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What Does America Want To Do In The Middle East?

17 Jan 2026 2 minute read 1 comment Perfectionist25

Today, markets are watching the Middle East not on maps, but on price charts. The price of a barrel of oil rises in a single day, freight costs and insurance premiums increase. Then a chain reaction begins: inflation expectations deteriorate, hopes f...

Why Are The Protests In Iran Different This Time From Previous Ones?

14 Jan 2026 2 minute read 0 comments Perfectionist25

The whole world is talking about Iran. The economic crisis in Iran, exacerbated by years of economic sanctions, high inflation, and abysmal purchasing power, has led to protests that have spread throughout the country, fueled by the people's demands...

My OKLO Analysis

9 Jan 2026 4 minute read 0 comments Perfectionist25

OKLO may be priced like a nuclear company today, but what it's actually building is AI-enabled infrastructure for the energy age. While the market is still preoccupied with short-term questions like whether Aurora reactors will be licensed and whethe...

What A Start!

7 Jan 2026 3 minute read 0 comments Perfectionist25

I wrote that 2026 would be like a steroid-fueled 2025, and that's how we would start the year. Frankly, I didn't expect it to happen so quickly, but in the very first week of the year, Trump did it again and, in a selective operation, snatched a coun...

Forever Young

28 Dec 2025 2 minute read 0 comments Perfectionist25

Alphaville is coming to perform in the summer. They are known for songs like "Forever Young" and "Big in Japan" from their 1984 album. That same year, China reached an agreement with the US and UK on the handover of Hong Kong to China in 1997, allowi...

The New Diplomacy of Global Finance

25 Dec 2025 2 minute read 0 comments Perfectionist25

Recently, while sitting with an old friend, the conversation inevitably turned to the famous Back to the Future movie. Marty McFly saw flying skateboards and adjustable shoes when he went to the future, but the real change was about how those massive...

We are Starting a Steroid-Filled 2026

24 Dec 2025 3 minute read 1 comment Perfectionist25

We are finishing 2025, and looking back, almost all the developments of the past year were actually related to international politics. Yes, many central banks lowered interest rates, and many have even reached the end of their reductions, while Japan...

A New Era in the Shadow of Chinese Competition

22 Dec 2025 2 minute read 1 comment Perfectionist25

The European Commission has announced a significant revision to its climate targets for the automotive sector. EU car manufacturers will be required to achieve a 90% reduction in CO2 emissions from 2035 onwards, instead of the previously mandated 100...

End of Work or a New Beginning?

14 Dec 2025 3 minute read 3 comments Perfectionist25

Sometimes a single sentence can shake the world's minds. Last week, Elon Musk's speech at the US-Saudi Arabia Investment Forum in Washington, D.C., was headlined with just such a statement: "Work will be optional in the future." The true subtext of t...

New Year, New Global Order, New Growth Model

10 Dec 2025 1 minute read 0 comments Perfectionist25

We've entered December. Our attention has now turned to the new year. Expectations for 2026 have surrounded us. 2026 presents numerous risks and uncertainties. It's a year that requires extreme caution. Chief among these risks this year are geopoliti...