My Thoughts on Current Events
21 Dec 2025 2 minute read 0 comments Perfectionist25
Do you remember the movie Inception, where we often get lost in layers of dreams, struggling to distinguish reality from reality? The traditional financial world has been undergoing a similar layered transformation in recent years. The first layer, a...
20 Dec 2025 2 minute read 0 comments Perfectionist25
The approval of spot Bitcoin ETFs in the US in January 2024 was a turning point in crypto history. For the first time, Bitcoin was directly integrated into the main investment channels of traditional finance. This step facilitated access while raisin...
19 Dec 2025 5 minute read 0 comments Perfectionist25
The most difficult decisions in life are often financial ones. How to invest your savings, what risks you can take, what you want to finance in the future… They are all interconnected, but often seem scattered in our minds. That's precisely why a "po...
18 Dec 2025 2 minute read 0 comments Perfectionist25
Don't we all experience those moments sometimes, those moments when we wonder, "Should we take the blue pill, like Neo in the Matrix, or should we swallow the red pill and experience reality?" Should we remain within the comfortable, familiar confine...
16 Dec 2025 8 minute read 0 comments Perfectionist25
1. Macroeconomic Agenda of the Week The most critical event of the past week was the Fed's expected 25 basis point cut to the 3.50% - 3.75% range. However, Fed Chairman Powell signaled a pause, stating that rates were approaching a neutral level and...
15 Dec 2025 2 minute read 0 comments Perfectionist25
As is the case every year, targets have been announced this year, but this time the landscape is different. As the year-end approaches, following a three-year rally in the US stock market, the outlook for 2026 appears bold at first glance. But when y...
14 Dec 2025 3 minute read 3 comments Perfectionist25
Sometimes a single sentence can shake the world's minds. Last week, Elon Musk's speech at the US-Saudi Arabia Investment Forum in Washington, D.C., was headlined with just such a statement: "Work will be optional in the future." The true subtext of t...
13 Dec 2025 2 minute read 1 comment Perfectionist25
A weak November led the cryptocurrency market to enter December with greater caution. Fluctuations in global risk appetite and uncertainties in macroeconomic data led investors to adopt cautious positions. The upcoming US interest rate decision, alon...
12 Dec 2025 3 minute read 0 comments Perfectionist25
What I've shared in this article are entirely my own thoughts. Please keep this in mind while reading. If you have a different perspective, criticism, or point you'd like to add, I'd be happy to see it in the comments. I've looked at ORCL's balance s...
11 Dec 2025 3 minute read 0 comments Perfectionist25
Amazon, like its Magnificent Seven (Mag7) competitors $NVDA, $GOOGL, and $MSFT, failed to achieve the anticipated boom over the past five years. For investors, this process has become a story of restructuring plagued by capital efficiency issues rath...
