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    <title>Geopolitics &amp; Economy</title>
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    <item>
      <title>Geopolitical Fault Lines and the Computing Power Bubble: A Structural Analysis of Capital Migration</title>
      <link>https://geo.articuly.com/posts/2026-03-26-geo-politics-ai-bubble/</link>
      <pubDate>Mon, 11 May 2026 00:00:00 +0000</pubDate>
      <guid>https://geo.articuly.com/posts/2026-03-26-geo-politics-ai-bubble/</guid>
      <description>An in-depth analysis of the coupling phenomenon between the capital transmission chain—specifically the increase in entropy within the Middle East’s geopolitical order and the inflection point in AI valuations in the U.S. stock market.</description>
    </item>
    <item>
      <title>Hedging Strategies: Practical Approaches for Gold, Oil, and A-Shares</title>
      <link>https://geo.articuly.com/posts/2026-04-20-two-way-defense-practical-strategy-for-gold-oil-a-share/</link>
      <pubDate>Mon, 20 Apr 2026 00:00:00 +0000</pubDate>
      <guid>https://geo.articuly.com/posts/2026-04-20-two-way-defense-practical-strategy-for-gold-oil-a-share/</guid>
      <description>This article provides short-term trading strategies for the Shanghai Composite Index, analyzes entry points for increasing positions based on two possible market scenarios, details response plans for different cost-of-carry scenarios, and outlines specific trading plans for oil and gold.</description>
    </item>
    <item>
      <title>Play it safe: When the market is bullish, you should be even more cautious</title>
      <link>https://geo.articuly.com/posts/2026-04-20-two-way-defense-when-market-is-optimistic/</link>
      <pubDate>Mon, 20 Apr 2026 00:00:00 +0000</pubDate>
      <guid>https://geo.articuly.com/posts/2026-04-20-two-way-defense-when-market-is-optimistic/</guid>
      <description>This article provides a detailed analysis of a two-pronged defensive investment strategy, examines the nature of current market optimism and its underlying risks, interprets geopolitical and policy trends during the critical window in late April, and offers trading recommendations for gold, oil, and the stock market.</description>
    </item>
    <item>
      <title>Countdown to the End of Knowledge: When Human Knowledge Is &#34;Eaten Up,&#34; How Will AI Continue to Evolve?</title>
      <link>https://geo.articuly.com/posts/2026-04-18-ai-data-famine-evolution-crisis/</link>
      <pubDate>Sat, 18 Apr 2026 00:00:00 +0000</pubDate>
      <guid>https://geo.articuly.com/posts/2026-04-18-ai-data-famine-evolution-crisis/</guid>
      <description>Large language models are facing an unprecedented data shortage crisis; high-quality text from the internet is expected to run out between 2027 and 2030, and AI-generated content is thoroughly contaminating training datasets, potentially causing humans to lose control over AI.</description>
    </item>
    <item>
      <title>A New Balance in the Middle East vs. Trump’s “Perfect” Plan: The Middle East’s Resurgence in 2027</title>
      <link>https://geo.articuly.com/posts/2026-04-17-new-middle-east-balance-vs-trumps-perfect-plan/</link>
      <pubDate>Fri, 17 Apr 2026 00:00:00 +0000</pubDate>
      <guid>https://geo.articuly.com/posts/2026-04-17-new-middle-east-balance-vs-trumps-perfect-plan/</guid>
      <description>An analysis of the U.S. operation to block the Strait of Hormuz, the current situation between the U.S. and Iran, Trump’s strategic plans for the Middle East, and the future trajectory of the Middle East</description>
    </item>
    <item>
      <title>U.S.-Iran Negotiations Follow the Rhythm of the Tariff War; Risks Have Not Been Fully Eliminated</title>
      <link>https://geo.articuly.com/posts/2026-04-08-us-iran-negotiations-tariff-war-rhythm-analysis/</link>
      <pubDate>Wed, 08 Apr 2026 00:00:00 +0000</pubDate>
      <guid>https://geo.articuly.com/posts/2026-04-08-us-iran-negotiations-tariff-war-rhythm-analysis/</guid>
      <description>Ginger Soda analyzes the pace of U.S.-Iran negotiations, drawing parallels to the &amp;#34;battle-and-talk&amp;#34; pattern of the U.S.-China tariff war. It predicts that a basic framework may be established by the end of April, but the situation in the Middle East will not be completely stabilized by a single agreement. Both the U.S.-China and U.S.-Iran strategic rivalries will be protracted struggles, requiring vigilance against risks from both hawks and doves.</description>
    </item>
    <item>
      <title>April 2026: Crude Oil Price Analysis and Strategies for Asset Allocation</title>
      <link>https://geo.articuly.com/posts/2026-04-07-crude-oil-analysis-asset-allocation/</link>
      <pubDate>Tue, 07 Apr 2026 00:00:00 +0000</pubDate>
      <guid>https://geo.articuly.com/posts/2026-04-07-crude-oil-analysis-asset-allocation/</guid>
      <description>Ginger Soda provides an in-depth analysis of crude oil price trends, including long-term and short-term price forecasts, influencing factors, and correlations with the global economy, as well as investment strategies for major asset classes such as oil, coal, fertilizers, and agriculture.</description>
    </item>
    <item>
      <title>Key Geopolitical Factors in April: Analysis of the U.S. Timeline for Withdrawal from the Middle East and the Possibility of a Third World War</title>
      <link>https://geo.articuly.com/posts/2026-04-06-geopolitics-middle-east-withdrawal-ww3-analysis/</link>
      <pubDate>Mon, 06 Apr 2026 00:00:00 +0000</pubDate>
      <guid>https://geo.articuly.com/posts/2026-04-06-geopolitics-middle-east-withdrawal-ww3-analysis/</guid>
      <description>This article analyzes the key geopolitical juncture in April 2026, details two possible scenarios for the Trump administration’s troop withdrawal from the Middle East, argues that there are currently no material conditions for the outbreak of a Third World War, and concludes that Trump is highly likely to complete the withdrawal from the Middle East by the end of April.</description>
    </item>
    <item>
      <title>April 2026: A Make-or-Break Moment for Global Markets</title>
      <link>https://geo.articuly.com/posts/2026-04-01-april-2026-global-market-turning-point/</link>
      <pubDate>Wed, 01 Apr 2026 00:00:00 +0000</pubDate>
      <guid>https://geo.articuly.com/posts/2026-04-01-april-2026-global-market-turning-point/</guid>
      <description>A geopolitical analyst provides an in-depth analysis of the key drivers of global markets in April 2026, including the direction of Federal Reserve policy, the impact of the Middle East situation on asset prices, and strategies for asset allocation.</description>
    </item>
    <item>
      <title>Sutton, the Father of Reinforcement Learning: Large Language Models Are Not the Path to General Artificial Intelligence</title>
      <link>https://geo.articuly.com/posts/2025-10-20-richard-sutton-questions-large-language-models/</link>
      <pubDate>Mon, 20 Oct 2025 00:00:00 +0000</pubDate>
      <guid>https://geo.articuly.com/posts/2025-10-20-richard-sutton-questions-large-language-models/</guid>
      <description>In an interview in September 2025, Richard Sutton, a pioneer in reinforcement learning and Turing Award laureate, publicly questioned the direction of large language model development, arguing that their inherent flaws prevent them from reaching the level of human intelligence; true intelligence, he contended, requires interaction with the real physical world and the construction of causal models of that world.</description>
    </item>
    <item>
      <title>A Brief Look at the October 2025 Tariff War: The Conflict Is Not Over, and TACO Is No Longer Relevant</title>
      <link>https://geo.articuly.com/posts/2025-10-16-2025-october-tariff-war-conflict-not-over-taco-no-longer-important/</link>
      <pubDate>Thu, 16 Oct 2025 00:00:00 +0000</pubDate>
      <guid>https://geo.articuly.com/posts/2025-10-16-2025-october-tariff-war-conflict-not-over-taco-no-longer-important/</guid>
      <description>This article analyzes the nature of the trade war initiated by the Trump administration in October 2025, noting that it was a reactive measure rather than a proactive offensive. It focuses on the impact of China’s rare earth control policies on the strategic landscape, examines the dilemmas currently facing Trump, and explores the long-term dynamics of the U.S.-China strategic competition against the backdrop of decoupling.</description>
    </item>
    <item>
      <title>Analysis of Precious Metals and Commodities Market Data for October 2025</title>
      <link>https://geo.articuly.com/posts/2025-10-08-precious-metals-commodities-market-analysis/</link>
      <pubDate>Wed, 08 Oct 2025 00:00:00 +0000</pubDate>
      <guid>https://geo.articuly.com/posts/2025-10-08-precious-metals-commodities-market-analysis/</guid>
      <description>This article uses the GOFO indicator to review historical buying opportunities for gold, analyzes the supply-demand dynamics and upside potential of silver, and offers insights into the market trends for commodities such as copper, palladium, and lithium, providing a reference for investment decisions.</description>
    </item>
    <item>
      <title>A Macroeconomic Framework for Analyzing Gold Assets During the U.S. Interest Rate Cut Cycle</title>
      <link>https://geo.articuly.com/posts/2025-10-03-us-interest-rate-cut-gold-macro-analysis/</link>
      <pubDate>Fri, 03 Oct 2025 00:00:00 +0000</pubDate>
      <guid>https://geo.articuly.com/posts/2025-10-03-us-interest-rate-cut-gold-macro-analysis/</guid>
      <description>This article analyzes the underlying logic behind gold price movements following the start of the U.S. interest rate cut cycle from a macroeconomic perspective, examines the factors behind the formation of key support levels for gold in 2022–2023, and explores the core strategies and common pitfalls of gold investing.</description>
    </item>
    <item>
      <title>An Imminent Major Geopolitical Shift: Trump’s Global Geopolitical Strategy (Part 2)</title>
      <link>https://geo.articuly.com/posts/2025-09-22-upcoming-major-geopolitical-shifts-trump-global-strategy-part-2/</link>
      <pubDate>Mon, 22 Sep 2025 00:00:00 +0000</pubDate>
      <guid>https://geo.articuly.com/posts/2025-09-22-upcoming-major-geopolitical-shifts-trump-global-strategy-part-2/</guid>
      <description>This article analyzes the shift in U.S. geopolitical strategy following President Trump’s second visit to the UK in 2025, tracing the evolution from the Monroe Doctrine to a “Cold War 2.0” framework, and examines the strategic implications for China arising from geopolitical changes in Europe, the United States, and the Middle East. It reveals the core logic behind the U.S. attempt to establish a proxy containment system with Europe, Japan, and South Korea serving as its frontline.</description>
    </item>
    <item>
      <title>The United States&#39; Future Geopolitical Choices and a Comparison of the U.S. and Chinese Economic Models</title>
      <link>https://geo.articuly.com/posts/2025-09-17-us-geopolitical-choices-and-china-us-economic-model-comparison/</link>
      <pubDate>Wed, 17 Sep 2025 00:00:00 +0000</pubDate>
      <guid>https://geo.articuly.com/posts/2025-09-17-us-geopolitical-choices-and-china-us-economic-model-comparison/</guid>
      <description>This article provides an in-depth analysis of the money-driven nature of the U.S. political system, examines the power struggle between Silicon Valley’s new money and Wall Street’s old money, dissects the ideological core of Peter Thiel’s “tech monarchy,” compares the fundamental differences between the development models of China and the United States, and assesses the future direction of U.S. geopolitics.</description>
    </item>
    <item>
      <title>Geostrategic Implications of the September 3 Military Parade: China Has Completed Its Transition from Strategic Defense to Strategic Stalemate</title>
      <link>https://geo.articuly.com/posts/2025-09-14-geopolitical-implications-of-2025-military-parade/</link>
      <pubDate>Sun, 14 Sep 2025 00:00:00 +0000</pubDate>
      <guid>https://geo.articuly.com/posts/2025-09-14-geopolitical-implications-of-2025-military-parade/</guid>
      <description>This article analyzes the strategic significance of the September 3 military parade in 2025 from a geopolitical perspective, noting that China has fully completed its military transition from a strategic defensive posture to one of strategic stalemate. It traces the trajectory of strategic preparations from 2013 to 2025, interprets the political and diplomatic signals sent by the parade, and examines the divergent perceptions of the event within the Western world.</description>
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    <item>
      <title>Analysis of the Potential Impact of the U.S. YCC Policy: The Shift from a &#34;Debt-Financing-Production&#34; Model to a &#34;Debt-Financing-Debt&#34; Model</title>
      <link>https://geo.articuly.com/posts/2025-09-05-us-ycc-policy-impact-analysis/</link>
      <pubDate>Fri, 05 Sep 2025 00:00:00 +0000</pubDate>
      <guid>https://geo.articuly.com/posts/2025-09-05-us-ycc-policy-impact-analysis/</guid>
      <description>This paper provides an in-depth analysis of the potential global economic implications should the United States implement a yield curve control (YCC) policy, including a long-term depreciation trend of the U.S. dollar, the loss of the U.S. ability to raise interest rates, the impact on China’s liquidity, and recommendations for risk prevention and control.</description>
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    <item>
      <title>Liquidity Trap? The Future Path of U.S. Interest Rates and the Economic Puzzle (Part 2)</title>
      <link>https://geo.articuly.com/posts/2025-09-04-us-interest-rate-path-and-economic-dilemma-part-2/</link>
      <pubDate>Thu, 04 Sep 2025 00:00:00 +0000</pubDate>
      <guid>https://geo.articuly.com/posts/2025-09-04-us-interest-rate-path-and-economic-dilemma-part-2/</guid>
      <description>This article provides an in-depth analysis of the two key contradictions currently facing the U.S. economy: the disruption caused by the politicization of employment data to the Federal Reserve’s interest rate cut decisions, and the dilemma regarding the effectiveness of traditional interest rate cut policies against the backdrop of a shifting global economic paradigm. It also explores the risk of a liquidity trap that the United States may face.</description>
    </item>
    <item>
      <title>2025 Gold and Silver Market Analysis: The Long-Term Uptrend Logic Amid the Collapse of the U.S. Dollar’s Credit</title>
      <link>https://geo.articuly.com/posts/2025-09-01-gold-silver-market-analysis-usd-credit-collapse-long-term-uptrend/</link>
      <pubDate>Mon, 01 Sep 2025 00:00:00 +0000</pubDate>
      <guid>https://geo.articuly.com/posts/2025-09-01-gold-silver-market-analysis-usd-credit-collapse-long-term-uptrend/</guid>
      <description>This article provides a systematic analysis of the outlook for the gold and silver markets in 2025. By examining multiple dimensions—including Go for Spread liquidity indicators, macroeconomic drivers, and micro-market structures—it substantiates the rationale for gold’s long-term upward trend and presents an investment forecast of $3,700 for gold and $42 for silver in 2025.</description>
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    <item>
      <title>The Future Path of U.S. Interest Rates and the Economic Puzzle (Part 1): Trump Attempts to Control the Federal Reserve</title>
      <link>https://geo.articuly.com/posts/2025-08-30-us-future-interest-rate-path-and-economic-puzzle-part-one-trump-tries-to-control-fed/</link>
      <pubDate>Sat, 30 Aug 2025 00:00:00 +0000</pubDate>
      <guid>https://geo.articuly.com/posts/2025-08-30-us-future-interest-rate-path-and-economic-puzzle-part-one-trump-tries-to-control-fed/</guid>
      <description>This article analyzes the Federal Reserve’s policy shift following the 2025 Jackson Hole Symposium, examines the dual motivations behind the September rate cut, and explores the deep-seated contradictions and economic risks arising from adjustments to the long-term monetary framework.</description>
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    <item>
      <title>The Truth Behind U.S.-Russia Negotiations: Rumors of Territorial Swaps and the West’s Divide-and-Conquer Tactics</title>
      <link>https://geo.articuly.com/posts/2025-08-25-us-russia-negotiations-myth-and-reality/</link>
      <pubDate>Mon, 25 Aug 2025 00:00:00 +0000</pubDate>
      <guid>https://geo.articuly.com/posts/2025-08-25-us-russia-negotiations-myth-and-reality/</guid>
      <description>This article debunks rumors of a territorial swap in U.S.-Russia negotiations, analyzes Russia’s core interests regarding the four provinces in eastern Ukraine, and examines the West’s customary strategy of dividing and ruling through territorial maneuvers.</description>
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    <item>
      <title>A Breakdown of U.S.-Russia Negotiations: Trump’s Energy Encirclement and Putin’s Geopolitical Red Lines</title>
      <link>https://geo.articuly.com/posts/2025-08-23-us-russia-negotiations-card-game-analysis/</link>
      <pubDate>Sat, 23 Aug 2025 00:00:00 +0000</pubDate>
      <guid>https://geo.articuly.com/posts/2025-08-23-us-russia-negotiations-card-game-analysis/</guid>
      <description>This article examines the core dynamics of U.S.-Russia negotiations from both economic and geopolitical perspectives, analyzing Trump’s energy-centered economic containment strategy and Putin’s non-negotiable geopolitical red lines regarding the four provinces in eastern Ukraine.</description>
    </item>
    <item>
      <title>Will Countries Fulfill Their Investment Commitments to the U.S.? An In-Depth Analysis of the Putin-Trump Meeting (Part 1)</title>
      <link>https://geo.articuly.com/posts/2025-08-18-us-investment-commitments-and-putin-trump-meeting/</link>
      <pubDate>Mon, 18 Aug 2025 00:00:00 +0000</pubDate>
      <guid>https://geo.articuly.com/posts/2025-08-18-us-investment-commitments-and-putin-trump-meeting/</guid>
      <description>This article analyzes, from an economic perspective, the global tariff negotiations promoted by the Trump administration and the authenticity of various countries’ investment commitments. Building on this analysis, it interprets the core objectives and strategic implications of the meeting between Putin and Trump, and explores the potential impact of shifts in U.S.-Russia relations on the global geo-economic landscape.</description>
    </item>
    <item>
      <title>The Truth About U.S. GDP in 2025 and Analysis of Gold Trends</title>
      <link>https://geo.articuly.com/posts/2025-08-10-us-gdp-truth-and-gold-trend-analysis/</link>
      <pubDate>Sun, 10 Aug 2025 00:00:00 +0000</pubDate>
      <guid>https://geo.articuly.com/posts/2025-08-10-us-gdp-truth-and-gold-trend-analysis/</guid>
      <description>This article dissects the statistical manipulation behind the 3% growth in U.S. GDP in Q2 2025, compares the fundamental differences in GDP calculation methods between China and the U.S., analyzes the impact of the unpredictability of Trump’s trade policies on global markets, and assesses the future trend of gold prices.</description>
    </item>
    <item>
      <title>Analysis of the A-Share Market and U.S.-China Economic Rivalry Under Supply-Side Reform 2.0</title>
      <link>https://geo.articuly.com/posts/2025-08-01-supply-side-reform-2.0-a-share-market-and-china-us-economic-game-analysis/</link>
      <pubDate>Fri, 01 Aug 2025 00:00:00 +0000</pubDate>
      <guid>https://geo.articuly.com/posts/2025-08-01-supply-side-reform-2.0-a-share-market-and-china-us-economic-game-analysis/</guid>
      <description>This article analyzes the central role of Supply-Side Reform 2.0 in driving the current A-share market, compares the similarities and differences in the logic between Supply-Side Reform 1.0 in 2015 and the current round of policies, interprets the implications of macroeconomic indicators such as the M1/M2 spread and credit pulses, and examines the impact of the economic policy standoff between China and the United States on capital markets, as well as the potential for future inflows of foreign capital.</description>
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    <item>
      <title>The M1-M2 &#34;Golden Spread&#34; Emerges: Economic Inflection Point in Mid-2025 and Outlook for Asset Prices</title>
      <link>https://geo.articuly.com/posts/2025-08-01-china-stock-market-us-economy-commodities-analysis/</link>
      <pubDate>Fri, 01 Aug 2025 00:00:00 +0000</pubDate>
      <guid>https://geo.articuly.com/posts/2025-08-01-china-stock-market-us-economy-commodities-analysis/</guid>
      <description>This paper analyzes the key characteristics of China’s social financing data for June 2025, interprets the implications of the M1-M2 spread for capital markets, and examines the channels through which expectations of Federal Reserve interest rate cuts affect global capital flows and the Chinese economy.</description>
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    <item>
      <title>Analysis of the U.S.-China Economy and Commodity Markets in July 2025</title>
      <link>https://geo.articuly.com/posts/2025-07-30-china-us-economy-commodity-market-analysis/</link>
      <pubDate>Wed, 30 Jul 2025 00:00:00 +0000</pubDate>
      <guid>https://geo.articuly.com/posts/2025-07-30-china-us-economy-commodity-market-analysis/</guid>
      <description>This article provides an in-depth comparison of the core economic contradictions between China and the United States from the perspective of GDP composition. It analyzes the pressures China faces regarding investment and trade, the risks the United States faces regarding consumption and government spending, and the potential impact of the two countries’ respective policy directions on the commodities market.</description>
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    <item>
      <title>The Geostrategic Implications of Hydropower Projects on the Lower Yarlung Tsangpo River</title>
      <link>https://geo.articuly.com/posts/2025-07-22-geopolitical-impact-of-yarlung-tsangpo-lower-reach-hydropower-station/</link>
      <pubDate>Tue, 22 Jul 2025 00:00:00 +0000</pubDate>
      <guid>https://geo.articuly.com/posts/2025-07-22-geopolitical-impact-of-yarlung-tsangpo-lower-reach-hydropower-station/</guid>
      <description>This paper analyzes the scale of construction and development history of the hydropower stations in the lower reaches of the Yarlung Tsangpo River, which are scheduled to begin construction in 2025, as well as their potential impact on the geopolitical landscape of South Asia and the Indochinese Peninsula, and assesses their strategic value in terms of energy and their significance for regional cooperation.</description>
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    <item>
      <title>The Pennsylvania Plan (2): A Comparative Analysis of Debt-to-GDP Ratios and Economic Cycles in China and the United States</title>
      <link>https://geo.articuly.com/posts/2025-07-18-pennsylvania-plan-chapter-2-us-china-debt-cycle-comparison/</link>
      <pubDate>Fri, 18 Jul 2025 00:00:00 +0000</pubDate>
      <guid>https://geo.articuly.com/posts/2025-07-18-pennsylvania-plan-chapter-2-us-china-debt-cycle-comparison/</guid>
      <description>This article provides an in-depth analysis of the ideal expectations and practical limitations of the Pennsylvania Plan in the United States. It compares the debt resolution strategies and economic cycles of China and the United States, argues why the United States cannot replicate China’s high-growth trajectory of the 1990s, and explores the ultimate consequences of quantitative easing policies within the global fiat currency system.</description>
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    <item>
      <title>The Pennsylvania Plan: The Ultimate Solution for U.S. Debt Relief</title>
      <link>https://geo.articuly.com/posts/2025-07-18-pennsylvania-plan-us-debt-resolution-scheme/</link>
      <pubDate>Fri, 18 Jul 2025 00:00:00 +0000</pubDate>
      <guid>https://geo.articuly.com/posts/2025-07-18-pennsylvania-plan-us-debt-resolution-scheme/</guid>
      <description>This article provides an in-depth analysis of the &amp;#34;Pennsylvania Plan&amp;#34; proposed by Deutsche Bank as the ultimate debt resolution strategy for the United States to address its fiscal and trade twin deficits. It examines the plan’s core logic of converting long-term debt into short-term debt and external debt into domestic debt, compares the differences between the debt resolution paths of China and the United States, identifies the key obstacles to U.S. debt resolution—namely, a stock market correction and the sacrifice of the U.S. dollar’s seigniorage—and reveals the future direction of the global economic landscape.</description>
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    <item>
      <title>The Future Potential of the Chinese Market</title>
      <link>https://geo.articuly.com/posts/2025-07-12-future-potential-of-chinese-market/</link>
      <pubDate>Sat, 12 Jul 2025 00:00:00 +0000</pubDate>
      <guid>https://geo.articuly.com/posts/2025-07-12-future-potential-of-chinese-market/</guid>
      <description>Analyzing the long-term investment value of China’s capital markets from the perspectives of geopolitics and currency leverage, this article examines the investment logic behind three major asset classes—A-shares, gold, and commodities—as well as the historic opportunities presented by the U.S. trend toward deglobalization.</description>
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    <item>
      <title>Trump’s Tax Cuts and the Economic Choices Facing China and the U.S.: Policy Pitfalls in an Era of Stagnation</title>
      <link>https://geo.articuly.com/posts/2025-07-08-trump-tax-cuts-us-china-choices/</link>
      <pubDate>Tue, 08 Jul 2025 00:00:00 +0000</pubDate>
      <guid>https://geo.articuly.com/posts/2025-07-08-trump-tax-cuts-us-china-choices/</guid>
      <description>This article analyzes the fundamental flaws in the logic underlying Trump’s tax cut policies and compares them with the historical context of the Great Depression during the Hoover era. It argues that the global economy is currently in a phase characterized by competition over existing resources and insufficient demand, and that blindly promoting manufacturing expansion and increased household debt will exacerbate economic risks. The article also explores the impact of demographic shifts and global supply chain misalignments on the future economic landscape.</description>
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    <item>
      <title>Trump’s Tax Cuts Act: An Analysis of the Largest Social Transformation in the United States Since the End of the Cold War (Part 1)</title>
      <link>https://geo.articuly.com/posts/2025-07-07-trump-tax-cut-bill-social-transformation-analysis-part-1/</link>
      <pubDate>Mon, 07 Jul 2025 00:00:00 +0000</pubDate>
      <guid>https://geo.articuly.com/posts/2025-07-07-trump-tax-cut-bill-social-transformation-analysis-part-1/</guid>
      <description>This article analyzes the key provisions and implications of President Trump’s “Big and Beautiful” tax cut bill, which represents the largest attempt at social transformation in the United States since the Cold War. The bill aims to shift economic leverage from the government to businesses and households, thereby promoting a transition away from a model of “small government and big business.”</description>
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    <item>
      <title>A Summary of the Current Phase of U.S.-Iran-Israel Tensions and an Outlook on the Future of the Middle East</title>
      <link>https://geo.articuly.com/posts/2025-07-03-summary-of-us-iran-israel-conflict-and-middle-east-outlook/</link>
      <pubDate>Thu, 03 Jul 2025 00:00:00 +0000</pubDate>
      <guid>https://geo.articuly.com/posts/2025-07-03-summary-of-us-iran-israel-conflict-and-middle-east-outlook/</guid>
      <description>This article compares the differences in strategic objectives between the Russia-Ukraine conflict and the Iran-Israel conflict, analyzes the impact of war narratives on international public opinion and resource allocation, evaluates Iran’s strategic choices and historical contributions, and looks ahead to the future direction of the Middle East situation.</description>
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    <item>
      <title>The Nature and True Impact of Stablecoins from an Accounting Perspective</title>
      <link>https://geo.articuly.com/posts/2025-06-27-stablecoin-essence-from-accounting-logic/</link>
      <pubDate>Fri, 27 Jun 2025 00:00:00 +0000</pubDate>
      <guid>https://geo.articuly.com/posts/2025-06-27-stablecoin-essence-from-accounting-logic/</guid>
      <description>This article examines the operational logic of stablecoins from an accounting perspective, refutes the erroneous view that &amp;#34;stablecoins facilitate the remonetization of debt,&amp;#34; analyzes their actual impact on liquidity—which involves a &amp;#34;contraction followed by expansion&amp;#34;—and clarifies that stablecoins are essentially subscription shares in the issuing institution’s assets rather than fiat currency.</description>
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    <item>
      <title>The Core Contradiction in the AI Industry: Overinvestment and the Monopoly Trap</title>
      <link>https://geo.articuly.com/posts/2025-06-23-core-contradictions-of-ai-industry-overinvestment-and-monopoly-traps/</link>
      <pubDate>Mon, 23 Jun 2025 00:00:00 +0000</pubDate>
      <guid>https://geo.articuly.com/posts/2025-06-23-core-contradictions-of-ai-industry-overinvestment-and-monopoly-traps/</guid>
      <description>This article provides an in-depth analysis of the current core contradictions in the AI industry, pointing out that technological development itself is not the biggest problem; rather, overinvestment and the U.S.-dominated chip monopoly are the root causes of resource misallocation in the industry. By comparing the development paths of AI in China and the United States, it reveals the universal laws of underlying technological development and the inherent conflict with capital’s profit-seeking nature.</description>
    </item>
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      <title>In-Depth Analysis of the June 2025 Federal Reserve Meeting and the Situation in the Middle East</title>
      <link>https://geo.articuly.com/posts/2025-06-22-fed-meeting-and-middle-east-situation-analysis/</link>
      <pubDate>Sun, 22 Jun 2025 00:00:00 +0000</pubDate>
      <guid>https://geo.articuly.com/posts/2025-06-22-fed-meeting-and-middle-east-situation-analysis/</guid>
      <description>This article analyzes the criteria for assessing the recent U.S. strikes on Iranian nuclear facilities and the logic behind the multi-party strategic dynamics, interprets the signals of stagflation emerging from the Federal Reserve’s June meeting and the geopolitical risks facing interest rate cut expectations, and provides a clear reference framework for macroeconomic decision-making.</description>
    </item>
    <item>
      <title>June 2025 Market Highlights: The Gold Market, CPI, the Privatization of Fannie Mae and Freddie Mac, and the Geopolitical Landscape</title>
      <link>https://geo.articuly.com/posts/2025-06-20-june-2025-hotspots-gold-cpi-fannie-mae-geopolitics/</link>
      <pubDate>Fri, 20 Jun 2025 00:00:00 +0000</pubDate>
      <guid>https://geo.articuly.com/posts/2025-06-20-june-2025-hotspots-gold-cpi-fannie-mae-geopolitics/</guid>
      <description>This article provides an in-depth analysis of key market trends for June 2025, including the underlying logic behind gold leasing rates, the impact of energy and housing components on the CPI, the direction of Fannie Mae and Freddie Mac privatization policies, developments in the Middle East geopolitical landscape, and adjustments to the global tariff structure, offering decision-making guidance for market participants.</description>
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    <item>
      <title>Tariffs Are Just a Bargaining Chip: Trump’s Global Strategy</title>
      <link>https://geo.articuly.com/posts/2025-06-20-tariffs-are-just-bargaining-chips-trumps-global-game-strategy/</link>
      <pubDate>Fri, 20 Jun 2025 00:00:00 +0000</pubDate>
      <guid>https://geo.articuly.com/posts/2025-06-20-tariffs-are-just-bargaining-chips-trumps-global-game-strategy/</guid>
      <description>This article provides an in-depth analysis of the Trump administration’s strategy of using tariffs and NVIDIA graphics cards as bargaining chips in global interests, revealing the logic behind its attempt to gain a negotiating advantage by creating chaos through a tariff war, as well as the political bottom line and future trends regarding the 10% general tariff.</description>
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    <item>
      <title>A Summary of the Israel-Iran Conflict: Geopolitical Maneuvering in the Middle East Amid U.S. &#34;Double Withdrawal&#34;</title>
      <link>https://geo.articuly.com/posts/2025-06-15-israel-iran-conflict-phase-summary/</link>
      <pubDate>Sun, 15 Jun 2025 00:00:00 +0000</pubDate>
      <guid>https://geo.articuly.com/posts/2025-06-15-israel-iran-conflict-phase-summary/</guid>
      <description>本文梳理2025年以色列与伊朗冲突的宏观背景、各方态度及未来走向，分析美国经济与地缘双收缩政策对中东格局的深远影响。</description>
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    <item>
      <title>An Analysis of the Core Logic and Objectives of Trump’s Economic Platform</title>
      <link>https://geo.articuly.com/posts/2025-06-13-trump-economic-agenda-core-logic/</link>
      <pubDate>Fri, 13 Jun 2025 00:00:00 +0000</pubDate>
      <guid>https://geo.articuly.com/posts/2025-06-13-trump-economic-agenda-core-logic/</guid>
      <description>This article provides an in-depth analysis of the three core pillars of Trump’s economic policy—tax reform, government debt, and interest rate policy—examining the underlying logic behind his efforts to address the U.S. twin deficits in trade and the budget, as well as the potential global economic implications of these policies.</description>
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    <item>
      <title>The Potential Negative Impacts and Structural Challenges of the AI Revolution</title>
      <link>https://geo.articuly.com/posts/2025-06-12-potential-negative-impacts-of-ai/</link>
      <pubDate>Thu, 12 Jun 2025 00:00:00 +0000</pubDate>
      <guid>https://geo.articuly.com/posts/2025-06-12-potential-negative-impacts-of-ai/</guid>
      <description>This article provides an in-depth analysis of the structural impact of the AI technological revolution on human society, refutes the simplistic application of historical lessons from the Industrial Revolution, points out that the core threat of AI lies in its ability to inherit rather than its ability to learn, and emphasizes the strategic necessity of the AI competition between China and the United States.</description>
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    <item>
      <title>The Deep-Seated Economic Impact and Global Implications of the U.S. Stablecoin Bill</title>
      <link>https://geo.articuly.com/posts/2025-06-04-us-stablecoin-act-economic-impact/</link>
      <pubDate>Wed, 04 Jun 2025 00:00:00 +0000</pubDate>
      <guid>https://geo.articuly.com/posts/2025-06-04-us-stablecoin-act-economic-impact/</guid>
      <description>This article provides an in-depth analysis of the new arbitrage models that will emerge following the passage of the U.S. stablecoin bill, the impact on the traditional banking system, the inherent contradictions with the rollover of U.S. Treasury debt, and the future &amp;#34;draining effect&amp;#34; on global dollar liquidity, thereby highlighting the necessity of de-dollarization.</description>
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      <title>Analysis of the Latest Developments in the Russia-Ukraine Conflict, Trends in U.S.-Iran Negotiations, and Strategies for Gold Allocation</title>
      <link>https://geo.articuly.com/posts/2025-06-03-russia-ukraine-conflict-analysis-us-iran-negotiation-gold-investment-advice/</link>
      <pubDate>Tue, 03 Jun 2025 00:00:00 +0000</pubDate>
      <guid>https://geo.articuly.com/posts/2025-06-03-russia-ukraine-conflict-analysis-us-iran-negotiation-gold-investment-advice/</guid>
      <description>This article examines the latest developments in the Russia-Ukraine &amp;#34;Spider Web&amp;#34; operation as of June 2025, analyzes the future trajectory of the conflict and the prospects for a ceasefire, assesses trends in U.S.-Iran negotiations, and outlines key principles for gold allocation amid the current geopolitical turmoil.</description>
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      <title>Stablecoin Series: Understanding the Underlying Logic of the Global Financial System Through the Lens of the Nature of Money</title>
      <link>https://geo.articuly.com/posts/2025-06-02-stablecoin-series-part-3-the-underlying-logic-of-global-finance-from-the-perspective-of-monetary-essence/</link>
      <pubDate>Tue, 03 Jun 2025 00:00:00 +0000</pubDate>
      <guid>https://geo.articuly.com/posts/2025-06-02-stablecoin-series-part-3-the-underlying-logic-of-global-finance-from-the-perspective-of-monetary-essence/</guid>
      <description>This article debunks common misconceptions about money, reveals the underlying logic of the credit money era, analyzes the core premises of Modern Monetary Theory (MMT), explores the fundamental nature of distributional conflicts in the U.S. economy, and discusses the key pricing power China needs to secure in the face of global competition.</description>
    </item>
    <item>
      <title>Hello Hugo: My First Multilingual Blog Post</title>
      <link>https://geo.articuly.com/posts/2022-01-01-hello-hugo/</link>
      <pubDate>Sat, 01 Jan 2022 00:00:00 +0000</pubDate>
      <guid>https://geo.articuly.com/posts/2022-01-01-hello-hugo/</guid>
      <description>This is the first post on my brand-new static website built with Hugo, and I’m testing its multilingual support.</description>
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