAI, Investment banking, Applications of AI, FED, Interest rates
16
10, 2025
The Weekly Beacon October 17, 2025
Beyond Meat, IPOs, Hype stocks, JPMorgan, Jamie Dimon, Wall Street Earnings, Critical industries, Consumers, Economic indicators, China - U.S. trade talks, tariffs, volatility, Xi vs. Trump
9
10, 2025
The Weekly Beacon October 10, 2025
TMX Group, Financials, TSX Components, Crypto index, Cryptocurrencies, Bitcoin, Gold, Silver, Precious metal mining companies, Miner margins, OpenAI, Nvidia, Oracle, AMD, xAI, AI deals, Semiconductors
2
10, 2025
The Weekly Beacon October 3, 2025
Oil, Gold to oil ratio, Saudi Arabia oil exports, Russian oil, Gold, Gold miners, Central Banks reserves, Valuations, Jeffries' earnings, M&A activity, Energy demand, Utilities, Electricity bills, AI spending, Government shutdown, Consumer confidence
25
09, 2025
The Weekly Beacon September 26, 2025
Kroger earnings, Grocery outlook, P/E ratios, Markets, Nvidia, China - U.S. trade, Trump, Xi, Semiconductor sales, TikTok sale, Oracle, Mining investments, Sovereign wealth funds, Qatar, FED, Interest rates, Job market, Jerome Powell
