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The Five Paradoxes of Artificial Intelligence artificial intelligence criticalthinking garbo decodes china macroeconomics solomoat the niche hunter Sep 10, 2026

By Yan Deli

Senior Fellow, Tencent Research Institute | August 20, 2026

We operate in an era defined by artificial intelligence, yet governed by str...

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Middle-Class Depression Under the GDP Illusion: Why Your Country is Getting Richer, While You Get Poorer? business strategy career development garbo decodes china macroeconomics solomoat the niche hunter Sep 06, 2026

By Garbo Tian

Why has economic growth ceased to be synonymous with happiness? Traditional modernization models mistakenly identify “material supply a...

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The Fatal Three-Body Problem of Climate, Compute, and Capital: How to Avoid Becoming Cannon Fodder in a High-Dimensional Wargame? assetallocation business moats garbo decodes china macroeconomics solomoat the niche hunter Aug 31, 2026

By Garbo Tian

Why has traditional single-point decision-making utterly failed? It is because the AI leap and the green transition have propelled the ...

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Dancing on the Razor’s Edge: Why Modern Markets Are a Casino (And How to Escape the Game) assetallocation business moats garbo decodes china macroeconomics solomoat the niche hunter Aug 18, 2026

By Garbo Tian

Why have modern markets turned into a high-stakes casino? Driven by trillions in AI infrastructure expenditures and lingering geopoliti...

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The Slow Motion of a Splitting Iceberg: Moving Beyond the “YoY Illusion” to Pinpoint Structural Inflection Points assetallocation business analytics & intelligence garbo decodes china macroeconomics solomoat the niche hunter Aug 16, 2026

By Garbo Tian

What is the fundamental difference between market volatility and a structural inflection point? Volatility is “mean-reverting”; however...

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Gold Drops, Chips Fly, Dollar Wins? Ignore the Noise! aieconomics assetallocation garbo decodes china macroeconomics marketnarratives solomoat techmacro the niche hunter Jul 18, 2026

By Garbo Tian

Market narrative: a neat story that is too neat to be true

A popular view has recently taken hold in markets.

With Kevin Warsh expect...

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