The Weekly Beacon – February 7, 2024
Tariffs, Canada, Mexico, Gold Mining stocks, Gold, Alphabet, AI capex spending, Pipelines, Energy, Oil, Energy consumption
6
02, 2025
30
01, 2025
The Weekly Beacon – January 31, 2025
Tariffs, Canada, Mexico, DeepSeek, China, Nvidia, AI, Uranium, GDP per capita, FED, Jerome Powell, FED, Mining companies, Precious metals
23
01, 2025
The Weekly Beacon – January 24, 2025
Energy policy, Venezuela oil, Tariffs from the U.S., Global trade, Inauguration, Procter & Gamble, Tech investment, Larry Ellison, Magnificent 7, Softbank,
16
01, 2025
The Weekly Beacon – January 17, 2025
Natural gas, U.S. LNG producers and exports, Russian gas, Venture Global, Energy IPOs, M&A activity, U.S. Steel, Nippon Steel, Cleveland Cliffs, Biden regulatory hurdles, Markets in 2024, Starbucks policy changes, Starbucks new CEO, Howard Hughes, Pershing Square, Bill Ackman, Reverse merger
9
01, 2025
The Weekly Beacon – January 10, 2025
Politics, Trudeau, Canada, Bond yields, Inflation expectations, UK Treasury yields, Wall Street forecasts, S&P 500 targets, News Corp, Rupert Murdoch, Communication stocks, Oil, Energy stocks, Indian stocks, Indian growth
19
12, 2024
The Weekly Beacon – December 20, 2024
Nuclear energy, Constellation energy, Uranium, Market downturn, Lack of market breadth, Interest rates, FED decision, Inflation, Natural gas, U.S. shale, energy demand, AI and energy correlation, Canada, GDP growth, Finance Minister of Canada, Loonie, Chinese auto market, Crypto, Fartcoin, Bitcoin
12
12, 2024
The Weekly Beacon – December 13, 2024
HPE stock, Value stocks in AI, AI revenue and earnings growth, Management discussion and analysis AI stocks, Money market flows, Nvidia, China government, GDP per capita by state and country, Energy outlook from IEA, Oil market, Inflation, CPI, Bitcoin, Microsoft, Crypto, Stocks, MicroStrategy, Interest rate expense, Government spending
6
12, 2024
The Weekly Beacon – December 6, 2024
Intel, Corporate shakeup, AI growth, Semiconductors, UnitedHealth Group, GM sales, Chinese auto market, U.S. markets vs. the world, Global equities, EV sales, Changing auto market, Retail sales, Buy now-pay later, Affirm Holdings, Amazon, South Korea, Martial Law, Private credit growth, BlackRock
28
11, 2024
The Weekly Beacon – November 29, 2024
Bitcoin, Bitcoin reserves, M2 Money Supply, Brazil, US Bitcoin ETFs, European stocks, American stock dominance, Economic growth, Leveraged ETFs, P/E ratios, Sentiment from investors, Russian energy, Nuclear energy, Enriched uranium
21
11, 2024
The Weekly Beacon – November 22, 2024
Global emissions, Emissions by country, Western decarbonization, Energy usage and economic prosperity, SMCI's major issues, Audited financials, China ETF flows, China stimulus, David Tepper and China, Insider sales, Japan and China dump US Treasuries, Trump Secretary of Treasury pick, Private equity, Blackstone, Jersey Mike's Subs
