The Weekly Beacon – June 26, 2026
Hong Kong Index, Technology stocks, Levered AUM, Google stock, UK election, PE ratio, AI trade, Mega caps, ATD stock, consumer staples
25
06, 2026
18
06, 2026
The Weekly Beacon – June 19, 2026
SpaceX, IPO, Equity issuance, Capital growth, Gold, Inflation, Interest rates, Semiconductors, South Korea, EVs, Tesla, Rivian, Lucid, Trump, FED
11
06, 2026
The Weekly Beacon – June 12, 2026
SpaceX, IPO market, OpenAI, Anthropic, Elon Musk, Tesla, China, AI trade, AI investment, Nvidia, Bank of America, Inflation, CPI, Kevin Warsh, Energy markets, Oil inventories
4
06, 2026
The Weekly Beacon – June 5, 2026
Alphabet, Hyperscalers, Equity issuance, IPO market, Anthropic, SpaceX, Record IPOs, HPE earnings, Increased demand, AI trade, Berkshire Hathaway, GOOG stock
28
05, 2026
The Weekly Beacon – May 29, 2026
Oil, Interest rates, Inflation, Iran, Trump, IPO market, SpaceX, Space stocks, EV stocks, Pipeline stocks, Energy stocks, Silver prices, Real estate, ETF market
22
05, 2026
The Weekly Beacon – May 22, 2026
Markets will enter the week of May 25th with investors focused heavily on whether the AI-driven rally can continue following NVIDIA's earnings report, and the market's reaction to it.
15
05, 2026
The Weekly Beacon May 15, 2026
University of Michigan Endowment, OpenAI, Long term investing, Private credit, KKR, Apollo, Investor fund redemption, Semiconductors, Nvidia, AMD, IPOs, Cerebras, Rare Earth stocks, China, Trump, Xi, Iran, Gold, Gold miners, Central Banks
8
05, 2026
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
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
