The Latest News of Alternative Investments From The Weekly Beacon
The Weekly Beacon – December 13, 2024
HPE stock, Value stocks in AI, AI revenue and earnings growth, Management discussion and analysis AI stocks, Money market flows, Nvidia, China government, GDP per capita by state and country, Energy outlook from IEA, Oil market, Inflation, CPI, Bitcoin, Microsoft, Crypto, Stocks, MicroStrategy, Interest rate expense, Government spending
The Weekly Beacon – December 6, 2024
Intel, Corporate shakeup, AI growth, Semiconductors, UnitedHealth Group, GM sales, Chinese auto market, U.S. markets vs. the world, Global equities, EV sales, Changing auto market, Retail sales, Buy now-pay later, Affirm Holdings, Amazon, South Korea, Martial Law, Private credit growth, BlackRock
The Weekly Beacon – November 29, 2024
Bitcoin, Bitcoin reserves, M2 Money Supply, Brazil, US Bitcoin ETFs, European stocks, American stock dominance, Economic growth, Leveraged ETFs, P/E ratios, Sentiment from investors, Russian energy, Nuclear energy, Enriched uranium
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
The Weekly Beacon – November 15, 2024
Expensive stocks, P/E ratio of the S&P 500, Relative Strength, Emerging Markets, Tariffs and China, Apple will be impacted by tariffs, Trump's love of tariffs, Nuclear energy, Sprott Uranium Trust, Department of Government Efficiency, Elon Musk, Tesla, S&P 500 forecast, Edward Yardeni
The Weekly Beacon – November 8, 2024
M&A Activity, U.S. Steel, Investment Bankers, Gold, Trump victory, Jim Cramer, Super Micro Computers, Nvidia analysis, Worlds most valuable company, Energy M&A, Step Energy, Private equity, Election waves, 2024 election, Trump vs. Harris, Election day in America
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
The Weekly Beacon – October 25, 2024
Bank of Canada, interest rates, Inflation, Economy, Canadian Dollar, Verizon stock, Telecommunications market, Value stocks, Dividends, Warren Buffett, Berkshire, Share repurchases, Wall Street titans, FED, Stanley Druckenmiller, Shorting bonds
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