Why Acemoglu Matters When I think of the most influential economists in recent years, the first name that comes to mind is Daron Acemoglu. Winner of the 2024 Nobel Prize in Economics and Institute Professor at MIT, Acemoglu has devoted his career to the study of institutions. His core idea is deceptively simple: the prosperity … Continue reading Prosperity Is Not Designed
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
What the White House Sees (and Europe Misses): A Blueprint for Financial Power In July 2025, the White House released a 166 page report titled Strengthening American Leadership in Digital Financial Technology. Far from a technical policy memo, it represents a full institutional blueprint. Based on Executive Order 14178, it spans legislation, regulation, banking reform, … Continue reading Between Governance and Innovation: A Tale of Two Approaches to Digital Finance
I’ve always been passionate about environmental issues. But to be honest, I’m increasingly weary and anxious about street protests and slogan driven environmental movements. This isn’t a rejection of ideals, it’s a rational reflection from an economist’s point of view: what truly changes the world isn’t slogans, it’s technology. Taiwan’s invention of “Stone Paper” is … Continue reading When ESG Fails, Innovation Delivers: Lessons from Taiwan’s Stone Paper
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