The Weekly Beacon April 17, 2026
Energy, Oil, Iran, Trump, Volatility, Elections, Majority government, Carney, M&A, IPOs, earnings, Wall Street, JPMorgan, Bank of America, Wells Fargo, Space stocks, Elon Musk, SpaceX, Amazon, Apple
15
04, 2026
9
04, 2026
The Weekly Beacon April 10, 2026
Energy, Oil, Chemicals, Transports, Strait of Hormuz, Iran, Trump, Earnings, Airlines, Delta stock, Jamie Dimon, JPMorgan Chase, Private Credit, Japanese Yen
2
04, 2026
The Weekly Beacon April 3, 2026
Iran, Oil, Trump, Energy, Private Credit, Private Equity, Exits, Dividend Recaps, AI stocks, Circularity, Amazon, OpenAI, goEasy, Canadian lenders, Chinese assets, Chinese real estate
25
03, 2026
The Weekly Beacon March 27, 2026
Gold, Iran conflict, Energy, Vertiv Holdings, Oil flow, Trump, Private credit, Open AI, Financial stocks, Loan losses, Private market asset managers
18
03, 2026
The Weekly Beacon March 20, 2026
Iran conflict, Energy, Oil flow, Trump, Private credit, Financial stocks, Loan losses, Private market asset managers, Gold miners, Franco Nevada stock
12
03, 2026
The Weekly Beacon March 13, 2026
Economy, 401ks, Consumer balance sheets, Gold, GLD flows, Energy, Oil prices, Iran conflict, Energy transports, Private equity, Ontario Teachers Pension Plan, Pension performance
5
03, 2026
The Weekly Beacon March 6, 2026
Iran, Energy, Oil prices, Geopolitics, Private credit, Apollo, Blackstone, Blue Owl, Volatility, Fund inflows, AI stocks, Hyperscalers, Capex spending, Apple stock
26
02, 2026
The Weekly Beacon February 27, 2026
Gold, Central Bank purchasing of precious metals, RRSPs, Hardware stocks, software stocks, Warner Bros Discovery, Netflix, Paramount, Berkshire Hathaway, Tariffs, Trump
19
02, 2026
The Weekly Beacon February 20, 2026
RRSP deadline, Nvidia, small caps, large caps, Software, AI disruption, Data center energy, Natural gas, EQT, Sentiment, Valuations, K-shaped economy, China, EV market, European cars,
12
02, 2026
The Weekly Beacon February 13, 2026
Jobs market, Weakness in jobs, FED Chairman, Interest rates, Nuclear energy, Power generation, Renewable energy, Alphabet stock, Hyperscalers, Debt issuance, AI capex spending, Japan election, Japanese markets
