This post is opinion only. See full disclaimer below These thoughts reflect a theoretical macro-political perspective and may or may not ultimately prove correct from simply a trading perspective. Whether the current downward pressure in key tech stocks we are seeing in markets such as the Kospi and more globally represents a mere short term … Continue reading Deeper Theoretical Thoughts on the Kospi Correction and Current Market Contradictions
Category: AI and Stock Valuations
The Global Energy Variable: South Korea and the KOSPI Equation
This post is opinion only. See full disclaimer below Given the extreme volatility and intricate complexity of the current global matrix, it must be stated at the outset that the following analysis could be completely wrong. The reader is explicitly warned that any attempt to map real-time geopolitical friction onto financial markets is inherently speculative. … Continue reading The Global Energy Variable: South Korea and the KOSPI Equation
The interesting question of a possible AI bubble
This post is opinion only. See full disclaimer below. The case of the spectacular rise in AI stocks which have now been the market leaders and reigning stock market narrative for some time certainly requires a great deal of macro-political analysis by any investor regardless of their particular style of investing. Also educationally this run … Continue reading The interesting question of a possible AI bubble