The Weekly Beacon – May 16, 2025
Chinese optimism, buying the dip, global conflict, inflation
15
05, 2025
24
04, 2025
The Weekly Beacon April 25, 2025
AI, AI spending, Vertiv Holdings, NVIDIA, Secretary Bessent, Trump, FED, Global trade, Verizon earnings, VZ stock, Stock market performance, Chipotle stock, China, India, Trade deals
17
04, 2025
The Weekly Beacon April 18, 2025
Global trade, China-US relations, McKesson, Healthcare companies, Defensive stocks, Silver prices, Precious metal miners, Berkshire Hathaway, Cash, Buying the market, Traditional investing, Balanced portfolios
10
04, 2025
The Weekly Beacon April 11, 2025
China, Secretary Bessent, Treasury Yields, Global trade, Volatility, Margin Calls, Bonds, Gold, Central Banks. Inflation expectations, Personal income taxes, U.S. steel stock, Acquisitions, Marker overreacting, Market panic
20
03, 2025
The Weekly Beacon March 21, 2025
Tesla, China, Chinese EV producers, Sportsbooks, Gambling, Online betting, DraftKings, FanDuel, Alphabet, Acquisitions, Technology, Cloud computing, Panama Canal, BlackRock, Trump, Canada, Economic growth, Gold prices, Gold miners
6
03, 2025
The Weekly Beacon March 7, 2025
Nvidia, Earnings, Scott Bessent, Treasury yields, Interest rates, debt issuance, Price to book ratio, Investor sentiment, Memecoins, Consumer Staples ETF, Microsoft, Tesla, Tesla Europe sales, Starbucks turnaround
20
02, 2025
The Weekly Beacon – February 21, 2025
Tech exposure, hedge funds, Apple, iPhone alternatuves, Apple revenue, Worlds largest ETF, S&P 500, Goeasy, Financial stocks, Alternative lender, P/E ratios, Cash levels of investors, Investor sentiment, Unemployment in DC, Tesla, China, Tariffs
13
02, 2025
The Weekly Beacon – February 14, 2025
Tesla, openAI, Elon Musk, DOGE, Inflation, FED, Powell, Trump, Interest rate futures, China, semiconductors, David Tepper,
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
16
01, 2025
The Q4 Commentary 2024
FED, yield curve, FOMC meetings, Draft Kings, Betting, SPACs, Shipping stocks, China, Investing resolutions