My Thoughts on Current Events

My Thoughts on Current Events

My Thoughts on Current Events


Is It Time for a Market Correction?

2 Aug 2025 7 minute read 2 comments Perfectionist25

American markets appear poised to take a break from their months-long rally. The first signs of a correction had been evident since the beginning of the week. Thursday saw a sharper sign. I had quite anticipated a correction in August. It's also a ba...

What Happens If Powell Loses His Seat?

1 Aug 2025 1 minute read 5 comments Perfectionist25

"I think having an independent central bank is constitutional. In this process, we need to make difficult decisions. We need to make decisions based on the data we have, not political factors." Fed Chair Powell, amid Trump's harsh criticism of the Fe...

Reserve and Transparency Risk in Stablecoins

31 Jul 2025 2 minute read 1 comment Perfectionist25

Stablecoins, simply defined as cryptocurrencies pegged to a fiat currency, usually the US dollar, are one of the fastest-growing areas of the crypto ecosystem. They are considered a "safe haven" by investors due to their price stability. The fundamen...

Macro Week

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...

A Very Complicated Week in the Markets

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...

Loyalty and Brand Loyalty Enter the Crypto Age

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...

US Stock Markets in the Second Half of the Year

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...

Kenvue Appoints Interim CEO and Launches Strategic Review

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...

Energy Fuels (UUUU) Stock Analysis

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...

Digital Adaptation

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...