The Weekly Beacon

17 10, 2024

The Weekly Beacon – October 18, 2024

By |2024-10-18T09:50:56-04:00October 17th, 2024|The Weekly Beacon|

Housing bubble, Housing affordability, Housing supply, ETF investor flow, Energy sector, XLE ETF, Presidential odds, Tariffs, Earnings season, United Airlines results Q3, Airline stocks, Nuclear energy, Data center energy demand, Tech stocks go nuclear, Semiconductor earnings, ASML, Earnings growth for markets

10 10, 2024

The Weekly Beacon – October 11, 2024

By |2024-10-10T13:17:33-04:00October 10th, 2024|The Weekly Beacon|

China, Chinese stimulus, MCHI ETF, Treasury Yields, Bond market, Inflation, Uber, Buses, Robotaxis, Hurricane season, Hurricane Milton, Insurance stocks, Florida hurricane damage, Oil acquisitions, Canadian Natural resources, Oil sands, Nvidia stock, Semiconductor stocks

26 09, 2024

The Weekly Beacon – September 27, 2024

By |2024-09-26T09:03:37-04:00September 26th, 2024|The Weekly Beacon|

China stimulus,Argentina, socialism, Housing market, People's Bank of China, Chinese interest rates, Nuclear news, Nuclear energy, Microsoft-Constellation energy, Nuclear reactors, UEC stock, UEC acquisition, M&A activity, AI stocks, Semiconductors, Intel stock, Apollo Global Management, Qualcomm, regulation

19 09, 2024

The Weekly Beacon – September 20, 2024

By |2024-09-19T10:22:51-04:00September 19th, 2024|The Weekly Beacon|

HPE stock, Multiples, AI stocks, AI tailwinds, State run capitalism, Chinese consolidation, Chinese private companies, Coffee prices, Brazil coffee production, MLSE, Bell stock, Rogers Communications stock, Debt levels, Dividends, AI fund, Energy demand from data centers, FED, Inflation, Jobs market, FED funds rate, Interest rates, FOMC

12 09, 2024

The Weekly Beacon – September 13, 2024

By |2024-09-12T16:27:55-04:00September 12th, 2024|The Weekly Beacon|

Corporate bankruptcies, Conflicts, Military spending, Election, Ukraine, Nvidia, Volatility, market swings, Palantir, S&P 500 additions, Silver price, Silver applications, China, Chinese Real estate, Luxury stocks, Retail sales, Cash flows, Energy producers, Mining stocks, Price multiples

5 09, 2024

The Weekly Beacon – September 6, 2024

By |2024-09-05T08:39:44-04:00September 5th, 2024|The Weekly Beacon|

China population, Chinese median age, economic growth, Currencies, U.S. Dollar, Canadian dollar, Oil market, OPEC, Oversold oil stocks, Energy sector, Home prices, Case-schiller 20 City index, Inflation, Commodity market, Elections, U.S. steel stock, Nippon Steel, November U.S. election, Harris, Trump, Cleveland Cliffs stock

29 08, 2024

The Weekly Beacon – August 30, 2024

By |2024-08-29T12:14:49-04:00August 29th, 2024|The Weekly Beacon|

Insider selling, Cava Group, P/E ratio, Fast food industry, Canada and China, Chinese EVs, Pricing in China, Technology stocks, AI upside, Hewlett Packard Enterprise Company, P/E ratios in tech, earnings growth, Super Micro Computer, AI servers, Short sellers, Hindenburg Research, Accounting fraud, Consumers credit card, Credit delinquencies, Credit score, Warren Buffett, Berkshire Hathaway, Apple stock

22 08, 2024

The Weekly Beacon – August 23, 2024

By |2024-08-22T09:58:46-04:00August 22nd, 2024|The Weekly Beacon|

Alimentation Couche-Tard stock, Seven & I Holdings, Convenience store industry, 2025 EBITDA Multiples, Saudi Arabia budget, oil prices, Saudi cash, Public Investment Fund, Payroll revision, Bureau of Labor Statistics, weak economy, Jobs market, JD.com, Walmart in China, Walmart stock, Chinese stocks, ARKK performance, Speculative stocks, Home buyers pause purchases, Mortgage rates.

15 08, 2024

The Weekly Beacon – August 16, 2024

By |2024-08-15T09:45:20-04:00August 15th, 2024|The Weekly Beacon|

Nvidia, China U.S. trade, Trade restrictions, Semiconductors, Barrick Gold, Earnings season, Gold miners, Starbucks CEO, Chipolte CEO, Starbucks stock, Inflation July, CPI, FED, Gold all time high, GDP growth, Economic growth in emerging markets, COP event, Climate change, energy, Coal usage

Go to Top