The Weekly Beacon April 18, 2025
Global trade, China-US relations, McKesson, Healthcare companies, Defensive stocks, Silver prices, Precious metal miners, Berkshire Hathaway, Cash, Buying the market, Traditional investing, Balanced portfolios
Global trade, China-US relations, McKesson, Healthcare companies, Defensive stocks, Silver prices, Precious metal miners, Berkshire Hathaway, Cash, Buying the market, Traditional investing, Balanced portfolios
China, Secretary Bessent, Treasury Yields, Global trade, Volatility, Margin Calls, Bonds, Gold, Central Banks. Inflation expectations, Personal income taxes, U.S. steel stock, Acquisitions, Marker overreacting, Market panic
Tesla, China, Chinese EV producers, Sportsbooks, Gambling, Online betting, DraftKings, FanDuel, Alphabet, Acquisitions, Technology, Cloud computing, Panama Canal, BlackRock, Trump, Canada, Economic growth, Gold prices, Gold miners
U.S. economy, Interest rates, Federal deficit, Scott Bessent, Tariffs, Canadians view of U.S., Trump and yields. Bonds, Debt investors, Refinancing U.S. debt, China, China stimulus, European stocks, Consumer staples, Emerging markets ETF
Tech exposure, hedge funds, Apple, iPhone alternatuves, Apple revenue, Worlds largest ETF, S&P 500, Goeasy, Financial stocks, Alternative lender, P/E ratios, Cash levels of investors, Investor sentiment, Unemployment in DC, Tesla, China, Tariffs
FED, yield curve, FOMC meetings, Draft Kings, Betting, SPACs, Shipping stocks, China, Investing resolutions
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
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
US election, Congress, Tax cuts, Trading, Trade partners, Immigration, China, Magnificent 7
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