My Thoughts on Current Events
1 Mar 2026 3 minute read 1 comment Perfectionist25
We're going through interesting times. The impact of the Citrini Report, which supposedly hit the markets but which I find meaningless, lasted only one day. In fact, it wasn't a real report, but a hypothetical scenario, as they themselves stated at t...
28 Feb 2026 2 minute read 0 comments Perfectionist25
The global financial system is undergoing a silent transformation. Fiat money and banking infrastructure, operating with the reflexes of the analog age, are silently but profoundly preparing for a change. The traditional financial system is reinventi...
27 Feb 2026 1 minute read 0 comments Perfectionist25
Tensions have risen again in the markets. Whether the recent talks between the US and Iran will escalate into direct conflict is the main topic of discussion globally. All investors are focused on the statements that will come from US President Donal...
25 Feb 2026 3 minute read 0 comments Perfectionist25
Geopolitical tensions are events that can cause significant fluctuations in markets. Such events, especially war, economic sanctions, terrorist attacks, and political uncertainties, can cause investors to reshape their portfolios. The recent increase...
24 Feb 2026 2 minute read 1 comment Perfectionist25
Artificial intelligence, the hottest topic of the last two years, is now burning investors' hands, causing the market to shift towards alternative options. There's a very clear flow of money from technology-heavy stocks to older industrial stocks. Th...
23 Feb 2026 4 minute read 4 comments Perfectionist25
Many people compare artificial intelligence to oil. Yes, the oil analogy is powerful, but it breaks down at a certain point. The logic of oil was simple: it was either underground or it wasn't. Data doesn't work that way. Data is produced everywhere....
22 Feb 2026 2 minute read 1 comment Perfectionist25
A year has passed since the 2025 Munich Security Conference, where US Vice President J.D. Vance shouted to European leaders, "There's a new sheriff in town now," and conference chairman Christoph Heusgen broke down in tears on the podium. The 2026 Mu...
21 Feb 2026 2 minute read 0 comments Perfectionist25
Financing education is one of the most critical aspects of global development, yet it still suffers from deep structural inequalities. In many parts of the world, young people with strong talent and a desire to learn do not have widespread access to...
20 Feb 2026 2 minute read 1 comment Perfectionist25
Companies like Sandisk and Micron generally have low valuations because they are cyclical. The recent pricing might indicate a shift in this trend. I've been thinking for a while that this cyclical nature might be breaking. Because these memory modul...
19 Feb 2026 2 minute read 0 comments Perfectionist25
The environmental and human costs of mining are becoming increasingly apparent and alarming. Approximately 60% of Ghana's waterways are heavily polluted due to gold mining along riverbanks. In Peru, many communities have lost access to safe drinking...
