The Latest News of Alternative Investments From The Weekly Beacon
The Weekly Beacon – November 15, 2024
Expensive stocks, P/E ratio of the S&P 500, Relative Strength, Emerging Markets, Tariffs and China, Apple will be impacted by tariffs, Trump's love of tariffs, Nuclear energy, Sprott Uranium Trust, Department of Government Efficiency, Elon Musk, Tesla, S&P 500 forecast, Edward Yardeni
The Weekly Beacon – November 8, 2024
M&A Activity, U.S. Steel, Investment Bankers, Gold, Trump victory, Jim Cramer, Super Micro Computers, Nvidia analysis, Worlds most valuable company, Energy M&A, Step Energy, Private equity, Election waves, 2024 election, Trump vs. Harris, Election day in America
The Weekly Beacon – November 1, 2024
Alphabet earnings, AI growth, Election polling, DJT stock, Twitter valuation, Super Micro Computers sock, auditors, Interest payments, debt servicing, U.S. government, Uranium bull market, Uranium demand, AI energy demand, Chinese economy, Chinese billionaires, Treasury yields, Oil prices, OPEC supply
The Weekly Beacon – October 25, 2024
Bank of Canada, interest rates, Inflation, Economy, Canadian Dollar, Verizon stock, Telecommunications market, Value stocks, Dividends, Warren Buffett, Berkshire, Share repurchases, Wall Street titans, FED, Stanley Druckenmiller, Shorting bonds
The Weekly Beacon – October 18, 2024
Housing bubble, Housing affordability, Housing supply, ETF investor flow, Energy sector, XLE ETF, Presidential odds, Tariffs, Earnings season, United Airlines results Q3, Airline stocks, Nuclear energy, Data center energy demand, Tech stocks go nuclear, Semiconductor earnings, ASML, Earnings growth for markets
The Weekly Beacon – October 11, 2024
China, Chinese stimulus, MCHI ETF, Treasury Yields, Bond market, Inflation, Uber, Buses, Robotaxis, Hurricane season, Hurricane Milton, Insurance stocks, Florida hurricane damage, Oil acquisitions, Canadian Natural resources, Oil sands, Nvidia stock, Semiconductor stocks
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