The Weekly Beacon

14 11, 2024

The Weekly Beacon – November 15, 2024

By |2024-11-14T09:26:58-05:00November 14th, 2024|The Weekly Beacon|

Expensive stocks, P/E ratio of the S&P 500, Relative Strength, Emerging Markets, Tariffs and China, Apple will be impacted by tariffs, Trump's love of tariffs, Nuclear energy, Sprott Uranium Trust, Department of Government Efficiency, Elon Musk, Tesla, S&P 500 forecast, Edward Yardeni

31 10, 2024

The Weekly Beacon – November 1, 2024

By |2024-10-31T09:29:28-04:00October 31st, 2024|The Weekly Beacon|

Alphabet earnings, AI growth, Election polling, DJT stock, Twitter valuation, Super Micro Computers sock, auditors, Interest payments, debt servicing, U.S. government, Uranium bull market, Uranium demand, AI energy demand, Chinese economy, Chinese billionaires, Treasury yields, Oil prices, OPEC supply

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

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