The Weekly Beacon

Semiconductors, Broadcom, Domestic chip-making, Chip War, Apple, Trump and Biden agree on semis, Debt ceiling, Republicans and Biden,

Electric vehicle producers struggling Who would have thought that investment bankers and EV producers would miss guide investors?

This weeks issue: Bank failures, JP Morgan Chase, First Republic Bank, SVB, Financial Crisis, FDIC, Bank runs, Bank assets, Bank stock returns,

This weeks issue: Bed Bath & Beyond, Bankruptcy, Chapter 11, Home furnishing sector, Chamath, SPACs, SPAC King, Bitcoin,

Apple’s diversification Apple, the technology conglomerate which was founded in 1976 by Steve Jobs and went public in 1980 is now the world's largest company (by market cap). Apple’s market capitalization is $2.628 trillion, almost $500 billion larger than the second-largest company in the world, Microsoft. So just how much bigger is Apple relative to other companies?

This weeks issue: Defense spending, Defense sector, Rare Earth Metals, Copper, Industrial Metals, EV metals, Renewable energy, Trade restrictions, Interest rates, Inflation, CPI, Energy prices, Warren Buffett, Berkshire Hathaway, Bitcoin, Japanese trading houses, Conglomerates, WeWork, Adam Neumann, Credit conditions, FED, FED Funds Rate, Jerome Powell, Fyre Festival, China, NATO.

This weeks issue: Energy, Oil prices, OPEC, Russia energy, Saudi Arabia, Strategic Petroleum Reserves, Energy shortages, Economics, Regulation, Biden and Trudeau energy policy, U.S. oil production, Shale oil, Oil price projections, CPI, Energy inflation, OPEC inflation, Silicon Valley Bank, Alphabet, Google, Tech companies cut costs, Employee benefits, Twitter costs, Elon Musk, Gambling and investing, Charlie Munger, Gold prices, Central Banks gold spree, Precious metals, Gold production, U.S. Dollar, De-dollarization, Russia, China, Geopolitics, Currency reserves, Russian regulations, Trade wars.

Click here for the PDF: The Weekly Beacon - March 31 2023 We will be giving some macro economic market updates on a weekly basis. No equity recommendations will be given in this commentary, and we encourage you to contact us if you have questions regarding any observations. Feel free to send in your pictures [...]

Click here for the PDF: The Weekly Beacon - March 24 2023 We will be giving some macro economic market updates on a weekly basis. No equity recommendations will be given in this commentary, and we encourage you to contact us if you have questions regarding any observations. Feel free to send in your pictures [...]

Click here for the PDF: The Weekly Beacon - March 17 2023 We will be giving some macro economic market updates on a weekly basis. No equity recommendations will be given in this commentary, and we encourage you to contact us if you have questions regarding any observations. Feel free to send in your pictures [...]