The Weekly Beacon

12 12, 2024

The Weekly Beacon – December 13, 2024

By |2024-12-12T09:16:17-05:00December 12th, 2024|The Weekly Beacon|

HPE stock, Value stocks in AI, AI revenue and earnings growth, Management discussion and analysis AI stocks, Money market flows, Nvidia, China government, GDP per capita by state and country, Energy outlook from IEA, Oil market, Inflation, CPI, Bitcoin, Microsoft, Crypto, Stocks, MicroStrategy, Interest rate expense, Government spending

6 12, 2024

The Weekly Beacon – December 6, 2024

By |2024-12-06T10:56:33-05:00December 6th, 2024|The Weekly Beacon|

Intel, Corporate shakeup, AI growth, Semiconductors, UnitedHealth Group, GM sales, Chinese auto market, U.S. markets vs. the world, Global equities, EV sales, Changing auto market, Retail sales, Buy now-pay later, Affirm Holdings, Amazon, South Korea, Martial Law, Private credit growth, BlackRock

21 11, 2024

The Weekly Beacon – November 22, 2024

By |2024-11-21T09:35:11-05:00November 21st, 2024|The Weekly Beacon|

Global emissions, Emissions by country, Western decarbonization, Energy usage and economic prosperity, SMCI's major issues, Audited financials, China ETF flows, China stimulus, David Tepper and China, Insider sales, Japan and China dump US Treasuries, Trump Secretary of Treasury pick, Private equity, Blackstone, Jersey Mike's Subs

14 11, 2024

The Weekly Beacon – November 15, 2024

By |2024-11-14T09:26:58-05:00November 14th, 2024|The Weekly Beacon|

Expensive stocks, P/E ratio of the S&P 500, Relative Strength, Emerging Markets, Tariffs and China, Apple will be impacted by tariffs, Trump's love of tariffs, Nuclear energy, Sprott Uranium Trust, Department of Government Efficiency, Elon Musk, Tesla, S&P 500 forecast, Edward Yardeni

31 10, 2024

The Weekly Beacon – November 1, 2024

By |2024-10-31T09:29:28-04:00October 31st, 2024|The Weekly Beacon|

Alphabet earnings, AI growth, Election polling, DJT stock, Twitter valuation, Super Micro Computers sock, auditors, Interest payments, debt servicing, U.S. government, Uranium bull market, Uranium demand, AI energy demand, Chinese economy, Chinese billionaires, Treasury yields, Oil prices, OPEC supply

17 10, 2024

The Weekly Beacon – October 18, 2024

By |2024-10-18T09:50:56-04:00October 17th, 2024|The Weekly Beacon|

Housing bubble, Housing affordability, Housing supply, ETF investor flow, Energy sector, XLE ETF, Presidential odds, Tariffs, Earnings season, United Airlines results Q3, Airline stocks, Nuclear energy, Data center energy demand, Tech stocks go nuclear, Semiconductor earnings, ASML, Earnings growth for markets

10 10, 2024

The Weekly Beacon – October 11, 2024

By |2024-10-10T13:17:33-04:00October 10th, 2024|The Weekly Beacon|

China, Chinese stimulus, MCHI ETF, Treasury Yields, Bond market, Inflation, Uber, Buses, Robotaxis, Hurricane season, Hurricane Milton, Insurance stocks, Florida hurricane damage, Oil acquisitions, Canadian Natural resources, Oil sands, Nvidia stock, Semiconductor stocks

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