My Thoughts on Current Events
28 Nov 2024 12 minute read 2 comments Perfectionist25
Microstrategy stock confuses me a lot, maybe it confuses you too. The value of Michael Saylor's company is rising like a rocket. The increase in the last year is 730%, meaning if you invested $100, you would have made a profit of $730. With this perf...
27 Nov 2024 1 minute read 0 comments Perfectionist25
Dell Technologies reported strong growth in AI, but struggles elsewhere in fiscal Q3. The performance paints a mixed picture The company posted revenue of $24.4 billion, up 10%, missing Wall Street’s consensus of $24.7 billion, while adjusted earning...
26 Nov 2024 9 minute read 0 comments Perfectionist25
There is very little time left in the year. It is now time to talk about the investment themes of 2025. Apart from conspiracy theories, there is a nice article from The Economist’s famous ‘The World Ahead’ series about the themes and sectors that may...
24 Nov 2024 6 minute read 0 comments Perfectionist25
This week, the war was at the forefront of pricing pressure. The Ukrainian army, following the US-supplied ATACMS missiles, expanded its use of long-range weapons supplied by the West, and launched its first strike on military targets in Russia with...
23 Nov 2024 4 minute read 0 comments Perfectionist25
Earlier this week, the World Inequality Database (WID) released some shocking numbers. The average monthly income per capita in Sub-Saharan Africa is 15 times lower than that of North America. In South Asia, per capita income is about one-seventh of...
22 Nov 2024 3 minute read 0 comments Perfectionist25
Mercantilism is an economic system that emerged in Europe between the 16th and 18th centuries and is based on the strategy of having a foreign trade surplus to increase a country's economic power. In this system, gold and silver accumulation was cons...
21 Nov 2024 8 minute read 5 comments Perfectionist25
Elon Musk took a big risk in the US elections. He supported Trump at a level never seen before in history. I have never seen a businessman get so involved in political elections and frankly, he is reaping the rewards of that big risk he took these da...
19 Nov 2024 4 minute read 1 comment Perfectionist25
€230 billion ($240 billion)! That’s the staggering debt Volkswagen (VW) has sitting on its books. That makes it one of the world’s most indebted companies. But if you think that’s the only problem the German automaker has, fasten your seatbelts. Its...
18 Nov 2024 2 minute read 1 comment Perfectionist25
Once a niche industrial insulation provider, Aspen Aerogels has transformed into a major player in the electric vehicle sector. Despite strong quarterly results and significant progress on new factory plans, the stock fell significantly following its...
17 Nov 2024 4 minute read 0 comments Perfectionist25
Following Trump's election victory, crypto assets, S&P 500, and financial instruments such as the dollar are breaking records. Crypto assets in particular are where optimism is priced. Investors who think that Trump's new administration will be a gr...
