My Thoughts on Current Events
13 Jul 2024 2 minute read 0 comments Perfectionist25
The last bear hunt on Wall Street was 25 years ago, and now the new hunting season has begun. On August 27, 1999, Charles Clough, chief investment strategist at Merrill Lynch, resigned. Clough, who had been a highly respected strategist until then,...
12 Jul 2024 2 minute read 1 comment Perfectionist25
Humacyte, Inc., a regenerative medical technology company. is developing human acellular vessels (HAV) for various therapeutic applications. Humacyte's pipeline utilizes human aortic vascular cells isolated from donor tissues. These cells are cryopre...
8 Jul 2024 3 minute read 1 comment Perfectionist25
Global markets focused on the inflation data to be announced in the USA. While global markets followed a positive trend last week with the evaluations of US officials and the data announced in the country indicating that economic activity has slowed...
5 Jul 2024 13 minute read 0 comments Perfectionist25
Sometimes bad things happen to great companies and their stocks pull back quickly. Last week, Nike retreated 20% after the balance sheet, which has actually been in decline for a long time and has now reached almost a third of its peak. So, what is h...
2 Jul 2024 3 minute read 0 comments Perfectionist25
Tesla has finally achieved the explosion I have been waiting for for a long time. Tesla up roughly 40% in 3 weeks. It added $20 more to its value per share in the last two days. It is going very positive today as well, currently there is an increase...
29 Jun 2024 9 minute read 10 comments Perfectionist25
An important data came in the United States: PCE inflation index. Here, FED attaches great importance to the core, not the headline, and the monthly target for the core is 0.1. It will most likely come within this framework. Because PCE is basically...
28 Jun 2024 7 minute read 1 comment Perfectionist25
Nvidia Nvidia Nvidia We always need to talk about it these days. Because it is a stock that alone drags the American stock market. It had fallen sharply from Thursday to Friday, and I expressed my opinion that this decline was temporary. I attributed...
27 Jun 2024 2 minute read 0 comments Perfectionist25
Novo Nordisk's Wegovy weight loss treatment has been approved for long-term weight management in China. This paves the way for the blockbuster drug to be sold to individuals with obesity and at least one weight-related comorbidity. It is noteworthy t...
24 Jun 2024 2 minute read 0 comments Perfectionist25
Broadcom, Inc. (AVGO) has emerged as a major player in the AI semiconductor market, positioning itself alongside Nvidia. Although it doesn't produce GPUs or large language model software, Broadcom's strategic focus on connectivity solutions has pai...
23 Jun 2024 6 minute read 2 comments Perfectionist25
Stock markets were very active on Thursday and Friday. What does the sharp decline in Nvidia shares, especially on Thursday and Friday, indicate? Is it the end of the artificial intelligence revolution or is something else going on in the stock marke...
