My Thoughts on Current Events

My Thoughts on Current Events

My Thoughts on Current Events


Weekly Outlook

30 Sep 2024 8 minute read 0 comments Perfectionist25

When we look at the indicators in the markets, the major fluctuations we have seen especially in the summer months have caused significant changes in the global markets. Emerging markets and low-capital technology investments are gaining strength aga...

Weekly Outlook

28 Sep 2024 4 minute read 0 comments Perfectionist25

The stimulus package announced by China points to a global recovery for the coming period. The total size of the stimulus package aimed at economic recovery is worth $114 billion. China wants to support banks as soon as possible because major banks s...

China Starts Turning on the Money Taps

26 Sep 2024 8 minute read 1 comment Perfectionist25

First, let's look at the good news from China. There is a great article on Bloomberg on this subject. It talks about the new stimulus packages of the People's Bank of China. It is a multifaceted package. It is not a bazooka, you know, it is not a big...

Applovin (App) Review

24 Sep 2024 14 minute read 0 comments Perfectionist25

What they do is help application developers. First, they make it easier for applications to be discovered in stores on mobile phones, namely the App Store or Google's store, they have services in this direction. Second, they ensure that applications...

Hedging Positions See Higher-Than-Normal Demand Following Interest Rate Decision

23 Sep 2024 2 minute read 0 comments Perfectionist25

Stock markets are recovering after last week's interest rate decision. Many stock funds that reduced their risk in August's movements have started to buy back, but since the market is close to historical levels, they are also buying hedging options i...

My Weekly Outlook

21 Sep 2024 4 minute read 1 comment Perfectionist25

The Fed has cut interest rates for the first time since the beginning of the pandemic in March 2020, ending its tightening cycle and lowering its benchmark interest rate by half a point. The Fed has lowered its policy rate by 50 basis points to a ran...

FED Cuts Rate by 50 Points, Says No Recession

19 Sep 2024 7 minute read 0 comments Perfectionist25

The FED made a 50 basis point cut yesterday as I predicted. In fact, even calling it a prediction is wrong. The FED had already given many clues about it. Despite this, many people still believed in 25 basis points. Yesterday, I learned that 105 out...

China is the Main Address for Global Demand-Sided Pressure

15 Sep 2024 5 minute read 0 comments Perfectionist25

The weakening of the global inflationary wave is causing major central banks to start cutting interest rates. The ECB has lowered interest rates by 25 basis points to 3.5% due to the decline in headline inflation in the Eurozone and the outweighing g...

Fed Leaks to Cut Rates by 50 Basis Points

14 Sep 2024 8 minute read 3 comments Perfectionist25

The FED rehearsed a 50 basis point cut and did so by leaking the news through an important journalist. The rehearsal seems to have gone well. This will have significant effects on all asset prices. The rise in the stock market in the last 3 days is a...

Weekly Outlook

10 Sep 2024 7 minute read 0 comments Perfectionist25

Last week was a tough week. The declines that came on Monday and Friday in particular were both extraordinarily tough and unexpected. The data that came last week showed that the recession was getting worse in America. There were even some minor data...