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11 Sep 2026 1 minute read 0 comments Perfectionist25 $0.25
I think we need to follow the current bond market movements a little more closely. Specifically, the 10-year yields are a key area, around 3% for Japan and 4.8% for the US. This time, what's being priced in isn't just a bond sell-off originating from...
7 Sep 2026 2 minute read 0 comments Perfectionist25 $0.17
The US administration is trying to ease pressure on the Fed by using oil, bonds, and the dollar. But Warsh seems to be making things more difficult. Or perhaps he's doing so to project an image of independence. Following Kevin Warsh's Jackson Hole sp...
4 Sep 2026 1 minute read 1 comment Perfectionist25 $0.33
Nvidia delivered a very strong earnings report in every sense. Earnings per share grew by 111% year-over-year, while revenue increased by 106%. Pre-report expectations were exceeded by 6% for earnings per share and 4% for revenue. However, since the...
1 Sep 2026 3 minute read 0 comments Perfectionist25 $0.18
This graph has been circulating lately. Don't let some outdated claims scare you. The total market capitalization of publicly traded companies in the US is approximately $78 trillion, while the US GDP is approximately $32 trillion. This means the mar...
31 Aug 2026 3 minute read 0 comments Perfectionist25 $0.16
This graph, showing the explosion in agent-based AI usage, speaks volumes. According to OpenRouter data, agent token usage has surpassed human usage, increasing 14-fold in a very short time to reach 7.3 trillion. Why is this important? Because when t...
29 Aug 2026 4 minute read 0 comments Perfectionist25 $0.26
The US 30-year Treasury yield rose 6 basis points to 5.31%, reaching its highest level since 2007, while the 10-year yield is around 4.72%. What's particularly noteworthy is that the US isn't alone. France's 30-year yield is at an 18-year high of 4.8...
22 Aug 2026 2 minute read 0 comments Perfectionist25 $0.58
Nvidia (NVDA) has taken an important step that could open the door to a new era in artificial intelligence investments. The company aims to create over $500 billion in financing capacity for artificial intelligence infrastructure by collaborating wit...
19 Aug 2026 3 minute read 0 comments Perfectionist25 $0.16
While memory and optics companies have been largely acting together on the theme of artificial intelligence infrastructure in recent months, the picture started to change in the last week. While optical stocks such as Applied Optoelectronics (AAOI),...
17 Aug 2026 1 minute read 0 comments Perfectionist25 $0.24
Nonfarm payrolls (NFP) is the number of jobs the US economy adds or loses in a month. July: −23 thousand. First negative month since February. But the real story is in the revisions. May and June were reduced by a total of 103 thousand. So the weaken...
15 Aug 2026 2 minute read 1 comment Perfectionist25 $0.58
Lately, I've been closely watching the Bank of Japan's (BoJ) and US-backed currency interventions to halt the historic decline of the Japanese Yen. To put this into perspective, these moves, which involve burning billions of dollars, are neither sust...
