My Thoughts on Current Events
21 Aug 2025 5 minute read 5 comments Perfectionist25
UnitedHealth Group has long been one of the most powerful players in the American healthcare sector. Developments in recent weeks suggest that this stock could become even more prominent in the coming period. Mega-cap companies like $UNH typically ha...
20 Aug 2025 2 minute read 0 comments Perfectionist25
The Jackson Hole (JH) meeting is upon us. Every year, news reports are made about it, and its history is charmingly recounted, so I won't delve into that. However, I find it worth reminding that there's no Fed meeting in August, but we're in a time w...
19 Aug 2025 3 minute read 1 comment Perfectionist25
Throughout history, the meetings of leaders representing the major actors of the system have been remembered as summits that opened the door to a new world, for better or worse. For example, according to many historians, the fundamental order of the...
18 Aug 2025 2 minute read 0 comments Perfectionist25
The history of global business has rarely seen a period where so many risks have converged simultaneously. According to McKinsey and the World Economic Forum's "Resilience Pulse Check 2025" report, 84 percent of leaders feel inadequate in dealing wit...
17 Aug 2025 3 minute read 3 comments Perfectionist25
The wealthy, believing that civilization will soon end and the world will end with a cataclysmic event, are preparing themselves for "Judgment Day." So, what do billionaires who build themselves luxurious bunkers know that we don't, that makes them p...
16 Aug 2025 2 minute read 2 comments Perfectionist25
Over the last 10 years, the crypto market has evolved from an experimental arena for enthusiasts to a global ecosystem where millions of people invest. It is estimated that by 2025, approximately 6.8 percent of the world's population, or more than 56...
15 Aug 2025 3 minute read 1 comment Perfectionist25
Trump has signed another unprecedented rule, requiring Nvidia and AMD, which sell H20 and MI308 chips to China, respectively, to pay a 15% share of their revenue to the US government. The ethical and legal merits of this are debatable, but ultimately...
13 Aug 2025 5 minute read 1 comment Perfectionist25
Despite all the doom and gloom scenarios, the US stock market remains very strong. The Nasdaq reached an all-time high last week. The S&P 500 is very close there. Despite geopolitical uncertainties, tariff disputes, and periodic economic data shocks,...
12 Aug 2025 3 minute read 1 comment Perfectionist25
Humankind's relationship with music and rhythm dates back tens of thousands of years, to prehistoric times. The first tool of communal life and communication wasn't spoken language; it was body language—movement—that emerged long before painting and...
10 Aug 2025 2 minute read 0 comments Perfectionist25
Following the signing of agreements with Japan and ongoing talks with the European Union, the US has included three of its five largest trading partners in the agreements, citing an alternative perspective on global trade. While negotiations with Can...
