The Weekly Beacon September 5, 2025
Alternative data, Gaining alpha, Hedge funds, General Dynamics, defensive spending, Industrials, Job market, Employment numbers, FED, Alphabet, Google, Antitrust, Gold miners, Physical gold, Gold ratio
Alternative data, Gaining alpha, Hedge funds, General Dynamics, defensive spending, Industrials, Job market, Employment numbers, FED, Alphabet, Google, Antitrust, Gold miners, Physical gold, Gold ratio
FED, Interest rates, Powell, Lisa Cook, AI, Vertiv, AI stocks, Canadian bank earnings, RBC, U.S. travel, Airlines, Intel, SoftBank, U.S. government
Crypto, IPOs, Gemini, Deal market, Housing market, interest rates, tariffs, steel, Intel, SoftBank, Data centers, AI investment, Home Depot, earnings season, Wealth accumulation
Earnings, Inflation, FED, goEasy, Hydro one, China, Tariffs, AI, technology companies, Alphabet, Chrome, Perplexity
China, Trade deficits, Trade deals, Trump, Carney, Canada, India, Russian energy, Apple investment, Economic issues, Interest rates, Great West Life Co.
Another trade deal, Energy, Garbage Management, U.S. economy, GDP Data, Acquisitions heating up, CyberArk Software
Vertiv, AI data center, Energy demand from data centers, Nuclear energy, EQT Corp., Natural Gas, Silver, Precious metals, Tariffs, Trade deals, Trump, Japan, Indonesia, Philippines, Telecommunications, Verizon, Earnings, IPO market
Nvidia, AI boom, China, Global trade, tariffs, Tesla, Elon Musk, Inflation, Tariffs, Kenvue, Consumer staples, Housing market, Real estate, Home prices, CPI
Copper, Tariffs, inflation, Nvidia, Worlds Largest Companies, US Steel, Nippon Steel, Trump, CoreWeave, M&A
The Spirit of Independence: Celebrating July 4th