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The Weekly Beacon

14 03, 2024

The Weekly Beacon – March 15, 2024

2024-03-14T13:12:06+00:00

This weeks issue: IPO Market, Investment bankers, Reddit financials, Reddit IPO, Social media stocks, New York Community Bancorp stock, NYCB equity package, Secretary Steven Mnuchin, S&P 500 performance, S&P 500 components performances, CPI, Consumer prices, Inflation, Energy prices, Gasoline prices, Shelter prices, Interest rates, FED decision, Elon Musk, Tesla analysis, Tesla stock, Tesla valuation, Gold prices, Investor interest in gold, Gold miners, Physical gold prices.

The Weekly Beacon – March 15, 20242024-03-14T13:12:06+00:00
7 03, 2024

The Weekly Beacon – March 8, 2024

2024-03-07T14:25:32+00:00

This weeks issue: ESG outflows, ESG focus, ESG returns, Crypto market, Bitcoin, Bitcoin volatility, NFT market, Housing market, Case Schiller housing Index, Supply and demand in housing, Gold prices, Gold miners, Interest rate policy, Inflation, Bezos vs. Musk, Worlds richest man, Tesla circling the drain, Recession signal, Republican primary, EU trade, EU tarriffs on China, Trade war. Electric vehicles, Chinese auto market, Chinese exports.

The Weekly Beacon – March 8, 20242024-03-07T14:25:32+00:00
29 02, 2024

The Weekly Beacon – March 1, 2024

2024-02-29T15:02:04+00:00

This weeks issue: FTC blocks trade, Biden administration blocks mergers, Kroger acquisition, Kroger financials, Albertsons acquisition, Artificial intelligence, AI in fast food, Nvidia's growth, S&P 500 concentration, Meta platforms stock, P/E ratios, BTC price, BTC melt-up, Elon Musk vs. Apple, Apple car pursuit, Apple valuation, Electric vehicle market, Self driving cars, NFL versus the rest, Mark Cuban, NFL growth, NBA struggles, Salary caps in sports, Government shutdown, Congress disagrees.

The Weekly Beacon – March 1, 20242024-02-29T15:02:04+00:00
22 02, 2024

The Weekly Beacon – February 23, 2024

2024-02-22T14:34:17+00:00

This weeks issue: Discover stock, Capital One stock, Merger in financials, Regulations and the DOJ,Financials sector analysis, Credit card industry, Visa, Mastercard, Russia invasion, China, East versus West, China buying U.S. farmland, China stocks, China attempts to limit short selling, Berkshire Hathaway stock, Buffett top picks 2024 for stock market, Occidental Petroleum stock, Chevron stock, Apple stock, Nvidia earnings, AI chip sales, Nvidia forecast 2025, Nvidia price forecast, Nvidia valuation.

The Weekly Beacon – February 23, 20242024-02-22T14:34:17+00:00
15 02, 2024

The Weekly Beacon – February 16, 2024

2024-02-15T14:55:39+00:00

This weeks issue: CPI, Inflation data, Interest rates, Jerome Powell, FED, Bill Ackman, Closed-end funds, Pershing Square Capital, Chinese markets, Chinese debt crisis, Chinese property values, Cathie Wood, Ark Investments, Nvidia stock, Lyft stock, Uber stock, Earnings report, Amazon stock, Amazon and China, Yield curve inversion, Sam Altman, OpenAI, Chip manufacturing.

The Weekly Beacon – February 16, 20242024-02-15T14:55:39+00:00
8 02, 2024

The Weekly Beacon – February 9, 2024

2024-02-08T14:16:58+00:00

This weeks issue: Adam Neumann, WeWork, Chapter 11 bankruptcy, Oil seasonality, Oil fundamentals, China crisis', India vs. China, Global population, Chinese birth rate, Meta Platforms stock, Meta performance, Meta earnings report, Ford earnings, Traditional versus Electric vehicles, Tesla stock, Tesla earnings, Tesla vs. Ford P/E ratio, Ark Investments performance, wealth destroying ETFs, Cathie Wood and the media.

The Weekly Beacon – February 9, 20242024-02-08T14:16:58+00:00
1 02, 2024

The Weekly Beacon – February 2, 2024

2024-02-01T14:35:19+00:00

This weeks issue:Chinese stocks fade, Chinese risks, Super Bowl prices, Elasticity of sports tickets, Taylor Swift, Apple revenue, Apple's quiet issue, iPhone sales, Apple versus Magnificent 7, Tesla used and new prices, Slow Tesla demand, Tesla performance in the cold, Nuclear energy, Uranium price, Building nuclear reactors, U.S. regional banks, Signature bank collapse, New York Community Bancorp stock, FED decision, Sticky inflation.

The Weekly Beacon – February 2, 20242024-02-01T14:35:19+00:00
25 01, 2024

The Weekly Beacon – January 26, 2024

2024-01-25T16:09:12+00:00

This weeks issue: Stimulus, Chinese aid package for stocks, Alibaba shares, Chinese tech stocks, Jack Ma, iShares China ETF, Netflix earnings beat, Netflix content spending, Netflix and WWE deal, Streaming industry, Bank of Canada interest rate decision, Bank of Canada policy, Mortgage rates in Canada, Joe Lewis, British billionaire insider trades, Pre election versus election year performance, Nancy Pelosi trading, Unusual whales stock tracking, Nvidia call options, AI technology, Government AI program.

The Weekly Beacon – January 26, 20242024-01-25T16:09:12+00:00
18 01, 2024

The Weekly Beacon – January 19, 2024

2024-01-18T13:31:50+00:00

This weeks issue: FED members, FED policy, Interest rates, G7 countries, G7 real estate, Canadian real estate bubble, Government spending, Housing starts in Canada, Spirit airlines, JetBlue Spirit deal collapse, Government breaks merger, SAVE stock, Taiwan election, China vs. the U.S., Chinese tech stocks versus U.S. tech stocks, technology stocks, China economy, China growth, Burger King stock, Restaurant Brands International stock, Carrols Restaurant Group stock, Uranium stocks, Sprott Uranium Trust, Kazatomprom production, Cameco stock, France and nuclear energy.

The Weekly Beacon – January 19, 20242024-01-18T13:31:50+00:00
11 01, 2024

The Weekly Beacon – January 12, 2024

2024-01-11T16:22:42+00:00

This weeks issue: Oil seasonality, Oil prices, Seasonality for markets, Netflix stock, Netflix strategy, Netflix spending, Debt to finance operations, America and football, NFL dominance, TV viewership, Streaming and sports, Oil elusiveness, EIA 2025 oil demand forecast, Oil market expansion, Global EV market, Tesla versus BYD, Tesla stock, Chinese auto market, ESG and Asset Managers, S&P 500 companies ESG strategy.

The Weekly Beacon – January 12, 20242024-01-11T16:22:42+00:00
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