The Short Report – Dec 4, 2025
Japan interest rates, Yen, AI trade, Oracle, Meta, real estate, Commercial tenants, Markets, Canadian equities, Gold, Currencies
4
12, 2025
4
12, 2025
MAAM Monthly Market Update December 2025
Japan interest rates, Yen, AI trade, Oracle, Meta, real estate, Commercial tenants, Markets, Canadian equities, Gold, Currencies
6
06, 2025
The Weekly Beacon June 6, 2025
AI stocks, Hewlett Packard enterprises analysis, Silver, Precious metals, Meta platforms, Nuclear energy, Electricity demand, European private equity, Private market consolidation, IPOs, Circle, Stablecoins, Crypto, Tesla, Waymo, Robotaxis
17
10, 2024
The Weekly Beacon – October 18, 2024
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
29
08, 2024
The Weekly Beacon – August 30, 2024
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
18
07, 2024
The Weekly Beacon – July 19 2024
Steel stocks, steel industry, U.S. steel, Nippon steel, Cleveland Cliffs stock, M&A activity, Chip stocks, AI performance, Nvidia, Tail risks, Geopolitics, Inflation risk, Trump presidency, Jamie Dimon, JP Morgan, Equal weighted vs S&P 500, Concentration, Elon Musk, Super PAC, Election 2024, Equity fund flows, Burberry stock, Burberry sales
11
07, 2024
The Weekly Beacon – July 12, 2024
Money market funds, Investor sentiment, FED, presidential election, Interest rate policy, AI valuations, AI stocks, Tesla price target, Bill Gross, PIMCO, Meme stocks, Consumer excess savings, Credit cards, Gold prices, Central banks, Biden odds
