Executive Summary Artificial intelligence (AI) has transcended the realm of experimentation to become one of the most profound transformative technologies of the 21st century. Fueled by exponential gains in computing power, data availability, and algorithmic sophistication, AI—particularly generative AI (genAI)—is re‐ shaping industries, redefining the nature of work, and altering the structure of the global economy. This report provides a…
Let me tell you about something happening right now. Artificial intelligence is reshaping the global economy. But not in the way most people think. This is not about machines taking jobs. This is about how institutional structures determine whether AI amplifies inequality or reduces it. The Numbers Are Not What They Seem The IMF tells us that AI will impact…
When we talk about AI today, we should talk about energy. How much power do we use to train models, and how much to serve them every day? How this demand shifts the world energy balance? And can we design a cleaner path? These are not simple questions. But we can put numbers. And we can design better systems. I…
For fifty years, something has been quietly breaking. Nobody talked about it much. It was boring. It was technical. It was happening in Japan. But maybe this boring thing in Japan was actually the most important thing in the entire global financial system.
Something strange happens with silver when the world gets into trouble. The price moves up before the crisis becomes official news. It is like silver knows something we don’t yet see. This is not a conspiracy theory. This is just looking at the data from the last fifty years. Silver moved up before the 1970s inflation disaster. It moved up…
2025 wasn’t just another year in global finance—it was a snapshot of a world in transition. While headlines focused on stock market swings and oil price spikes, something more fundamental was happening beneath the surface: the slow, steady erosion of the dollar’s decades-long grip on the global financial system. For investors and anyone watching the economic tea leaves, understanding this…
Is it a coincidence that the global financial system is in trouble after Russia’s closure to world markets? Could the Russian weight weakening in the world markets with the Bolshevik Revolution in 1917 triggered the 1929 Great Depression? What about the shocking effect of Russia, which declared that it could not pay its debts after the 1997 Asian crisis, on…
A great famine begins with the disruptions in the supply of inputs from agriculture to industry all over the world. This famine is a different famine. Namely, the shortage in the energy dimension with the crisis in Russia and Ukraine is heading towards a great disaster as China closes itself to the world again.