My Thoughts on Current Events
17 May 2026 1 minute read 0 comments Perfectionist25
Copper is back on the scene: prices have surged to historical highs in global markets this week, driven by supply concerns and demand for AI-driven electrical infrastructure. This movement is driven by more than one powerful theme, several simultaneo...
14 May 2026 2 minute read 0 comments Perfectionist25
With Powell handing over the reins to the new chairman, Warsh, on May 15th, the market will re-evaluate his familiar communication style and monetary policy framework. But do historical data offer any clues as to what a new Fed chairman means for the...
13 May 2026 2 minute read 2 comments Perfectionist25
While the cryptocurrency market has shown a strong performance in recent weeks, the underlying factors behind price movements are generating different signals. Bitcoin's re-establishment above the $80,000 level and continued institutional inflows int...
12 May 2026 4 minute read 0 comments Perfectionist25
The saying attributed to Napoleon, "Do not awaken the Chinese dragon, for when it awakens it will shake the world," has for some time been complemented by the question, "How can the dragon be calmed when it awakens?" The Western world is undecided be...
11 May 2026 1 minute read 0 comments Perfectionist25
I think what will happen is this: assuming an agreement can be reached—which is actually doubtful—let's say one way or another, risk appetite will return to the market. In fact, we can say it already has. In that case, semiconductor and chip manufact...
10 May 2026 2 minute read 0 comments Perfectionist25
In the cryptocurrency market, the artificial intelligence (AI) trend has gained strong momentum in recent years, becoming a prominent theme in the ecosystem's growth story and attracting significant investor interest. However, viewing this rise solel...
9 May 2026 2 minute read 0 comments Perfectionist25
The world is experiencing a hazy "age of crises," dominated by uncertainty, doubt, and undefinedness. Our familiar values, norms, and institutions have been shattered. While regional conflicts may appear as a reflection of competition between major a...
8 May 2026 2 minute read 2 comments Perfectionist25
As Jerome Powell's era draws to a close, the US Federal Reserve is undergoing a radical doctrinal shift. In his final meeting, Powell closed the door on interest rate cuts, citing energy prices and the Middle East crisis as reasons for core inflation...
7 May 2026 2 minute read 0 comments Perfectionist25
One of the things I hear most often these days is, "The US is exporting dollars to the world." At some point, it's going to explode, and immediately afterwards, people will be saying, "The US is collapsing, the dollar's hegemony is crumbling, everyth...
6 May 2026 1 minute read 0 comments Perfectionist25
By 2026, global automotive production capacity will be approximately 105 million vehicles per year. The highest capacity is in Asia (especially China, Japan, and South Korea), followed by Europe and North America. Prominent production centers by coun...
