The Weekly Beacon

Softbank’s Vision Fund reported a loss of $32 billion for the year ending March 31, 2023. The Japanese investing giant continues to suffer from valuation corrections and private markdowns

Electric vehicle producers strugglingWho would have thought that investment bankers and EV producers would miss guide investors?

One person who is sure that the current banking crisis is close to its finish is Jamie Dimon, CEO of JP Morgan. JP Morgan led by Dimon has capitalized on the regional banking crisis (they did the same thing during the Financial Crisis).

This weeks issue: Bed Bath & Beyond, Bankruptcy, Chapter 11, Home furnishing sector, Chamath, SPACs, SPAC King, Bitcoin, Bulls vs. Bears, Cryptocurrency industry, Regulation, SEC, Gary Gensler, SVB, Pension giants, Ontario Teachers Pension Plan, Chinese stocks, Geopolitical risk, Tesla, Tesla sales, Electric vehicle market, Competition in the auto market.

This weeks issue: Apple credit card, Apple diversification, GDP by country, Market capitalization by company, FDIC, Interest rates, Buffett, Streaming industry, Netflix, Paramount Global stock, Berkshire Hathaway, OPEC, Oil prices, Pricing power, Gambling, Investor sentiment, Patience, Recession indicators, Ferrari stock, Tesla stock, LVMH, Worlds richest person, 2023 stock market rally, Large capitalization stocks.

This weeks issue: Defense spending, Defense sector, Rare Earth Metals, Copper, Industrial Metals, EV metals, Renewable energy, Trade restrictions, Interest rates, Inflation, CPI, Energy prices, Warren Buffett, Berkshire Hathaway, Bitcoin, Japanese trading houses, Conglomerates, WeWork, Adam Neumann, Credit conditions, FED, FED Funds Rate, Jerome Powell, Fyre Festival, China, NATO.

Click here for the PDF: The Weekly Beacon April 7 2023 We will be giving some macro economic market updates on a weekly basis. No equity recommendations will be given in this commentary, and we encourage you to contact us if you have questions regarding any observations. Feel free to send in your pictures of [...]

Click here for the PDF: The Weekly Beacon March 31 2023 We will be giving some macro economic market updates on a weekly basis. No equity recommendations will be given in this commentary, and we encourage you to contact us if you have questions regarding any observations. Feel free to send in your pictures of [...]

Click here for the PDF: The Weekly Beacon - March 24 2023 We will be giving some macro economic market updates on a weekly basis. No equity recommendations will be given in this commentary, and we encourage you to contact us if you have questions regarding any observations. Feel free to send in your pictures [...]

Click here for the PDF: The Weekly Beacon - March 17 2023 We will be giving some macro economic market updates on a weekly basis. No equity recommendations will be given in this commentary, and we encourage you to contact us if you have questions regarding any observations. Feel free to send in your pictures [...]