The Weekly Beacon

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

8 08, 2024

The Weekly Beacon – August 9, 2024

By |2024-08-08T12:27:19-04:00August 8th, 2024|The Weekly Beacon|

Yen, Japanese stocks, Taiwan, Asian stocks, Yen carry trade, Unwidning, Interest rates, FED, bank of japan, Mortgage rates, Yield curve, Refinancing homes, Chinese population, China economy, One Child Policy, Fear and Greed Index, Sentiment, Insider selling, Nvidia stock, Meta stock, Dell stock, FOMO investing

1 08, 2024

The Weekly Beacon – August 2, 2024

By |2024-08-01T10:59:36-04:00August 1st, 2024|The Weekly Beacon|

Emerging markets, China, Economic growth rates, GDP per capita, Indian economy, Technical breakout, Microsoft earnings, Microsoft stock, Markets, AI spending, Semiconductor chip demand, FED, interest rates, rate cuts, Bank of Japan, Yen, Japanese monetary policy, Venezuela election, Maduro and Chavez ruin Venezuela, Oil reserves

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