My Thoughts on Current Events
18 Jun 2026 3 minute read 0 comments Perfectionist25
In recent weeks, the most talked-about topic in the markets has undoubtedly been the Middle East, and within this context, oil and the risk of oil-related inflation. The tensions between Iran and the US-Israel conflict, along with scenarios unfolding...
17 Jun 2026 3 minute read 0 comments Perfectionist25
The world started the week with the announcement from US President Donald Trump that "the details of the agreement with Iran have been finalized." The war between the US and Iran, which began on February 28, 2026, will officially end with the signing...
16 Jun 2026 1 minute read 0 comments Perfectionist25
Sukuk, one of the most important capital market instruments of Islamic finance, has undergone a new transformation in recent years, driven by both the expansion of its global investor base and the impact of digitalization. The opportunities offered b...
15 Jun 2026 2 minute read 0 comments Perfectionist25
The crisis in the Strait of Hormuz is directly impacting the Asian electric vehicle market. The near-halt of oil and LNG shipments has sharply increased fuel prices, accelerating the shift towards electric vehicles. Electric vehicle sales have reache...
14 Jun 2026 2 minute read 0 comments Perfectionist25
For many years in the business world, we associated success with teamwork. We brainstormed, created open offices, and explained the power of collaborative production. Now we are entering a different era. Employees have more powerful digital tools tha...
13 Jun 2026 4 minute read 22 comments Perfectionist25
A tennis player needing an ice pack on a court and a worker forced to work in the heat become two different faces of the same big problem. But they both say the same thing: as the world warms, not only nature but all human activity will have to be re...
10 Jun 2026 2 minute read 0 comments Perfectionist25
The common thread in the recent volatility of global markets is not a complete loss of risk appetite among investors, but rather a readjustment of risk. While technology and artificial intelligence continue to support equity markets, bond markets are...
9 Jun 2026 5 minute read 1 comment Perfectionist25
Even with the most advanced graphics processors (GPUs) powering AI systems, you may only be utilizing a tiny fraction of their theoretical capacity. The massive processors in today's data centers spend most of their time idle, or "waiting," while dat...
8 Jun 2026 6 minute read 2 comments Perfectionist25
From the Strait of Hormuz to Malacca, from Istanbul to the Arctic, the balance of power is being reshaped on a new global chessboard. The greatest geopolitical struggle of the 21st century is not actually taking place on land, but in sea passages. Th...
7 Jun 2026 1 minute read 0 comments Perfectionist25
Now I would like to make a comparison between $CRWV and $NBIS for you. CoreWeave is expected to generate $12.667 billion in revenue in 2026, rising to 24.907 billion in 2027, roughly doubling. $NBIS is expected to generate revenues of $3.441 billion...
