The Weekly Beacon – February 7, 2025
Tariffs, Canada, Mexico, Gold Mining stocks, Gold, Alphabet, AI capex spending, Pipelines, Energy, Oil, Energy consumption
7
02, 2025
9
01, 2025
The Weekly Beacon – January 10, 2025
Politics, Trudeau, Canada, Bond yields, Inflation expectations, UK Treasury yields, Wall Street forecasts, S&P 500 targets, News Corp, Rupert Murdoch, Communication stocks, Oil, Energy stocks, Indian stocks, Indian growth
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,
13
06, 2024
The Weekly Beacon – June 14, 2024
Euro elections, president Macron, Left to right wing rotation, Elections, Turkey and China, Turkey in NATO, EV market, Oil merger, oil deals, Noble Corp., Diamond Offshore Drilling stock, India funds, Indian market, Shipping stocks, Shipping rates, Inflation, May CPI report, Consumer debt, family office asset allocation, private equity, Ark Invest, Cathie Wood, Tesla, Tesla robotaxis.
