Macroeconomics
Geopolitics
Capital
As one interconnected system.
I do not promise quick answers. I offer a path of inquiry intended to help us understand the processes shaping the world more deeply — from my perspective.
2026. 07. 13.
The central risk to the U.S. economy is not a shortage of money, but the fact that abundant liquidity is increasingly failing to translate into broad labor income while inflationary and fiscal pressures persist.
2026. 07. 12.
A prolonged disruption in the Strait of Hormuz could trigger interconnected shocks in refined products, LNG, electricity and inflation, shaping the price of gold through opposing forces over the short and long term.
2026. 07. 04.
The non-Western world is not necessarily seeking to abandon the Western financial system, but is building the capacity to operate without it when necessary.