Aremorph's Insights

I have met the King of Salem. “When you want something, all the universe conspires in helping you achieve it.” “In the long run, what people think about you becomes more important than your own Personal Legend.” “I always appear in one form or another, sometimes as a solution, a good idea, or a quiet easing of a crucial moment.” That encounter in The Alchemist , between Santiago and the King, highlighted something deep within me.  I too have met the King. It was the summer after a season of striving, when every piece of the puzzle seemed to snap into place. I had done all I thought I must. The grades. The effort. The image. The future. I stood tall, perhaps the strongest I had ever felt, both physically and mentally. Surrounded by growth, nourished by books and ambition, I believed the path was paved. But comfort, like still water, can hide the monsters beneath. The illusions fell fast, foundations I thought were solid crumbled, plans I had written in stone were washed awa...

Week 6/23-27/25 Weekly Market Summary by Aremorph Summary - Movers, Macro, Monetary, and Fiscal Global Weekly Movements U.S. Equities S&P 500 Index: 6,173.07 (3.41%) The SPX blossomed on the week but Energy held the reins back, losing 4.14% over 5 days. The deescalation of geopolitical tensions and inflationary data calmed down the market regarding potential supply chain issues and oil shortages. Communication services, consumer discretionary, and technology sectors led the charge, all increasing by roughly 4%. Leaders in the charge were: META, NFLX, WBD, GOOGL, all respectively rising by 7+%.  Dow Jones Industrial Average: 43,819.27 (3.89%) Russell 3000 Index: 3,508.54 (3.41%) NASDAQ Composite: 20,273.46 (4.36%) Big Movers of the Week  Nike (NKE): 72.04 (20.49%) Nike  jumped 15.2% despite an 86% drop in Q4 profit and 10% revenue decline for FY2025. Management signaled the downturn has likely bottomed, with headwinds expected to ease. Investors are betting on a t...

Week 6/16-20/25 Weekly Market Summary by Aremorph Summary - Movers, Macro, Monetary, and Fiscal Global Weekly Movements U.S. Equities S&P 500 Index: 5,967.84 (-0.55%) The Healthcare sector slid by the most 2.59%, led by Eli Lilly and Johnson & Johnson. The energy sector rose by 1%, led by Exxon Mobil and Chevron. Various  Dow Jones Industrial Average: 42,206.82 (-0.88%) Russell 3000 Index: 3,393.65 (-0.73%) NASDAQ Composite: 19,447.41 (-0.02%) Big Movers of the Week  Coinbase (COIN):  308.38 (27.93%) Coinbase shares surged 28% after the Senate passed the GENIUS Act, a bipartisan bill that boosts regulatory clarity around stablecoins.  Jabil Inc (JBL): 206.20 (15.14%) Jabil posted strong Q3 results, with revenue up 15% and EPS beating estimates, extending its streak of earnings surprises. Backed by major clients like Apple and Amazon, plus exposure to AI trends, the company expects continued growth. Enphase Energy (ENPH): 35.85 (-19.79%) Enphase Energy...