Author: Afonso Neves

Imagine a $60 billion hole in the U.S. economy.Not from a stock market crash. Not from a real estate meltdown.But from something far more fundamental—a collapse in the American agricultural workforce. This is not a social debate about immigration. It’s a financial risk that touches every corner of the economy—price inflation, company profits, supply chain security, and investor portfolios. A perfect storm is brewing at the intersection of immigration policy and economic dependence, and its epicenter is American agribusiness. The Anatomy of a Billion-Dollar Loss Despite cutting-edge technology, U.S. agriculture still relies on one irreplaceable input: Labor-intensive, low-cost manual harvesting—the…

In the grand, multi-decade game of geopolitical chess, there are moves that define an era—and then there are the blunders. Tactical decisions that seem brilliant at the time can, in hindsight, lead directly to strategic defeat. In my opinion, future historians will point to Apple’s decision to anchor its manufacturing in China as one of the most significant—and ironic—blunders of the 21st century. The goal? Flawlessly executed: leverage a vast, low-cost workforce to achieve unparalleled production scale.The consequence? A tectonic shift in global power—what seemed like a side quest ended up handing China the keys to the next great industrial…

In the fast-paced world of tech startups, few stories are as inspiring and full of twists and turns as that of David Park. In just two years, David transformed an AI app idea, Jenny, into a company valued at $25 million. But the road to success was far from easy, marked by rejections, financial hardships, and a personal challenge that almost made him give up on everything. This is a story of resilience, vision, and the power of perseverance that every geek and entrepreneur needs to know. You can follow the full story, told by David himself, in the video…

In the annals of financial analysis, few indicators have demonstrated such a consistent ability to predict economic recessions in the United States as the inversion of the yield curve. This phenomenon, where short-term bond yields surpass long-term ones, has been a reliable harbinger of future economic contractions. Recently, markets witnessed one of the most prolonged curve inversions in history, raising questions about its infallibility and the timing of a potential recession. This article explores what an inverted yield curve is, why it’s considered a recession indicator, and its current status. What Is a Yield Curve and Its Inversion? A yield…

Economic projections for 2025 paint a picture of moderated global growth, with divergent dynamics among major economies. While inflation shows signs of cooling in most regions, the United States emerges as a notable exception, facing persistent inflationary pressures that could influence the Federal Reserve’s (Fed) monetary policy decisions. New U.S. trade policy adds a layer of complexity, acting as a structural shock with the potential to globally restrict demand. This article delves into the key trends, forecasts, and underlying factors shaping the 2025 economic landscape. Global Growth: A Synchronized Slowdown with Notable Exceptions Analysts from institutions like Morgan Stanley and…