My Thoughts on Current Events
24 Dec 2025 3 minute read 1 comment Perfectionist25
We are finishing 2025, and looking back, almost all the developments of the past year were actually related to international politics. Yes, many central banks lowered interest rates, and many have even reached the end of their reductions, while Japan...
23 Dec 2025 2 minute read 1 comment Perfectionist25
It's impossible to gauge the return on investment for technology companies by simply looking at this year's or next year's financial statements. We haven't yet entered the phase where artificial intelligence can truly deliver transformation and value...
22 Dec 2025 2 minute read 1 comment Perfectionist25
The European Commission has announced a significant revision to its climate targets for the automotive sector. EU car manufacturers will be required to achieve a 90% reduction in CO2 emissions from 2035 onwards, instead of the previously mandated 100...
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...
