The Weekly Beacon April 4, 2025
Nasdaq-100, Valuations, OpeAI, Cybersecurity, Real estate, Manhattan, AI, CoreWeave, IPOs, AI
3
04, 2025
27
02, 2025
The Weekly Beacon February 28, 2025
Nvidia, Earnings, Scott Bessent, Treasury yields, Interest rates, debt issuance, Price to book ratio, Investor sentiment, Memecoins, Consumer Staples ETF, Microsoft, Tesla, Tesla Europe sales, Starbucks turnaround
21
08, 2024
The Monthly – July 2024
Behavioral investing, Crowded trades, Canadian Pension plan, Real estate haircuts, Private real estate, pension plan results, Valuations, Markets, Equity indices, Currencies, USD
16
07, 2024
The Q2 Commentary 2024
Best performing stocks 2024, Valuations throughout the market, P/E ratios, Corrections in the market, Earnings growth, Magnificent 7, Bond market, Yield curves, Tesla, Recency bias
