Report

Report

Reassessing Trump’s “Donroe Doctrine”

Trump’s “Donroe Doctrine” is not isolationism but a redesign of U.S. hegemony. This analysis explains how cost, alliances, and spheres of influence reshape global order.
Report

The Structural Failures Behind a National Collapse

Venezuela’s crisis was driven by oil dependence, institutional erosion, and policy mismanagement. This analysis explains how populism, hyperinflation, and state failure led to economic collapse.
Middle East

Why African and Indian High-Net-Worth Individuals Are Increasingly Concentrating in the UAE

Why is the UAE attracting African and Indian wealth? Learn how growth, risk, and institutional design are reshaping global capital flows.
Report

Investment Behavior of the Wealthy in the UAE

How wealthy investors in the UAE allocate assets amid geopolitical and monetary uncertainty. An economist explains the logic behind resilience-first strategies.
GOLD

Currency Hegemony and the Resurgence of Gold in the 21st Century

The US dollar remains dominant, but global reserves are changing. This report explains why gold is rising as a strategic hedge in the 21st century.
Japan

Japan’s Africa Strategy at a Crossroads

Japan’s Africa strategy emphasizes sustainability, governance, and quality investment—but risks losing influence to China’s Belt and Road Initiative. This report analyzes the structural, geopolitical, and financial challenges Japan faces in Africa’s evolving diplomatic landscape.
Report

Belgium Field Observation Report

Why Belgium remains stable despite division. An economist’s field report on mature economies, institutional friction, and lessons for aging societies.
Middle East

The UAE–Russia Relationship

Why does the UAE maintain ties with Russia despite sanctions?This report explains their calculated cooperation through energy, finance, and realist geopolitics.
GOLD

Why Governments Hold Large Amounts of Gold

Why do governments and central banks hold so much gold?This report explains Ray Dalio’s view of gold as ultimate insurance against currency debasement and geopolitical risk.
GOLD

How Will the Dollar’s Dominance Change?

Will the U.S. dollar lose its dominance?This report explains how dollar power is eroding—not collapsing—through Ray Dalio’s Big Cycle, debt, and geopolitics.
Report

Is the United States in Decline?

A Macro Perspective on the U.S. Economy Through Ray Dalio’s “Big Cycle” FrameworkI. IntroductionWhy Does the Strongest E...
Japan

Japan’s Quiet Equilibrium

Why hasn’t Japan gone broke? Using Ray Dalio’s debt cycle framework, this report explains Japan’s high-debt equilibrium, monetary repression, and long-term risks.
Invest

The Choice Not to Break

Ray Dalio devotes a standalone chapter to Japan in How Countries Go Broke. This report explains why Japan avoided collapse—and the long-term costs of low growth, silent adjustment, and intergenerational burdens.