MAAM Research Meeting November 27, 2025
Alternative assets, U.S. commercial real estate, charts of the week, crypto, Tech and AI stocks
27
11, 2025
21
08, 2025
The Weekly Beacon August 22, 2025
Crypto, IPOs, Gemini, Deal market, Housing market, interest rates, tariffs, steel, Intel, SoftBank, Data centers, AI investment, Home Depot, earnings season, Wealth accumulation
23
12, 2024
The Monthly – December 2024
SEC, Regulators, Paul Atkins, Crypto, Gensler, Crypto Markets, Magnificent 7, Equity Markets, Earnings, Fees for managing
19
12, 2024
The Weekly Beacon – December 20, 2024
Nuclear energy, Constellation energy, Uranium, Market downturn, Lack of market breadth, Interest rates, FED decision, Inflation, Natural gas, U.S. shale, energy demand, AI and energy correlation, Canada, GDP growth, Finance Minister of Canada, Loonie, Chinese auto market, Crypto, Fartcoin, Bitcoin
12
12, 2024
The Weekly Beacon – December 13, 2024
HPE stock, Value stocks in AI, AI revenue and earnings growth, Management discussion and analysis AI stocks, Money market flows, Nvidia, China government, GDP per capita by state and country, Energy outlook from IEA, Oil market, Inflation, CPI, Bitcoin, Microsoft, Crypto, Stocks, MicroStrategy, Interest rate expense, Government spending
28
11, 2024
The Weekly Beacon – November 29, 2024
Bitcoin, Bitcoin reserves, M2 Money Supply, Brazil, US Bitcoin ETFs, European stocks, American stock dominance, Economic growth, Leveraged ETFs, P/E ratios, Sentiment from investors, Russian energy, Nuclear energy, Enriched uranium
