($FSX) 2Q ’25 Results
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Month: August 2025
This Proves My Point – With Link
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President Trump, the Fed, and What Really Matters
Federal Reserve Governor, Kugler, resigned early, and President Trump has the opportunity to select her predecessor. The President will also be able to replace Chairman Powell when his term expires next May. As usual, FinX (Formerly FinTwit) and the financial press are losing their minds that President Trump has the opportunity to select the people … Read more
This Proves My Point
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Weekly Points – August 1st, 2025 – 5 Things to Know in Investing This Week – The More Trade Deals Issue
The US and the EU reached a trade deal that was a one-sided adjustment in favor of the US. Somehow, reporters keep failing to mention the continent’s previous trade barriers against the US and the resulting large trade deficit. The Fed stays on “pause” an unpopular move, but I agree with them, or at least … Read more
Macau GGR
Inside Asian Gaming is reporting that Macau GGR (Gross Gaming Revenue) was up 19% in July. $LVS reported a huge 2Q earnings beat crushing estimates. Results were spectacular and mixed/good in Macau. On the conference call, management said that July was going well in Macau. The 19% growth number covers the entire sector including the … Read more
