My Thoughts on Current Events
30 Jul 2025 3 minute read 0 comments Perfectionist25
This week is a macro week with extremely important events, including Fed and Bank of Japan meetings, key US employment data over multiple days, US growth, and PCE inflation data. Each of these developments/news items has the potential to cause signif...
29 Jul 2025 9 minute read 0 comments Perfectionist25
American stock markets broke records again last week. It seems to be positive right now, especially in the early market. Why? Because Trump said they've reached an agreement with the European Union on tariffs. This is, of course, very important. Mean...
27 Jul 2025 2 minute read 2 comments Perfectionist25
Brand loyalty programs have been used for years to encourage customer loyalty. However, the model of accumulating points, redeeming them by a specific date, and accessing limited products or services is no longer appealing to consumers. Renewed loyal...
25 Jul 2025 13 minute read 0 comments Perfectionist25
The first half of 2025 was a mix of storm and sunshine for US stock markets. During this period, investors were buffeted by the Trump administration's aggressive trade policies, personal outbursts, and surprise decisions, while simultaneously breathi...
24 Jul 2025 4 minute read 0 comments Perfectionist25
Kenvue (KVUE), the maker of Tylenol and Listerine, has appointed board member Kirk Perry as interim CEO, replacing Thibaut Mongon, as part of a strategic review to enhance shareholder value. Kenvue, once part of Johnson & Johnson (JNJ), is likely loo...
23 Jul 2025 3 minute read 0 comments Perfectionist25
Energy Fuels offers a unique investment opportunity in the uranium and rare earth elements (REE) space; however, current sales and profitability fall far short of its strategic promises. Despite the company's debt-free balance sheet and strong assets...
20 Jul 2025 2 minute read 1 comment Perfectionist25
The year 2025 will be marked as a significant turning point in the business world. According to Microsoft's recently published 2025 Work Trend Index Report, the finance sector will also be affected by this transformation, along with artificial intell...
18 Jul 2025 4 minute read 0 comments Perfectionist25
Donald Trump has taken tough and radical steps in both domestic and foreign policy since he officially assumed his second term as president on January 20, 2025. The signatures he made as soon as he took office, the appointments he made, and the polic...
17 Jul 2025 3 minute read 0 comments Perfectionist25
While ASML's financial results today exceeded market expectations, its forward guidance did not please investors. While the financial results technically demonstrated strong growth and profitability metrics, their impact on investor expectations and...
16 Jul 2025 5 minute read 6 comments Perfectionist25
The 19th century Luddites, the textile workers of Nottingham, smashed looms and machines with hammers in response to job losses, and shouted their anger at the future that threatened their livelihoods. The descendants of the machine breakers are now...
