My Thoughts on Current Events
6 Jun 2026 2 minute read 0 comments Perfectionist25
By the end of 2025, China will be far ahead of Europe in electric vehicle production, with approximately 13 million vehicles produced, while Europe will remain at around 2.5–3 million. This difference has led to China holding over 70% of global produ...
5 Jun 2026 3 minute read 0 comments Perfectionist25
Recently, the divergence between consumer confidence and financial markets in the US has reached striking proportions. While the University of Michigan Consumer Sentiment Index has fallen to historically low levels, stock markets continue to perform...
4 Jun 2026 3 minute read 0 comments Perfectionist25
The global economy has been pricing in wars, sanctions, and geopolitical tensions for the past few years. The energy shock, which began with the Russia-Ukraine war, deepened further with the Iran-Israel-US tension. Therefore, the negotiations current...
3 Jun 2026 1 minute read 0 comments Perfectionist25
Three high-dividend stocks stand out: $ARCC → around 10% yield$ET → around 7% yield$STWD → 11%+ yieldBut the issue here isn't just the dividend rate.The real question is: “Is this high dividend truly an opportunity, or is the market pricing in risk?”...
2 Jun 2026 1 minute read 0 comments Perfectionist25
When we look at our recent history, we can see that the need for energy forms the basis of important industrial transformations. Especially 1 and 2. Access to energy resources played an important role in the background of major turning points such as...
1 Jun 2026 2 minute read 0 comments Perfectionist25
A striking analysis published by JR Research examines the SpaceX ($SPCX) initial public offering (IPO), expected to take place on June 12, 2026, and poised to be the largest in modern financial history. Aiming for an astronomical valuation of between...
31 May 2026 2 minute read 0 comments Perfectionist25
A recent analysis published by JR Research sheds light on one of the biggest paradoxes in the financial world: Despite Nvidia literally "showing off" in its Q1 results and increasing its annual revenue to $216 billion (3.5 times FY2024), the market r...
30 May 2026 2 minute read 0 comments Perfectionist25
A deep analysis published by Pythia Research clearly reveals why Rocket Lab stock is priced not just as a launch company, but as a "full-stack" space infrastructure platform. Especially after SpaceX's IPO filing of the S-1 draft, the market is positi...
29 May 2026 2 minute read 0 comments Perfectionist25
The rapid advancements in the technology world are reshaping the future of hardware architectures. Contrary to claims that the rise of quantum computers will spell the end of classical memory and storage technologies, it will actually increase the ne...
28 May 2026 1 minute read 0 comments Perfectionist25
Last week, the new Fed chairman, Kevin Warsh, was sworn in at the White House. For the first time in 39 years. Normally, this oath is taken at the Fed building because the Fed is an independent institution, not part of the government. But what happen...
