My Thoughts on Current Events
17 Feb 2026 6 minute read 0 comments Perfectionist25
Currently, the main focus of the markets is a shift from the long-standing narrative of "software eating the world" to a strong concern that "artificial intelligence (AI) is eating software." Following developments like Anthropic's Claude add-ons, a...
16 Feb 2026 3 minute read 0 comments Perfectionist25
Let's not let the turmoil prevailing in the world confuse us. When elephants fight, the grass gets trampled! If you're not a great power, you'll have to be in an alliance. From this perspective, everything happening in Europe today is far more vital...
15 Feb 2026 3 minute read 0 comments Perfectionist25
The lyrics of the song "Désenchantée" by Canadian-born French singer Mylène Jeanne Gautier (Mylène Farmer) go like this: “Tout est chaos, À côté, Tous mes idéaux: des mots, Abîmés... Je cherche une âme, qui, Pourra m’aider, Je suis d’une Génération d...
13 Feb 2026 4 minute read 0 comments Perfectionist25
For a long time, Tesla was a symbol of the electric vehicle revolution. Bold designs, ambitious goals, and Elon Musk's high-pitched rhetoric transformed the company from just a car manufacturer into a promising future. However, today, when looking at...
12 Feb 2026 1 minute read 0 comments Perfectionist25
In December 2025, 2.1 million electric vehicles were sold worldwide. By the end of the year, the total number of electric vehicles sold in the passenger car and light commercial vehicle segments was calculated as 20.7 million. Thus, total sales reach...
11 Feb 2026 6 minute read 0 comments Perfectionist25
Markets were shaken when Kevin Warsh's nomination for Fed Chairman was announced: Is the era of "easy money" over? Warsh resigned from the Fed in 2011 in opposition to QE. Now he's returning, with a balance sheet of $6.6 trillion. This shock was foll...
10 Feb 2026 1 minute read 0 comments Perfectionist25
Technically, a long-term trend breakout has occurred in DXY. The US will continue its weak dollar strategy; the door to 90 is now open. My strategy of selling DXY and buying everything else continues this year. The weekly bull flag formation is activ...
9 Feb 2026 9 minute read 0 comments Perfectionist25
Markets experienced a sharp shift from a "Goldilocks" scenario (neither too hot nor too cold) to a "Capex Panic" and rotation pains. The main theme of the week was the fear that the massive amounts of money poured into AI infrastructure by tech giant...
8 Feb 2026 2 minute read 0 comments Perfectionist25
The renewed US-Iran tensions have brought geopolitical risks back to the forefront. At the time of writing, no actual military operations have begun. While Europe has given the US a green light with its message, it's clear that Iran represents much m...
7 Feb 2026 2 minute read 2 comments Perfectionist25
The release of over 3 million documents (photos, emails, videos) related to Jeffrey Epstein by the U.S. Department of Justice on January 30th revealed the existence of an organized crime and rape ring among those who rule the world. The reopening of...
