tariffs

Atoms > Electrons

Since the beginning of the internet revolution in late 1990s, humans have gradually shifted their daily activities from physical to digital world. The rise of social media and e-commerce has only accelerated this trend, with the average American now spending more than 8 hours per day consuming digital media – a trend that has acceleratedContinueContinue reading “Atoms > Electrons”

U.S. Economy and Financial Market: Mean-reversion to Trend

For several years now strategists and geopolitical analysts have been talking about the changing global order. But events over the past one month have accelerated this discussion, with global investors selling U.S. equity, bonds, and the greenback. As of the time of writing (April 22, 2025), international equity – proxied by MSCI EAFE – hasContinueContinue reading “U.S. Economy and Financial Market: Mean-reversion to Trend”