Trade Secrets
Not many people have answers to this and I’m not here to debate on the authenticity of tariffs. I’m more concerned about what happens next.
What in the World!
South Korea's economy is export-intensive and capital-heavy — not a consumption-led recovery story. With exports comprising ~40–45% of GDP and manufacturing at ~27–30%, the economy behaves like a levered global manufacturing ETF.
What in the World!
For more than half a century, predictions of the U.S. dollar’s demise have surfaced with near-clockwork regularity. Trade deficits, fiscal expansion, political polarization, sanctions overreach, and rising geopolitical competition - each crisis produces a new obituary. Yet the dollar persists.
Trade wars are often treated as temporary disruptions—policy disagreements that escalate, peak, and eventually resolve through negotiation. This interpretation misunderstands the nature of economic competition between states.
January kicked off on a strong note with the total digital asset market cap reaching ~$3.4T as BTC rallied to $97K. However, momentum faded mid-month as geopolitical developments, including the pursuit of Greenland and renewed tariff uncertainty with European nations weighed on risk assets
By the end of January 2026, the global economy appears stable on the surface but increasingly divergent underneath. Global growth remains near trend, supported by technology-driven capital expenditure, resilient U.S. demand, and strong momentum across India and parts of Southeast Asia.
Microsoft CEO Satya Nadella announced the “world’s most powerful AI datacenter” Fairwater on his Linkedin post in September 2025 dripped with techno-triumphalism, LinkedIn erupted in applause, but I didn’t.
Bob Dylan's song "The Times They Are A-Changin'" became an anthem for change and a commentary on the social upheavals of the 1960s. However, its message is timeless and can be applied to various periods of economic uncertainty, including those characterized by stagflation.
In late 2024, Michael Saylor, doubled down on his Bitcoin vision with an audacious plan. Saylor's strategy involved raising billions through convertible debt to purchase more Bitcoin. This bold move was met with excitement by many, but I saw the cracks in the strategy
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Have you ever asked an LLM a question, changed the wording a few times, and still felt the answer wasn’t quite right? If you’ve worked with tools like ChatGPT or Gemini, you’ve probably rewritten prompts, added more context, or used phrases like “be concise” or “think step
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