It`s all about war currently, but what is really going on? Its a slippery slope when there is an ongoing war, and the world order as we know it is changing as we speak.The US, Israel, and Iran are deeply entangled, and the Gulf states are caught directly in the crossfire. What really caught the world's attention was Dubai, “the Middle East's Switzerland”, a place built on neutrality, stability, and global commerce, has been on the receiving end of missiles. That image alone is enough to shake confidence. The world is watching, and the markets are reacting. Here's my POV on the markets.

I don't think many would have thought that a private AI company would be discussed in the context of America's national security, but here we are.

Anthropic set some clear boundaries with and Pentagon, and their deal included two specific restrictions: 1) Claude would not be used for mass domestic surveillance of American citizens, and 2) would not be used to power fully autonomous weapons. And when Pentagon wanted to change that, Anthropic stood on their business.

Anthropic said it doesn't think Claude is ready to be used for mass surveillance of Americans or to develop fully autonomous weapons. Respect to Anthropic for holding that moral line, a rare moment of a tech company putting principles over profit.

What was rather alarming, though, was the US government's response when Anthropic refused to back down. Trump ordered every federal agency to immediately cease use of Anthropic's technology, and Defense Secretary Pete Hegseth designated the company a supply chain risk to national security, a label usually reserved for foreign adversaries.

OpenAI, meanwhile, did not hesitate to seal a deal.

The real main character has been the oil. Oil is not just a commodity, It is the circulatory system of modern civilization. When it gets expensive, the pain travels everywhere.

Since this conflict is located the gulf area, which is the engine room of the world's oil supply, and Iran sits at the most critical chokepoint of all: the Strait of Hormuz. A narrow stretch of water that 20% of the world's oil passes through every single day. And Iran closed it,so the market responded the only way it knows how, oil shot to $100 a barrel, and the global economy was shaking in their boots.

Oil is in everything. literally. and the numbers are brutal, Every 10% increase in oil prices pushes up global inflation by 0.4 percentage points and reduces worldwide economic output by as much as 0.2%.

and the Central banks are stuck, Oil-driven inflation is particularly challenging for central banks because raising interest rates cannot affect the supply of oil. And that is exactly what haunted the 1970s, when a Middle East oil embargo gave the world stagflation, and nobody wants a repeat of that.

As the US dollar is losing relevance, investors and institutions are increasingly buying gold, and the numbers are hard to ignore. Gold has historically been the world's ultimate safe haven; the asset you run to when trust in currencies, governments, or the financial system starts to crack.

When the dollar weakens, gold priced in dollars automatically becomes more attractive, but what we are seeing right now goes beyond that. Central banks across the globe, particularly in China, and emerging markets, have been stockpiling gold at a pace not seen in decades, quietly reducing their dependence on the dollar as the world's reserve currency.At the same time, everyday investors and big institutions are piling into gold ETFs and futures, treating it less like a commodity and more like the only adult left in the room.

Who is the biggest institutional buyers of gold the last 5 years? Central Bank Gold Reserves biggest buyers from 2020–2025 was China, Poland, Turkey, India and Brazil, with more than 100%+ of gold bought in the period.

Investors all over the world are paying close attention to the VIX index. The index is basically a measurement of expected market volatility over the next 30 days, and tells you how nervous or confident people is feeling about the future. A low VIX signals calm markets and investor confidence, while a high VIX, or the "fear gauge", signals panic, uncertainty, and turbulence ahead.

This week we have been at 30+ levels, and that is where things get spicy. When the VIX crosses 30, it is basically the market's way of saying that something feels very off.

Investors are sweating, portfolios are getting reshuffled, and everyone is suddenly very interested in where the exits are. To put it in perspective, normal, boring, everything-is-fine markets sit somewhere between 12 and 20. So 30+ is not just nerves.

These weeks have been all about sticking to the basics. When everything around you feels like it is falling apart, I believe being happy with the simple fundamentals is more than enough. Here are some of the basics it pays off sticking with regardless of workload.

10k steps a day The key to a clear head and a mood that does not completely tank under pressure. It is a basic staple in the health arsenal that is achievable even in the most demanding of times. Also double down as time to take a call, or listen to a podcast.

Creatine Creatine is finally getting the rating it deserves. It is a true WxH supplement because it equally benefits your brain and your body. Improved strength, better cognitive function, and faster recovery. It does not require much effort to maintain.

Electrolytes Hydration is key to staying full, focused, and sharp. Electrolytes essentially supercharge your water, making it easier for your body to actually absorb and take advantage of the liquids you are putting in.

Protein prioritisation Even if you do not count macros or strictly hit a protein target, simply prioritising protein in your meals is an easy win during busy or stressful periods. It keeps you fuller for longer, stabilizes your energy, and gives your body what it needs to hold itself together when everything else is demanding your attention.

Mental and spiritual health + Sleep Taking care of your mental and spiritual health during such an heavy news cycle is a necessity. Limit your news consumption, and be genuinely critical about what sources you are letting into your mind. Sleep is where your body repairs and your brain processes everything it has been through. Protect it like the asset it is.