My Thoughts on Current Events

My Thoughts on Current Events

My Thoughts on Current Events


Trump's Second Term: Everything That's Happened Since January 2025

18 Jul 2025 4 minute read 0 comments Perfectionist25

Donald Trump has taken tough and radical steps in both domestic and foreign policy since he officially assumed his second term as president on January 20, 2025. The signatures he made as soon as he took office, the appointments he made, and the polic...

ASML's Growth Guidance Contraction and 2026 Uncertainty

17 Jul 2025 3 minute read 0 comments Perfectionist25

While ASML's financial results today exceeded market expectations, its forward guidance did not please investors. While the financial results technically demonstrated strong growth and profitability metrics, their impact on investor expectations and...

The ‘Neo-Luddite’ Revolt Against Artificial Intelligence

16 Jul 2025 5 minute read 6 comments Perfectionist25

The 19th century Luddites, the textile workers of Nottingham, smashed looms and machines with hammers in response to job losses, and shouted their anger at the future that threatened their livelihoods. The descendants of the machine breakers are now...

Rising Confidence Sets Record in Crypto Markets

15 Jul 2025 3 minute read 0 comments Perfectionist25

Signs of a softening global economic outlook have led to a search for direction in the markets. Cryptocurrencies have been the asset class that has reacted most quickly and strongly to this process. Expectations that the Fed may initiate interest rat...

Disorderly World

14 Jul 2025 3 minute read 3 comments Perfectionist25

The rule-based liberal world order is collapsing and do you see a new order replacing it? How beautiful it used to be. There was a West. And an East. Everyone would choose someone according to their disposition. Then the East collapsed; only the West...

Who Will Manage the Economy in the Age of Artificial Intelligence?

13 Jul 2025 2 minute read 0 comments Perfectionist25

At the cutting edge of digital development, artificial intelligence is no longer just a technology; it is a multi-layered power that is transforming the global economy. This technology, which has begun to show its effects in many areas from automatio...

From Nature to Antifragile Portfolio: Diversity Lives and Develops, Fragility Destroys

12 Jul 2025 2 minute read 0 comments Perfectionist25

Those who watch David Attenborough's documentary "A Life on Our Planet", released in 2020, realize with deep sadness not only the beauty of nature, but also how quickly this beauty is disappearing. Attenborough conveys the following basic message thr...

What Does Trump's 'Big Beautiful Bill' Mean for the Market?

11 Jul 2025 2 minute read 0 comments Perfectionist25

In early July, Congress passed the “One Big Beautiful Bill Act,” which made the 2017 tax cuts permanent, and President Trump signed it on July 4. This new regulation extends both individual and corporate tax cut rates and eliminates uncertainties, es...

Tesla Is Not Just a Car Company

10 Jul 2025 2 minute read 3 comments Perfectionist25

As of 2025, Tesla is not just a company that produces electric vehicles. It has established a unique position on the global technology scene by making significant breakthroughs in areas such as artificial intelligence, autonomous driving, energy stor...

Why Robinhood Is a Company That's Shaping the Future

8 Jul 2025 3 minute read 1 comment Perfectionist25

The last few years have witnessed a period that has radically changed the role of individual investors in the stock market. The most powerful name leading this change is undoubtedly Robinhood. Robinhood: “The Next Generation Morgan Stanley”? As Tom L...