The Weekly Beacon

Federal government interest costs, Costs of rising rates, Social security payments.

Consumer spending, Credit card debt, Consumer paying later for products now, Interest rates on credit cards, Late fees on credit cards, Credit card stocks, AMEX stock, VISA stock, Mastercard stock,

U.S. equity markets, Global equity markets, Charlie Munger, Berkshire Hathaway, Crypto, Volatility, VIX, Gold sentiment, Gold prices, Mining stocks, GDX performance, Advisor exposure to gold

Thanksgiving 2023, Argentina, Socialist leaders, Latin America, Argentina ADRs, CRESY stock, PAM stock, YPF stock, Inflation and interest rates

Core inflation, Gasoline prices, Financial markets, Small cap stocks, Xi in U.S., China U.S. relations, Geopolitics, Sentiment on China, Energy consumption, Emissions targets, Coal consumption

Consumer budgets, Inflation vs. prices, Amazon healthcare, Debt servicing, Interest payments, U.S. federal debt.

China demand issues, Canada Goose Holdings, Yum China, Estee Lauder earnings, Alimentation Couche-Tard, ATD financials, P/E ratios, Offshore wind energy, Orsted, Wind projects.

Bitcoin, Crypto markets, Asset managers, Retail loves bitcoin, Bitcoin ETF, SEC and Bitcoin, Emerging real estate markets, Midwestern love

Fannie Mae, Housing Market, Debt Markets, Mortgage Market, Bridgewater Associates, Long Term Interest Rates

Quality versus liquidity, IPOs, Market resilience, Birkenstock IPO, Country garden property developer, Stagflation warning, Inflation rates.