Categories

87 pages

Market Outlook

Why U.S. Stocks Hold Up at 5% Yields: Earnings and Concentration

The Korea-US Investment Deal and the Westinghouse Repricing: A Paired Idea in Cameco and Doosan Enerbility

The Day CPUs Rallied Again: From the US Session to Korea's Substrate Names

Korea's First US Investment Project and the Hormuz Deployment: The Announcement Becomes a Package, and the Alpha Stays in the Contracts

The September 4 U.S. Jobs Report: Four Numbers That Matter More Than +50,000

The Memory Big Three in August: The Businesses Got Better, So Why Did the Stocks Split?

Druckenmiller vs. Bessent on Treasury Buybacks: Credibility Matters More Than $4 Billion

NVIDIA's Earnings Changed the Question: Watch Memory Bottlenecks and Supplier Financing, Not Just Peak AI Capex

Why the Bank of Korea Hiked Twice in a Row: What 3.00% Means for Korea's Economy and Equities

Anatomy of the Rebound: Foreign Buying Came in Two Bursts, and the Same Two Stocks Changed Hands