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…
Category: Thoughts on Global Agenda
Artificial Intelligence and Energy: Production Energy, Global Balance, and Alternative Sources
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…
The Last Fortress Falls: What the Bank of Japan’s Surrender Really Means
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.
Silver Prices and Crises: When Limited Metal Meets Unlimited Money
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…
The Shifting Sands of Dollar Dominance: What Markets Tell Us About the Future of Global Finance
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…
The financial collapse that became evident with the withdrawal of Russia from world markets
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…
Is the Great Crash beginning? There are two backs of the knife situation for the FED
World markets are crashing right now. This is not a normal occurrence and not an ordinary fluctuation at all. Jerome Powell said at the last meeting that the monetary committee will evaluate the decision to increase interest rates in March. That is, after evaluating the inflation and unemployment rates, it will convene regarding this decision. In other words, this explanation…
Is the Monetary System Collapsing?
The system we are in has been going downhill since 1971. We can say that the system took a big hit especially in the 2008 crisis and zombie companies were formed. Right after that date, the FED printed trillions of dollars to keep these zombie companies afloat. When we come to 2020, it has become clear that the system cannot…






