by Fatih | Mar 14, 2026 | Market News
As of March 14, 2026, the Strait of Hormuz is no longer a geopolitical headline — it is the central macro variable for global energy, inflation, and risk assets. Since the Middle East conflict began on February 28, export volumes of crude and refined products through...
by Fatih | Nov 28, 2025 | Investing Strategies
Introduction The Chartered Financial Analyst (CFA®) Program is one of the most respected qualifications in global finance. But what does the CFA actually teach? Behind the three notoriously demanding exams lies a structured curriculum designed to build, level by...
by Fatih | Nov 19, 2025 | Market News
Artificial intelligence is no longer a software story—it is an infrastructure story 1. GPU leasing prices are skyrocketing Demand for A100 GPUs (released in 2020) remains so high that prices have surged to levels typically seen for cutting-edge hardware. H100s,...
by Fatih | Nov 1, 2025 | Market News
A Liquidity Stress the Market Can’t Ignore On October 31st, the New York Fed’s Standing Repo Facility (SRF) exploded to $20.35 billion — the highest level since the facility was created.To most investors, that headline may sound technical. But make no mistake: this is...
by Fatih | Oct 25, 2025 | Market News
The Macro Reset: Why Rate Cuts Are About to Reignite Growth and AI Stocks For the past two years, rising interest rates have punished growth and technology names. High-multiple stocks—especially those with long-duration cash flows—were compressed as the Fed kept...
