My Thoughts on Current Events
1 Apr 2026 4 minute read 1 comment Perfectionist25
The US Federal Reserve (Fed) is perhaps for the first time in its history fighting such a serious battle for independence. Tensions between central banks and politicians always exist because the nature of politics requires producing short-term result...
31 Mar 2026 6 minute read 1 comment Perfectionist25
I'm feeling something different than everyone else right now, and I wanted to write it down because it feels better to let it out and share it with you rather than keeping it in my head. Why am I constantly analyzing this? I'll try to explain the gen...
30 Mar 2026 8 minute read 1 comment Perfectionist25
Last week's macroeconomic theme revolved entirely around the escalating war in the Middle East and its devastating effects on energy supply and inflation. As US and Israeli operations against Iran entered their fourth week, the closure of the Strait...
29 Mar 2026 2 minute read 0 comments Perfectionist25
Charlie Munger says, "It's always better to buy a great company at a reasonable price than a mediocre one at a cheap price." Following Munger's philosophy, I've created a free Finviz screener where you can find quality and inexpensive companies. Let...
28 Mar 2026 2 minute read 0 comments Perfectionist25
We are in a time when the 1973 oil crisis is being compared to the oil crisis we are experiencing today. Indeed, can the 1973 oil crisis be evaluated in the same way as the current rise in oil prices caused by the closure of the Persian Gulf and the...
27 Mar 2026 2 minute read 0 comments Perfectionist25
AI data centers were not foreseen in any scenario in which the power grid was designed today. A ChatGPT query consumes 10 times more energy than a Google search. Agentic workflows increase this even further. Hyperscalers require hundreds of gigawatts...
26 Mar 2026 4 minute read 1 comment Perfectionist25
Wars often begin with the false assumption that the strongest will inevitably win. The military capabilities, economic capacity, and political legitimacy of the stronger party are generally known and accepted. When a country's military capacity is ex...
25 Mar 2026 3 minute read 0 comments Perfectionist25
In my opinion, two companies are turning the energy crisis created by artificial intelligence into an opportunity: the first is $CEG | Constellation Energy, and the second is $OKLO. Everyone sees that the biggest physical obstacle to AI is no longer...
24 Mar 2026 1 minute read 0 comments Perfectionist25
Global markets were in turmoil on Friday due to news that the US would send ground troops to Iran. Stock markets fell sharply, while oil prices rose. After the markets closed, Trump's statement that "operations will be reduced" led to a recovery in f...
23 Mar 2026 4 minute read 1 comment Perfectionist25
It's both a letter and a symbol. A short, concise letter that can be a logo, or even easily expressed by simply bringing two fingers together. I don't think Elon Musk placed this single letter at the center of his world for nothing. For Musk, X perha...
