My Thoughts on Current Events
6 Sep 2026 5 minute read 0 comments Perfectionist25 $0.51
Fueled by a multitude of factors ranging from the climate crisis and energy costs to geopolitical tensions and export restrictions, food inflation is no longer a temporary price shock but is transforming into a structural problem for the global econo...
3 Sep 2026 1 minute read 0 comments Perfectionist25 $0.78
The $MU CEO's statement that memory supply might not catch up with demand until 2028 doesn't mean memory prices won't fall by then. I think an important detail is being overlooked here: Memory prices don't need to equalize with demand. For example, l...
2 Sep 2026 5 minute read 0 comments Perfectionist25 $0.16
In the summer of 1998, a team of some of the world's brightest financial minds lost nearly four billion dollars in capital within a few months, putting the global financial system at real risk. The team included two Nobel laureates in economics for t...
1 Sep 2026 3 minute read 0 comments Perfectionist25 $0.18
This graph has been circulating lately. Don't let some outdated claims scare you. The total market capitalization of publicly traded companies in the US is approximately $78 trillion, while the US GDP is approximately $32 trillion. This means the mar...
30 Aug 2026 1 minute read 0 comments Perfectionist25 $0.19
NVIDIA may have inadvertently placed a valuation anchor on a completely different group of assets. NVIDIA provided a "value guarantee" of up to $105 billion for OpenAI's data center in Ohio. The facility is owned by SB Energy (SoftBank), the tenant i...
29 Aug 2026 4 minute read 0 comments Perfectionist25 $0.26
The US 30-year Treasury yield rose 6 basis points to 5.31%, reaching its highest level since 2007, while the 10-year yield is around 4.72%. What's particularly noteworthy is that the US isn't alone. France's 30-year yield is at an 18-year high of 4.8...
28 Aug 2026 3 minute read 3 comments Perfectionist25 $0.34
In recent months, a recurring concern has circulated about Michael Saylor's company, Strategy. Its cash reserves are dwindling, its dividend burden is mounting, and the company may be forced to sell its Bitcoin holdings. In this article, I'm not focu...
27 Aug 2026 2 minute read 0 comments Perfectionist25 $0.21
As the capital required to build the next generation of AI infrastructure surpasses the limitations of traditional Wall Street financing, Nvidia ($NVDA) is quietly assuming a new role: lender of last resort. According to a discussion on the "All-In"...
23 Aug 2026 1 minute read 0 comments Perfectionist25 $0.15
Mamdani supports a New York City bill aimed at cracking down on Amazon's outsourcing model. New York City is taking on Amazon ($AMZN) with a bill that would require delivery companies to directly employ last-mile workers rather than relying on third-...
18 Aug 2026 5 minute read 1 comment Perfectionist25 $0.28
In recent years, especially during and after the pandemic period, the structure of financial markets, the habits/profiles of stock market investors and the speed of information flow have undergone a radical transformation. One of the most visible rea...
