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 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 | Aug 10, 2024 | Investing Strategies, Investment Insights
Introduction The stock market is often perceived as a barometer of economic health, reflecting investor sentiment and economic trends. However, it’s also known for its volatility, with market crashes being a frequent, albeit unwelcome, event in the financial...
