The Weekly Beacon April 3, 2026
Iran, Oil, Trump, Energy, Private Credit, Private Equity, Exits, Dividend Recaps, AI stocks, Circularity, Amazon, OpenAI, goEasy, Canadian lenders, Chinese assets, Chinese real estate
2
04, 2026
19
03, 2026
The Monthly Commentary – February 2026
Markets, Conflict, War, Risk in markets, Safe Harbour fund, goEasy, Loan losses, Stock crashes, Bad loans, Energy prices, war, market performance in war,
12
03, 2026
The Weekly Beacon March 13, 2026
Economy, 401ks, Consumer balance sheets, Gold, GLD flows, Energy, Oil prices, Iran conflict, Energy transports, Private equity, Ontario Teachers Pension Plan, Pension performance
