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Iran and the Power of the Weak

26 Mar 2026 4 minute read 1 comment Perfectionist25

Wars often begin with the false assumption that the strongest will inevitably win. The military capabilities, economic capacity, and political legitimacy of the stronger party are generally known and accepted. When a country's military capacity is ex...

Trump, War, and Oil

24 Mar 2026 1 minute read 0 comments Perfectionist25

Global markets were in turmoil on Friday due to news that the US would send ground troops to Iran. Stock markets fell sharply, while oil prices rose. After the markets closed, Trump's statement that "operations will be reduced" led to a recovery in f...

What is China Doing?

18 Mar 2026 4 minute read 0 comments Perfectionist25

In the post-Cold War environment, the US perceived China and Russia as part of the liberal-capitalist system. During that period, the US played a significant role in the rise of the Chinese and Russian economies. After 9/11, these three countries uni...

Net World Economy Excluding the US

5 Mar 2026 3 minute read 0 comments Perfectionist25

According to the US Treasury's "Federal Financial Conditions" report, there is a significant problem. A detailed look at the social security deficits and actuarial projections reveals that the burden on the elderly is increasing in both retirement an...

The Fate of the Markets Rests Between Two Lips

27 Feb 2026 1 minute read 0 comments Perfectionist25

Tensions have risen again in the markets. Whether the recent talks between the US and Iran will escalate into direct conflict is the main topic of discussion globally. All investors are focused on the statements that will come from US President Donal...

The Last Global Order Bender: Europe

16 Feb 2026 3 minute read 0 comments Perfectionist25

Let's not let the turmoil prevailing in the world confuse us. When elephants fight, the grass gets trampled! If you're not a great power, you'll have to be in an alliance. From this perspective, everything happening in Europe today is far more vital...

Chaos

15 Feb 2026 3 minute read 0 comments Perfectionist25

The lyrics of the song "Désenchantée" by Canadian-born French singer Mylène Jeanne Gautier (Mylène Farmer) go like this: “Tout est chaos, À côté, Tous mes idéaux: des mots, Abîmés... Je cherche une âme, qui, Pourra m’aider, Je suis d’une Génération d...

Tesla's Story Is No Longer Being Written On The Roads, But On The Grid

13 Feb 2026 4 minute read 0 comments Perfectionist25

For a long time, Tesla was a symbol of the electric vehicle revolution. Bold designs, ambitious goals, and Elon Musk's high-pitched rhetoric transformed the company from just a car manufacturer into a promising future. However, today, when looking at...

My Thoughts on Current Markets-280

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...

Oil Fear Index

8 Feb 2026 2 minute read 0 comments Perfectionist25

The renewed US-Iran tensions have brought geopolitical risks back to the forefront. At the time of writing, no actual military operations have begun. While Europe has given the US a green light with its message, it's clear that Iran represents much m...