This section gathers short essays and analysis on the global agenda—especially the changing global economic and financial order, monetary and financial transformations, and technology-driven change. Recurring topics include the evolution of the monetary system since 1971, the role of the FED and central banks, systemic fragilities, and how shocks transmit across markets.
A second pillar is digital transformation: Bitcoin and crypto-market dynamics, Web3 and DeFi, and how new infrastructures may reshape money, credit, and power. I also write about the metaverse and the broader digital economy as part of a wider techno-economic shift.
Something strange happened in the first week of August 2026. The American economy lost 23,000 jobs when everyone expected to gain 83,000. Stock markets responded by throwing a party. The S&P 500 jumped to a record 7,757 points. The Nasdaq hit 26,690. Together, they added $2.5 trillion in value in just five days. This is not how markets are supposed…
Something is happening behind closed doors that almost nobody is talking about. The world’s central banks—the institutions that manage the money supply of entire nations—are quietly doing something they have never done before at this scale. They are moving gold. Not just buying it. Moving it. Bringing it home. Locking it in their own vaults. And they are doing it…
For fifty years, talking about replacing the dollar was like talking about the weather. Everyone did it. Nobody changed anything. Then something shifted. Not with announcements. Not with speeches. With plumbing. On October 31, 2025, a digital settlement instrument called the BRICS Unit started its pilot phase. By January 2026, it was processing real energy and raw material trades. Not…
The petrodollar is dying. Everyone can see it now. Saudi Arabia prices oil in yuan. Russia sells gas in rubles. India pays for Iranian crude in rupees. The dollar’s share of global reserves has fallen to 57%, down from over 70% two decades ago. But something strange is happening. Just as one pillar of dollar demand crumbles, another is being…
Something profound is happening in the vaults of the world’s central banks. And almost nobody is talking about it. In June 2026, the World Gold Council released survey results that should have made front-page news everywhere. Here is the number that matters: 45% of the world’s central banks plan to increase their gold holdings in the next twelve months. That…
Imagine two friends looking at the same road ahead. One friend is screaming “DANGER! STOP!” while the other friend is dancing and saying “Everything is wonderful! Let’s go faster!” This is exactly what’s happening in financial markets right now, in May 2026. And it’s one of the strangest, most dangerous moments in modern economic history. The bond market—which…
There is a number that most people never think about. It is small, technical, tucked away in the footnotes of International Monetary Fund reports. For more than fifty years, this number was positive. It meant the world was willing to pay a premium to accept a lower return just to hold U.S. government debt. It was the financial signature of…
Something very unusual is happening with silver. For the first time in modern history, the world is using up more silver than it can dig out of the ground. This has been going on for six years straight. And it’s getting worse. Imagine if your favorite bakery made 100 cookies every day, but 120 people showed up to buy…