My Thoughts on Current Events
25 Sep 2026 1 minute read 0 comments Perfectionist25 $0.39
The Federal Reserve is a key topic of discussion in the markets. The Fed raised interest rates by 25 basis points, bringing the policy rate to the 3.75%–4.00% range. The decision was unanimous. The Fed’s message is clear: inflation remains high, and...
23 Sep 2026 2 minute read 0 comments Perfectionist25 $0.15
It is said that if the AI race loses momentum, the market index as a whole will experience a decline. I won’t be repeating the same things everyone else parrots. You are likely hearing what I’m about to write for the first time. You still don't rea...
22 Sep 2026 5 minute read 1 comment Perfectionist25 $0.72
On September 16, 2026, the US Federal Reserve (Fed) raised its policy rate by 25 basis points, bringing it to the 3.75%–4.00% range. This marked the Fed’s first rate hike since 2023. Moreover, following the decision, a significant number of Fed membe...
20 Sep 2026 2 minute read 0 comments Perfectionist25 $0.30
Dario Amodei’s call to slow down the pace of AI development—backed by Elon Musk and Sam Altman—has sparked a new concern in the market: Will AI investments lose momentum? I do not view these statements as inherently negative for AI stocks. However, d...
16 Sep 2026 4 minute read 0 comments Perfectionist25 $0.24
A rare tectonic shift is underway in the bond markets—the invisible backbone of the financial world. The rising yields flashing green on trading screens do not signal a typical market rally; rather, they indicate that bond prices are plummeting and b...
12 Sep 2026 1 minute read 0 comments Perfectionist25 $0.47
There are two oil prices. Brent is the price paid for oil transported by sea, i.e., by Asia and Europe. WTI is the price of America's own oil; American gasoline comes from there. The difference shows who bears the cost when the Strait of Hormuz is cl...
11 Sep 2026 1 minute read 0 comments Perfectionist25 $0.25
I think we need to follow the current bond market movements a little more closely. Specifically, the 10-year yields are a key area, around 3% for Japan and 4.8% for the US. This time, what's being priced in isn't just a bond sell-off originating from...
9 Sep 2026 2 minute read 0 comments Perfectionist25 $0.13
In 2027, the biggest bottleneck for the AI sector may not be chips, but electrical infrastructure. Market estimates suggest that approximately 15 GW of the AI processing capacity to be produced in 2027 may not be commissioned that same year. This...
8 Sep 2026 3 minute read 0 comments Perfectionist25 $0.15
Architects of Intelligence: From Neuron Doctrine to Connective Integrity, from GPT Series to the Age of Autonomous AI, the historical development of artificial intelligence models is essentially a mathematical modeling journey that runs parallel to t...
7 Sep 2026 2 minute read 0 comments Perfectionist25 $0.17
The US administration is trying to ease pressure on the Fed by using oil, bonds, and the dollar. But Warsh seems to be making things more difficult. Or perhaps he's doing so to project an image of independence. Following Kevin Warsh's Jackson Hole sp...
