My Thoughts on Current Events
25 Aug 2025 2 minute read 0 comments Perfectionist25
Japan's exports in July fell for the third consecutive month, the largest decline in four years, due to concerns about the impact of US tariffs. A trade agreement reached between the US and Japan in late July will impose a 15% tax on automobiles and...
24 Aug 2025 3 minute read 0 comments Perfectionist25
I believed that for the US to continue to be a winner, Trump's solution would have to be one that wouldn't make the Europeans wonder, "Why didn't we resolve this from the beginning?", Russia wonder, "Why did we go to this war then?", or Ukraine wonde...
22 Aug 2025 2 minute read 0 comments Perfectionist25
The Alaska Summit goes far beyond a diplomatic meeting, containing details that will influence the direction of global markets. The Russia-Ukraine ceasefire is not just a matter for these two countries; it also represents a critical turning point for...
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...
