China

3 10, 2024

The Weekly Beacon – October 4, 2024

2024-10-04T15:00:32+00:00By |Categories: The Weekly Beacon|Tags: , , , , , , |

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,

26 09, 2024

The Weekly Beacon – September 27, 2024

2024-10-04T14:59:30+00:00By |Categories: The Weekly Beacon|Tags: , , , , , , , |

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

2024-10-04T15:02:05+00:00By |Categories: The Weekly Beacon|Tags: , , , , , , , , |

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

2024-09-20T19:49:24+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

2024-09-20T19:50:25+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

22 08, 2024

The Weekly Beacon – August 23, 2024

2024-09-20T19:52:13+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

2024-09-20T19:53:23+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

4 07, 2024

The Weekly Beacon – July 5, 2024

2024-07-04T13:12:48+00:00By |Categories: The Weekly Beacon|Tags: , , , , , , |

Betting websites, presidential election, Biden vs. the field, Warren Buffett Indicator, Market Cap vs. GDP, Shipping Index, Shipping stocks, shipping rates, Inflation, BOAT ETF, FED Funds Rate, Interest rate expectations, Tesla stock, Tesla earnings, India vs China as an ally, India economy, Google's climate goals, Alphabet stock, Net-zero commitments

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