The Weekly Beacon May 8, 2026
Energy stocks, Strait of Hormuz, Recessions, Earnings, Marriott International, Meme stocks, GameStop, eBay, Oil prices, Industrial, Eaton Corp, AI deals, Government spending, Nvidia
8
05, 2026
30
04, 2026
The Weekly Beacon May 1, 2026
Canada, Sovereign wealth fund, Gold, Government deficit, Energy stocks, Canadian energy, Oil and gas demand, Shell, Arc Resources, OPEC, UAE, Global oil demand, Iran, OpenAI, Microsoft, AI, Nvidia
22
04, 2026
The Weekly Beacon April 24, 2026
Earnings, Private credit, Bank exposure to private credit, earnings, Wall Street, Energy, Iran, Geopolitics, Haliburton, AI stocks, HPE stock, Vertiv Holdings, FED, Kevin Warsh
15
04, 2026
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
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
