My Thoughts on Current Events
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...
22 Mar 2026 4 minute read 0 comments Perfectionist25
"Wars usually end when the costs they create exceed the goals they aim to achieve," is a quote attributed to Henry Kissinger, a guru of diplomacy in our time. This statement is important because it reminds us that wars are multi-layered processes, an...
21 Mar 2026 3 minute read 1 comment Perfectionist25
When I added the years to these 5 layers, this is what formed in my mind. Energy and chips are already active, infrastructure is currently being built, models will mature by 2027, and applications will consolidate economic value in 2028-2030. This is...
20 Mar 2026 4 minute read 0 comments Perfectionist25
As of today, all MAG7 stocks are experiencing a negative year. However, they aren't all falling for the same reason. They aren't facing the same stress, and they won't all emerge with the same results. The market is currently asking MAG7: when and ho...
19 Mar 2026 4 minute read 3 comments Perfectionist25
When Mediterranean civilizations collapsed one after another in 1177 BC, the cause wasn't simply invaders or earthquakes. The cause was the fragility of a system dependent on an alloy that no one could produce alone. Bronze is an alloy of copper and...
18 Mar 2026 4 minute read 0 comments Perfectionist25
In the post-Cold War environment, the US perceived China and Russia as part of the liberal-capitalist system. During that period, the US played a significant role in the rise of the Chinese and Russian economies. After 9/11, these three countries uni...
16 Mar 2026 3 minute read 0 comments Perfectionist25
One of the critical turning points in the history of 20th-century world economics was the oil shocks of the 1970s. These shocks had a huge impact on the world economy. Firstly, the coexistence of cost-driven inflation and unemployment in Western econ...
15 Mar 2026 2 minute read 0 comments Perfectionist25
Wars are, in a sense, inevitable processes and periods that change the future. Although not perceived as such while living through them, when the world order reaches a deadlock in sociological, technological, economic, ecological, and political terms...
