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
Tag: Kospi
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