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24 Apr 2026 2 minute read 0 comments Perfectionist25
AMD has been working on custom chips for years, and I believe that by 2026, this will pose a huge problem for AVGO and ARM. The biggest advantage of #ASICs from the beginning was that they could be designed entirely for specific purposes; this allowe...
13 Apr 2026 3 minute read 0 comments Perfectionist25
Last week began with Iran rejecting a ceasefire offer, the US bombing petrochemical plants, and Trump's latest ultimatum being implemented. In the middle of the week, however, a two-week ceasefire agreement brokered by Pakistan, signed in the last 90...
6 Apr 2026 6 minute read 0 comments Perfectionist25
Last week's main macro story was the fierce clash between geopolitical supply shocks and risk appetite. The war between the US and Iran sent crude oil prices soaring to $112 a barrel, creating significant market volatility. Fears of a prolonged confl...
30 Mar 2026 8 minute read 1 comment Perfectionist25
Last week's macroeconomic theme revolved entirely around the escalating war in the Middle East and its devastating effects on energy supply and inflation. As US and Israeli operations against Iran entered their fourth week, the closure of the Strait...
10 Mar 2026 8 minute read 0 comments Perfectionist25
Last week's macroeconomic agenda was shaped by the sharp tension between growth and inflation. US and Israeli attacks on the Iranian mullah regime and the de facto blockade of the Strait of Hormuz rapidly pushed oil prices higher. Brent crude finishe...
24 Feb 2026 2 minute read 1 comment Perfectionist25
Artificial intelligence, the hottest topic of the last two years, is now burning investors' hands, causing the market to shift towards alternative options. There's a very clear flow of money from technology-heavy stocks to older industrial stocks. Th...
18 Feb 2026 4 minute read 1 comment Perfectionist25
January's employment data came in strong, inflation cooled, and markets relaxed. But the 2025 revision showed that the job market is much weaker than we thought. Annual employment growth was reduced from +584K to +181K. NFP and CPI are now just noise...
17 Feb 2026 6 minute read 0 comments Perfectionist25
Currently, the main focus of the markets is a shift from the long-standing narrative of "software eating the world" to a strong concern that "artificial intelligence (AI) is eating software." Following developments like Anthropic's Claude add-ons, a...
9 Feb 2026 9 minute read 0 comments Perfectionist25
Markets experienced a sharp shift from a "Goldilocks" scenario (neither too hot nor too cold) to a "Capex Panic" and rotation pains. The main theme of the week was the fear that the massive amounts of money poured into AI infrastructure by tech giant...
4 Feb 2026 7 minute read 0 comments Perfectionist25
While the curse of “living in interesting times” reigns in the markets, Jerome Powell has transformed “being boring” into a strategic survival skill. The Federal Reserve’s decision to keep interest rates unchanged has become a haven of stability for...
