In this section, I will have articles about the stock market and cryptocurrencies.
16 May 2026 1 minute read 0 comments Perfectionist25
US manufacturing data may signal the start of a bull run for Bitcoin. TheRealPlanC, creator of the Bitcoin Quantile Model and a Bitcoin researcher, calls the rally of recent years a "semi-bull season" because it lacked a solid macroeconomic foundatio...
15 May 2026 2 minute read 0 comments Perfectionist25
I don't usually write much about Cloudflare because it's extremely expensive, even more expensive than Palantir. The 15% drop after the earnings report seems to have attracted attention, but seriously, if it drops by 50%, then I'll become a buyer. Th...
6 Apr 2026 6 minute read 0 comments Perfectionist25
Last week's main macro story was the fierce clash between geopolitical supply shocks and risk appetite. The war between the US and Iran sent crude oil prices soaring to $112 a barrel, creating significant market volatility. Fears of a prolonged confl...
17 Mar 2026 2 minute read 0 comments Perfectionist25
Amidst the conflicts in the Middle East, cryptocurrencies experienced volatile movements, but a positive sentiment emerged last Friday, led by Bitcoin. On the last trading day of the week, news flow pushed Bitcoin up to $73,800. This optimism in the...
26 Feb 2026 6 minute read 0 comments Perfectionist25
The Supreme Court told Trump to "stop," but Trump found new tariffs within 24 hours. Markets relaxed, then saw three different tariff regimes. GDP plummeted to 1.4%, inflation remained at 3.0%, and the Fed is in a trap. Junk bond spreads at 2.88%, su...
18 Feb 2026 4 minute read 1 comment Perfectionist25
January's employment data came in strong, inflation cooled, and markets relaxed. But the 2025 revision showed that the job market is much weaker than we thought. Annual employment growth was reduced from +584K to +181K. NFP and CPI are now just noise...
14 Feb 2026 2 minute read 0 comments Perfectionist25
The events of the past week in the cryptocurrency, precious metals, and international exchanges should be evaluated beyond price charts. The unwinding of leveraged positions, ETF outflows, and risks on institutional balance sheets revealed different...
30 Jan 2026 4 minute read 0 comments Perfectionist25
Intel is the only company capable of both designing chips and manufacturing cutting-edge semiconductor chips on American soil as an American company. Chip manufacturing is as strategic for the US as nuclear weapons capability. Intel is America's only...
27 Jan 2026 6 minute read 1 comment Perfectionist25
The week of January 19-25 was marked by records and risks. On one hand, historical highs are being broken, but parabolic rises aren't always healthy. On the other hand, billions of dollars are leaving the market, and critical support levels are being...
21 Jan 2026 6 minute read 0 comments Perfectionist25
December inflation data, released on January 13th, was in line with expectations. The CPI rose 2.7% annually and 0.3% monthly. Core inflation remained stable at 2.6% annually, but was below expectations at 0.2% monthly. Inflation remains above the Fe...
