My Thoughts on Current Events
5 Apr 2026 3 minute read 0 comments Perfectionist25
What most influenced the markets this week? Trump's contradictory messages regarding the war with Iran, oil holding above $100, gold unable to decide whether it's a safe haven or a source of liquidity, and a Fed stuck on a "single/minimal rate cut" p...
4 Apr 2026 2 minute read 0 comments Perfectionist25
Today, technology companies can render thousands of employees redundant with a single software update. Advanced AI systems can analyze thousands of pages of legal documents in seconds. This signals a significant transformation for young professionals...
2 Apr 2026 2 minute read 0 comments Perfectionist25
NuScale and Oklo, despite being in the same industry, are two completely different companies. I think it's wrong to say they do the same thing and invest accordingly, because they actually do different things. First, you need to understand their busi...
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...
