The Weekly Beacon September 5, 2025
Alternative data, Gaining alpha, Hedge funds, General Dynamics, defensive spending, Industrials, Job market, Employment numbers, FED, Alphabet, Google, Antitrust, Gold miners, Physical gold, Gold ratio
Alternative data, Gaining alpha, Hedge funds, General Dynamics, defensive spending, Industrials, Job market, Employment numbers, FED, Alphabet, Google, Antitrust, Gold miners, Physical gold, Gold ratio
Alimentation Couche-Tard stock, Seven & I Holdings, Convenience store industry, 2025 EBITDA Multiples, Saudi Arabia budget, oil prices, Saudi cash, Public Investment Fund, Payroll revision, Bureau of Labor Statistics, weak economy, Jobs market, JD.com, Walmart in China, Walmart stock, Chinese stocks, ARKK performance, Speculative stocks, Home buyers pause purchases, Mortgage rates.