The Quarterly Commentary – Q2 2025
S&P 500, Nasdaq, Valuations, Price to Earnings ratios, Earnings, Dividends, Bell Stock, Balanced portfolios, Tariffs, Real estate, Fixed mortgage rates, Past repeats the present
9
07, 2025
17
10, 2024
The Weekly Beacon – October 18, 2024
Housing bubble, Housing affordability, Housing supply, ETF investor flow, Energy sector, XLE ETF, Presidential odds, Tariffs, Earnings season, United Airlines results Q3, Airline stocks, Nuclear energy, Data center energy demand, Tech stocks go nuclear, Semiconductor earnings, ASML, Earnings growth for markets
1
08, 2024
The Weekly Beacon – August 2, 2024
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
16
07, 2024
The Q2 Commentary 2024
Best performing stocks 2024, Valuations throughout the market, P/E ratios, Corrections in the market, Earnings growth, Magnificent 7, Bond market, Yield curves, Tesla, Recency bias
