The Weekly Beacon December 5, 2025
OpenAI, DeepSeek, Alphabet, Microsoft and Oracle woes, Bank earnings, Bank stocks, Canadian banks, Scotiabank, RBC, Bitcoin, Crypto, Carry Trade, Japan yields, Sovereign debt
4
12, 2025
27
11, 2025
The Weekly Beacon November 28, 2025
China, Trade, President Xi, Trump, MicroStrategy, Michael Saylor, Bitcoin, ATD stock, ADI stock, Earnings
20
11, 2025
The Weekly Beacon November 21, 2025
AI trades, Leverage in AI, Semiconductors, Energy policy, Natural gas pipelines, Oil, Clean energy, Silver, Precious metals, Silver investors, Nvidia, OpenAI, Microsoft, AI partnerships, K-shape economy, Bitcoin, Crypto
12
06, 2025
The Weekly Beacon June 13, 2025
Warner Bros. Discovery stock, Carve outs, Streaming stocks, London Tech Week, Nvidia, Circle IPO, Crypto stocks, Bitcoin, Retail buyers, Housing market, Dallas housing inventory, ChatGPT vs. Wikipedia, Trade talks, China, Tariffs, Bond market, Treasury market, Gold, Central Banks
22
05, 2025
The Weekly Beacon May 23, 2025
Uranium, nuclear energy, EU nuclear policy, Green energy, Sovereign credit ratings, Markets, Credit markets, Bond auctions, Treasury auctions, Bitcoin, Risk on assets, Klarna, Affirm, Buy now-pay later, Canadian Pension Plan, Bell Stock, Dividends
28
06, 2024
The Weekly Beacon – June 28, 2024
Interest rates, BOC, Inflation, Nvidia, Bubble assets, Bitcoin, Riskier assets, Carnival stock, Cruise industry, Canadian economy, Japan, Yen, Currencies, Trucking employment, recession indicators, Energy demand, AI energy demand
