The Weekly Beacon

12 09, 2024

The Weekly Beacon – September 13, 2024

2024-09-13T16:29:21+00:00By |Categories: The Weekly Beacon|Tags: , , , , , , , , |

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

5 09, 2024

The Weekly Beacon – September 6, 2024

2024-09-12T16:19:18+00:00By |Categories: The Weekly Beacon|Tags: , , , , , , , , , , , , |

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

29 08, 2024

The Weekly Beacon – August 30, 2024

2024-08-29T16:12:26+00:00By |Categories: The Weekly Beacon|Tags: , , , , , , , , |

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

22 08, 2024

The Weekly Beacon – August 23, 2024

2024-08-28T14:15:49+00:00By |Categories: The Weekly Beacon|Tags: , , , , , , , , |

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.

15 08, 2024

The Weekly Beacon – August 16, 2024

2024-08-15T13:45:22+00:00By |Categories: The Weekly Beacon|Tags: , , , , , , , , , , , |

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

8 08, 2024

The Weekly Beacon – August 9, 2024

2024-08-20T14:05:03+00:00By |Categories: The Weekly Beacon|Tags: , , , , , , , , |

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

1 08, 2024

The Weekly Beacon – August 2, 2024

2024-08-13T18:15:55+00:00By |Categories: The Weekly Beacon|Tags: , , , , , , , |

Emerging markets, China, Economic growth rates, GDP per capita, Indian economy, Technical breakout, Microsoft earnings, Microsoft stock, Markets, AI spending, Semiconductor chip demand, FED, interest rates, rate cuts, Bank of Japan, Yen, Japanese monetary policy, Venezuela election, Maduro and Chavez ruin Venezuela, Oil reserves

18 07, 2024

The Weekly Beacon – July 19 2024

2024-07-18T16:00:14+00:00By |Categories: The Weekly Beacon|Tags: , , , , , , , , , , |

Steel stocks, steel industry, U.S. steel, Nippon steel, Cleveland Cliffs stock, M&A activity, Chip stocks, AI performance, Nvidia, Tail risks, Geopolitics, Inflation risk, Trump presidency, Jamie Dimon, JP Morgan, Equal weighted vs S&P 500, Concentration, Elon Musk, Super PAC, Election 2024, Equity fund flows, Burberry stock, Burberry sales

11 07, 2024

The Weekly Beacon – July 12, 2024

2024-07-30T09:00:15+00:00By |Categories: The Weekly Beacon|Tags: , , , , , , , |

Money market funds, Investor sentiment, FED, presidential election, Interest rate policy, AI valuations, AI stocks, Tesla price target, Bill Gross, PIMCO, Meme stocks, Consumer excess savings, Credit cards, Gold prices, Central banks, Biden odds

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