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Moore’s Law vs. Inflation: The End of a Perfect Balance
For decades, the global economy appeared to defy gravity. Even as central banks engaged in extraordinary monetary experiments, near-zero and even negative interest rates, trillions in quantitative easing, and ballooning fiscal deficits, inflation remained subdued. Although maybe indistinguishable, the reason was not magic, but sufficiently advanced technology. Moore’s Law, combined with the deflationary impact of…
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It’s time to stash cash (and food) Opinion
As we headdive towards fall in 2024, we are greeted by ominous headlines regarding stock indices in Asia hitting “limit-down.” A term used to describe the phenomena when stock prices crash fast enough to trigger market protecting circuit breakers. These circuit breakers are meant to stem the panic until market participants can breathe a little…