Category: Economics

What I See in Gold, Technological Reserves, and the Future of the Financial Order

I increasingly feel that we are standing at a historic turning point in global finance. Gold and digital assets are beginning to replace part of the dollar’s role, and the international reserve system is experiencing its deepest fracture in three decades. This is not just another market cycle. it is an irreversible transformation. The Return … Continue reading What I See in Gold, Technological Reserves, and the Future of the Financial Order →

NVIDIA Q2 2025 Earnings Commentary and Industry Outlook

1. Executive Summary: A Strong Report with Complex Market Reactions In my view, NVIDIA’s latest Q2 earnings report reinforces its central role in the ongoing AI wave. Yet, the market reaction reflects a disconnect between fundamentals and investor expectations. The numbers are impressive: revenue reached $46.7 billion, up 56% YoY, and EPS came in at … Continue reading NVIDIA Q2 2025 Earnings Commentary and Industry Outlook →

The Economics of Immigration in the EU: When Policy Intent Meets Real-World Outcomes

The European Union was built on a visionary premise: a single market where people, goods, and capital flow freely, bolstered by the Euro as a common currency. At its core, the EU aimed to foster an integrated economic system where a Polish engineer could seamlessly work in France or a Spanish designer could collaborate in … Continue reading The Economics of Immigration in the EU: When Policy Intent Meets Real-World Outcomes →

Immigration Policy: An Economic Necessity or a Hidden Self-Tax?

I have always felt that Europe’s debates on immigration are monopolized by “political correctness” and “humanitarian rhetoric.” Officials constantly tell us: immigration is not cheap labor, it exists because we need diversity, because Europe has historical responsibilities; or, because the pressure of aging societies is so severe that without immigration, the system would collapse. On … Continue reading Immigration Policy: An Economic Necessity or a Hidden Self-Tax? →