The Latest News of Alternative Investments From The Weekly Beacon
The Weekly Beacon – October 4, 2024
Oil, Middle east, Iran and Israel, Gold, Oil production breakeven, Supply chains, Dockworker strike, Shortages, Inflation, Defense stocks, Lockheed Martin stock, war, Short sellers, china, Chinese stimulus, Emerging markets, SoftBank, WeWork, OpenAI, AI,
The Weekly Beacon – September 27, 2024
China stimulus,Argentina, socialism, Housing market, People's Bank of China, Chinese interest rates, Nuclear news, Nuclear energy, Microsoft-Constellation energy, Nuclear reactors, UEC stock, UEC acquisition, M&A activity, AI stocks, Semiconductors, Intel stock, Apollo Global Management, Qualcomm, regulation
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
The Weekly Beacon – September 13, 2024
Corporate bankruptcies, Conflicts, Military spending, Election, Ukraine, Nvidia, Volatility, market swings, Palantir, S&P 500 additions, Silver price, Silver applications, China, Chinese Real estate, Luxury stocks, Retail sales, Cash flows, Energy producers, Mining stocks, Price multiples
The Weekly Beacon – September 6, 2024
China population, Chinese median age, economic growth, Currencies, U.S. Dollar, Canadian dollar, Oil market, OPEC, Oversold oil stocks, Energy sector, Home prices, Case-schiller 20 City index, Inflation, Commodity market, Elections, U.S. steel stock, Nippon Steel, November U.S. election, Harris, Trump, Cleveland Cliffs stock
The Weekly Beacon – August 30, 2024
Insider selling, Cava Group, P/E ratio, Fast food industry, Canada and China, Chinese EVs, Pricing in China, Technology stocks, AI upside, Hewlett Packard Enterprise Company, P/E ratios in tech, earnings growth, Super Micro Computer, AI servers, Short sellers, Hindenburg Research, Accounting fraud, Consumers credit card, Credit delinquencies, Credit score, Warren Buffett, Berkshire Hathaway, Apple stock
The Weekly Beacon – August 23, 2024
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.
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
The Weekly Beacon – August 9, 2024
Yen, Japanese stocks, Taiwan, Asian stocks, Yen carry trade, Unwidning, Interest rates, FED, bank of japan, Mortgage rates, Yield curve, Refinancing homes, Chinese population, China economy, One Child Policy, Fear and Greed Index, Sentiment, Insider selling, Nvidia stock, Meta stock, Dell stock, FOMO investing
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