This post is opinion only. See full disclaimer below. It is entirely possible that the Hormuz Strait crisis resolves tomorrow. The United States still commands extraordinary military resources, and history shows that overwhelming American force can, at times, compel adversaries to step back. The US appears at this point to be ratcheting up the attacks … Continue reading Further Reflections on the Escalating Iran War and Hormuz Strait Closure
Category: South Korea
Deeper Theoretical Thoughts on the Kospi Correction and Current Market Contradictions
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
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
A Slow Train Coming
This post is opinion only. See full disclaimer below. updated 5-11-26 At this site we try to consider higher level theoretical issues. A few years ago, we were talking about the upcoming problem of inflation way before the usual crowd and we talked about AI's voracious need for energy also very early on and the … Continue reading A Slow Train Coming
Three Macro-political Issues on the Horizon
This post is opinion only. See full disclaimer below. As I indicated in my last post a while ago one of the most important macro-political questions right now continues to be will Trump force the Europeans, Chinese and Indians to go off of Russian Oil. In the case of China and India this would be … Continue reading Three Macro-political Issues on the Horizon