The Weekly Beacon – July 26, 2024
Bank of Canada, Interest rates, Immigration, GDP in Canada, GDP per capita, Nasdaq, Tech stocks slip, earnings season, Tesla earnings, Alphabet earnings, Magnificent 7, Election, Biden drops out
Bank of Canada, Interest rates, Immigration, GDP in Canada, GDP per capita, Nasdaq, Tech stocks slip, earnings season, Tesla earnings, Alphabet earnings, Magnificent 7, Election, Biden drops out
Steel stocks, steel industry, U.S. steel, Nippon steel, Cleveland Cliffs stock, M&A activity, Chip stocks, AI performance, Nvidia, Tail risks, Geopolitics, Inflation risk, Trump presidency, Jamie Dimon, JP Morgan, Equal weighted vs S&P 500, Concentration, Elon Musk, Super PAC, Election 2024, Equity fund flows, Burberry stock, Burberry sales
Money market funds, Investor sentiment, FED, presidential election, Interest rate policy, AI valuations, AI stocks, Tesla price target, Bill Gross, PIMCO, Meme stocks, Consumer excess savings, Credit cards, Gold prices, Central banks, Biden odds
Betting websites, presidential election, Biden vs. the field, Warren Buffett Indicator, Market Cap vs. GDP, Shipping Index, Shipping stocks, shipping rates, Inflation, BOAT ETF, FED Funds Rate, Interest rate expectations, Tesla stock, Tesla earnings, India vs China as an ally, India economy, Google's climate goals, Alphabet stock, Net-zero commitments
Interest rates, BOC, Inflation, Nvidia, Bubble assets, Bitcoin, Riskier assets, Carnival stock, Cruise industry, Canadian economy, Japan, Yen, Currencies, Trucking employment, recession indicators, Energy demand, AI energy demand
Electric vehicle producers, Fisker, Chapter 11 bankruptcy filings, Interest rates, U.S. government debt, Government budget, Defense budget, Equity ownership, Foreign ownership of U.S. assets, Emerging markets, Uranium, Nuclear energy, Bill Gates, Renewable energy, FED member, Interest rate policy, Inflation.
Euro elections, president Macron, Left to right wing rotation, Elections, Turkey and China, Turkey in NATO, EV market, Oil merger, oil deals, Noble Corp., Diamond Offshore Drilling stock, India funds, Indian market, Shipping stocks, Shipping rates, Inflation, May CPI report, Consumer debt, family office asset allocation, private equity, Ark Invest, Cathie Wood, Tesla, Tesla robotaxis.
Private equity valuations, PE exits, Bitcoin ETFs, Bitcoin demand, Texas Stock Exchange, Money flow, Citadel, Bank of Canada, Interest rates, Inflation, Walmart signage, Economic numbers, Jobs report, Manufacturing data, GameStop stock, Meme stocks, Keith Gill, Roaring Kitty, Gold prices, Central Bank gold purchases, U.S. Treasuries, Gold utilization.
This weeks issue: Population, Fertility rates, Healthcare workers, Pension plans, T+1 trading, Regulations in securities markets, Wheat prices, Russian commodity dominance, U.S. telecommunications industry, T-mobile stock, T-Mobile acquisition, S&P 500 weightings, Concentration in equity markets, Inflation, 1970s inflation waves, The FED, Shein IPO, Chinese stocks on the NYSE, Geopolitics, China U.S. relations, Patient investing.
This weeks issue: FED, FED members, Inflation, Interest rates, Interest servicing, Government debt, Gas prices, Energy, Oil prices, SPR release, Biden energy policy, Emerging markets, India stocks, Mexico ETF, Chinese stock market rebound, P/E ratios of each country, Emerging markets ETF, Inflation in the classroom, Bond market, Balanced fund under-performance, U.S.Treasury performance in 2024.