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
24
04, 2025
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,
16
01, 2025
The Q4 Commentary 2024
FED, yield curve, FOMC meetings, Draft Kings, Betting, SPACs, Shipping stocks, China, Investing resolutions
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
11, 2024
The Monthly – November 2024
Convexity, Portfolio insurance, Nassim Taleb, Behavioral Investing, Dow Jones Largest Gainers, Universa Investments, US Federal Reserve, Jerome Powell
26
09, 2024
MAAM Research Meeting September 26, 2024
S&P 500, TSX 60, VIX, Bullish vs Bearish Technical Indicators, Alternative Investments, Real estate, Florida office space, IP Capital partners, Industrial real estate, Valuations, China, ETFs, Stock picks.
24
09, 2024
MAAM Research Meeting September 19 2024
S&P 500, TSX 60, VIX, Bullish vs Bearish Technical Indicators, Alternative Investments, Hedge funds, Hedge fund performance, FED, Interest rates, Inflation, Gold, Commodities.
19
09, 2024
The Weekly Beacon – September 20, 2024
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
17
09, 2024
The Monthly – August 2024
FED Funds Rate, Canada, Switzerland, global Trade, FOMC, Interest rate policy, Inflation, Behavioral investing
15
08, 2024
The Weekly Beacon – August 16, 2024
Nvidia, China U.S. trade, Trade restrictions, Semiconductors, Barrick Gold, Earnings season, Gold miners, Starbucks CEO, Chipolte CEO, Starbucks stock, Inflation July, CPI, FED, Gold all time high, GDP growth, Economic growth in emerging markets, COP event, Climate change, energy, Coal usage
