The Q4 Commentary 2024
FED, yield curve, FOMC meetings, Draft Kings, Betting, SPACs, Shipping stocks, China, Investing resolutions
16
01, 2025
21
11, 2024
The Weekly Beacon – November 22, 2024
Global emissions, Emissions by country, Western decarbonization, Energy usage and economic prosperity, SMCI's major issues, Audited financials, China ETF flows, China stimulus, David Tepper and China, Insider sales, Japan and China dump US Treasuries, Trump Secretary of Treasury pick, Private equity, Blackstone, Jersey Mike's Subs
31
10, 2024
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
24
10, 2024
The Q3 Commentary 2024
US election, Congress, Tax cuts, Trading, Trade partners, Immigration, China, Magnificent 7
10
10, 2024
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
3
10, 2024
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,
3
10, 2024
MAAM Monthly Market Update October 2024
October Update: TSX 60, Canadian stocks, China ETF, Global markets, Technical indicators, Private equity, Hedge funds.
26
09, 2024
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
19
09, 2024
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
12
09, 2024
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
