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macro data

彼得·蒂尔：一个“逆行者”建筑师的肖像

彼得·蒂尔：一个“逆行者”建筑师的肖像

2007年，《财富》杂志刊登了一张此后被奉为经典的照片，它为硅谷一个强大的精英网络命名：“PayPal黑手党” (PayPal Mafia) 。照片中，一群PayPal的创始人和早期员工身着黑帮风格的服装，神情倨傲。这个团体包括了日后重塑科技行业的巨头：伊隆·马斯克 (Elon Musk)、里德·霍夫曼 (Reid Hoffman)、麦克斯·莱夫琴 (Max Levchin) 和大卫·萨克斯 (David O. Sacks) 。但在这群人中，居于核心、被公认为“教父”(Don) 的，是彼得·蒂尔 (Peter Thiel) 。

McKinsey Report: The $600 Trillion Imbalance Behind Global Wealth

McKinsey Report: The $600 Trillion Imbalance Behind Global Wealth

McKinsey's blockbuster report reveals: Global wealth hits historic $600 trillion, but 36% of growth comes from "paper wealth" rather than real value creation. Debt-to-GDP reaches 2.6x, near all-time high. Four future scenarios: productivity acceleration, persistent inflation, secular stagnation, or

The Dangerous Divergence: When Stock Market Euphoria Meets Consumer Despair

The Dangerous Divergence: When Stock Market Euphoria Meets Consumer Despair

For the first time in 30 years, a stunning divergence: stock valuations near all-time highs while consumer confidence plunges to 2008 financial crisis levels. What do these two diverging curves predict? The warning signs from 1929's Great Depression are reappearing.

Will the AI Boom Repeat the Telecom Bubble of 25 Years Ago?

Will the AI Boom Repeat the Telecom Bubble of 25 Years Ago?

Deep comparison between the 2000 telecom bubble and today's AI boom reveals three dangerous similarities: excessive optimism, circular financing, and customer concentration. AI must reach automotive industry scale to justify current investments. History shows: technological revolutions and bubbles

When Seven Giants Equal All The World's Dollars: An Impending Liquidity Crisis?

When Seven Giants Equal All The World's Dollars: An Impending Liquidity Crisis?

The Magnificent Seven's combined market cap now nearly equals the entire global M2 money supply. This astonishing data point conceals enormous liquidity risks. History shows us that every time such extreme valuations appear, market corrections are brutal.

DRTSCLCC Credit Card Lending Tightening Indicator: When Banks Don't Want to Lend to You

DRTSCLCC Credit Card Lending Tightening Indicator: When Banks Don't Want to Lend to You

DRTSCLCC measures the percentage of banks tightening credit card lending standards. Historical data shows it reached 66.7% during the 2008 financial crisis and hit a record 71.7% during the 2020 pandemic. Currently at 10.4%, it indicates moderate tightening worth monitoring but not yet at dangerous

Trade Weighted Dollar Index (DTWEXBGS): The Global Financial Market's "Blood Pressure Monitor"

Trade Weighted Dollar Index (DTWEXBGS): The Global Financial Market's "Blood Pressure Monitor"

The Trade Weighted U.S. Dollar Index (DTWEXBGS) is a key indicator measuring dollar strength against a basket of currencies. By analyzing historical data from the 2008 financial crisis, 2020 pandemic, and more, we decode what the current level of 121 means for investors.