China

21 11, 2024

The Weekly Beacon – November 22, 2024

By |2024-12-18T10:08:41-05:00November 21st, 2024|The Weekly Beacon|

Global emissions, Emissions by country, Western decarbonization, Energy usage and economic prosperity, SMCI's major issues, Audited financials, China ETF flows, China stimulus, David Tepper and China, Insider sales, Japan and China dump US Treasuries, Trump Secretary of Treasury pick, Private equity, Blackstone, Jersey Mike's Subs

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

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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