When I first read the news that Nvidia would pour $5 billion into Intel, my immediate thought was: this is not just a financial transaction, it is a reshaping of the industry map under the tidal wave of AI. Former rivals are becoming allies, and I feel this is the purest demonstration of what I … Continue reading My Subjective Economic Commentary on Nvidia’s $5 Billion Investment in Intel
Over the past fifteen years, Europe’s economic position has deteriorated significantly. In 2008, Europe’s GDP was roughly equal to that of the United States, with both accounting for about 25% of global GDP. However, today, the U.S. economy has surpassed $26 trillion, while Europe’s total GDP has shrunk to just over half of that. This … Continue reading The Decline of Europe’s Economy and the Shifting Global Economic Order: A Case of Institutional and Strategic Missteps
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
