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17 Oct 2024 11 minute read 1 comment Perfectionist25 $0.18
ASML's balance sheet has indeed leaked. There is a 15.6% drop in its stock because of this. All artificial intelligence and microchip companies are pulling it down. Nvidia, AMD Broadcom are all in decline. But when we look at the details, there is ac...
13 Oct 2024 3 minute read 0 comments Perfectionist25 $0.20
The minutes of the Fed's September meeting revealed that there were disagreements among Fed officials on the issue of reducing the policy rate. While all officials agreed that easing monetary policy was appropriate, we see different views on the size...
5 Oct 2024 10 minute read 0 comments Perfectionist25 $0.18
The lush American stock markets had one of their historic days yesterday. Because a very strange employment data came. It was way beyond everyone's expectations, including mine. This changed all our future projections regarding the American economy....
1 Oct 2024 6 minute read 0 comments Perfectionist25 $0.14
Powell had a speech yesterday, it stirred up the markets a bit. Contrary to expectations, Powell talked about two 25 basis point cuts by the end of this year. We don't have a predetermined program for cuts, but when we look at the American economy ri...
22 Sep 2024 10 minute read 1 comment Perfectionist25 $0.09
Last week, there were interest rate decisions by central banks all over the world. First of all, the FED, and of course I had been expecting an interest rate cut for a long time, but I expected it to start with 25 basis points. The FED made a politic...
18 Sep 2024 3 minute read 0 comments Perfectionist25 $0.11
The ounce of gold has passed above that horizontal channel at 2559. There is an effort to go upwards. The daily chart labels 2542 as intermediate support and 2465 as trend support zone, and as long as it stays above these two supports, the chart show...
17 Sep 2024 7 minute read 0 comments Perfectionist25 $0.14
The important event ahead is the US Federal Reserve meeting this week and we can definitely say that there will be an interest rate cut there. What is not certain is whether it will be 50 or 25. Let me first talk about why this is important for those...
16 Sep 2024 7 minute read 0 comments Perfectionist25 $0.12
This week, the important global interest rate decision of the central banks of America, England and Japan is. Of course, the FED will be the determinant here. The FED's interest rate decision is on Wednesday. While 25 basis points was priced in at ov...
14 Sep 2024 8 minute read 3 comments Perfectionist25 $0.30
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...
10 Sep 2024 7 minute read 0 comments Perfectionist25 $0.19
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...
