The Weekly Beacon – December 22, 2023
Housing deficits, Stagnant economy, Dow Jones performance, Stock buying participation, Red Sea blockage, Shipping back log, Houthi rebels, Supply chain back log, Cost push inflation.
21
12, 2023
14
12, 2023
The Weekly Beacon – December 15, 2023
This weeks issue: Interest rates, inflation, FED, FED funds rate, Jerome Powell, Cutting rates, China investment, Chinese outflows, Chinese stocks, Chinese economic health, Copper outlook, Copper demand, First quantum copper mine, SmileDirectClub, Bankruptcy, Negative cash flows, Multi family delinquencies, Federal government interest costs, Costs of rising rates, Social security payments.
12
12, 2023
December Monthly Commentary
In terms of the labor market, job creation has been weak, and vacancies declined further. This led to a slight uptick in the unemployment rate even as wages are still rising by about 4%. More visible job actions at the Canadian banks and other larger companies offer a slanted view on labor as they gain a disproportionate amount of attention from the media.
7
12, 2023
MAAM Research Meeting November 30, 2023
Bullish vs Bearish Technical Indicators, Rates, FED Watch Tool, Shipping stocks, Shipping ETF BOAT, Bond fund TLT, Silver stocks, Gold prices, Charlie Munger, telMAX, Quant Update, Real estate acquisition.
7
12, 2023
The Weekly Beacon – December 8, 2023
Alternative assets, Coinbase stock, Jim Cramer bad calls, Coinbase versus the rest, Chapter 11 filings, Bankruptcy spike, Housing market, First time home buyers, Open a FHSA today.
5
12, 2023
The Daily – December 5, 2023
Moody’s Investors Service cut its outlook for Chinese sovereign bonds to negative, underscoring deepening global concerns about the level of debt in the world’s second-largest economy.
5
12, 2023
The Daily – December 4, 2023
Emerging-market traders were taking a pause after the biggest monthly rally in a year as they awaited data-driven clues on the health of the Chinese economy and the Federal Reserve’s policy path.
5
12, 2023
The Daily – December 1, 2023
Signs are piling up — in recent data, in warnings from top retailers such as Walmart Inc. and in anecdotes from local businesses across the country — that after defying expectations all year and splurging over the summer
5
12, 2023
The Daily – November 30, 2023
The European Union and South America’s biggest economies are closer than ever to concluding a major trade agreement more than two decades in the making, with leaders from both regions optimistic they can strike the elusive deal next week.
5
12, 2023
The Daily – November 29, 2023
US mortgage applications for home purchases increased for a fourth week, the longest stretch of gains since March that was aided by a further easing in borrowing costs.
