If I am completely honest, my reaction after listening to the conversations surrounding CES 2026 was deeply ambivalent. On the one hand, I could clearly sense that a “production function explosion” is approaching. On the other, I could not deny that this technological narrative is not merely another episode of speculative excess, it directly confronts … Continue reading What I Felt at CES 2026 Was Not Just Anxiety, but an Economy Being Forced to Accelerate
Tag: NVDA
The Economics of the Reciprocal Tariff Memorandum: A Detailed Analysis
Introduction Today, we’ll dive into the recent Reciprocal Tariff Memorandum signed by President Trump on February 14, 2025, and analyze its potential impact on global trade, the U.S. economy, and major equity markets. We’ll also assess how key regions, such as Asia and Europe, may react to this policy and explore its long-term consequences on … Continue reading The Economics of the Reciprocal Tariff Memorandum: A Detailed Analysis

