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
18
03, 2026
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
26
02, 2026
The Weekly Beacon February 27, 2026
Gold, Central Bank purchasing of precious metals, RRSPs, Hardware stocks, software stocks, Warner Bros Discovery, Netflix, Paramount, Berkshire Hathaway, Tariffs, Trump
19
02, 2026
The Weekly Beacon February 20, 2026
RRSP deadline, Nvidia, small caps, large caps, Software, AI disruption, Data center energy, Natural gas, EQT, Sentiment, Valuations, K-shaped economy, China, EV market, European cars,
12
02, 2026
The Weekly Beacon February 13, 2026
Jobs market, Weakness in jobs, FED Chairman, Interest rates, Nuclear energy, Power generation, Renewable energy, Alphabet stock, Hyperscalers, Debt issuance, AI capex spending, Japan election, Japanese markets
5
02, 2026
The Weekly Beacon February 6, 2025
Private equity, fund raising, Software stocks, AI disruption, AES stock, utility providers, Power generation stocks, BlackRock infrastructure, SpaceX, xAI, IPO, OpenAI, AI platforms, FED, Kevin Warsh, Trump, Silver, Gold
30
01, 2026
The Weekly Beacon January 30, 2026
FED, Interest rates, Bank of Canada, FED Chair, Trump, Reider BlackRock, India, EU, Trade deals, Emerging markets, General Dynamics, earnings, Defense stocks. Nvidia, CoreWeave, AI
22
01, 2026
The Weekly Beacon January 23, 2026
Tariffs, Global trade, EU, Greenland, Golden dome, Micron, AI chips, M&A, Netflix, Earnings season, Nuclear energy, Uranium, SPUT, Nuclear reactors
15
01, 2026
The Weekly Beacon January 16, 2026
China trade, Global trade surplus', Inflation report, CPI, FED Funds Rate, Powell, Trump, Jamie Dimon, JPMorgan Chase, Wall Street earnings, Credit card interest rates, Net interest income for banks