Europe’s White Shirt Hobo: A Lost Dream, and the Last Chance to Regain Ambition

As I survey the European Union in 2025, it comes across as a once-audacious project meant to match the United States in economic might. To me, that original blueprint, a shared currency, a vast market of 510 million, fluid workforce movement, and unified regulations , carried real potential. But fast-forward two decades, and what I … Continue reading Europe’s White Shirt Hobo: A Lost Dream, and the Last Chance to Regain Ambition →

My Subjective Economic Commentary on Nvidia’s $5 Billion Investment in Intel

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 →

Goldman Sachs’ 2025 Communacopia + Technology Conference: The Hidden Financial Currents Ignited by AI

Since its founding in the 1990s, Goldman Sachs’ Communacopia+Technology Conference has been regarded as a bellwether for the global TMT (technology, media, and telecommunications) industry. This year, held at The Palace Hotel in San Francisco, it brought together more than 260 companies and thousands of investors. I have attended many industry conferences before, but I … Continue reading Goldman Sachs’ 2025 Communacopia + Technology Conference: The Hidden Financial Currents Ignited by AI →

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 →