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● Currency-War After Tariffs, Dollar Drop, Small-Biz Crisis Tariff conflict, then currency conflict: why a weaker dollar and the strain on self-employed businesses must be viewed together The key issue is not simply whether the exchange rate rises or falls. The broader question is why the United States may seek to suppress the dollar after…
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● Tesla-Optimus Data War, AlphaGo Zero Style Robot Breakthrough Tesla Optimus Academy: The real meaning of AlphaGo Zero-style learning is entering the robotics industry The key issue in this debate is not simply that Tesla is building robots. What matters is that Figure AI said it plans to spend about $1 billion, or roughly KRW…
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● Tesla’s 500 Target-AI, Robotics Fuel Piper Sandler’s Bold Call Tesla Target Price $500! The Real Reason Piper Sandler Gave Top Value to AI & Robotics, and 7 Key Points We Might Miss. Key takeaways from this article: The logic behind Piper Sandler’s $500 target price and the reality of the ‘180x PE’.Key takeaways from…
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● US Jobs Blowout-Rate Cut Odds Surge-Tesla Payout Bonanza-Broadcom-OpenAI AI Chip Shakeup The core content of today’s article is as follows: The numerical and “quality” aspects of US employment data (non-farm payrolls and unemployment rate) and the structural signals they provide. The actual risks associated with the widely discussed “likelihood of interest rate cuts” in…
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● **Headline Employment Shock, Rate Cut Gamble** Analysis of the Impact of Hidden Employment Data and Prospects for Interest Rate Cuts in the Rapidly Changing US Stock Market 1. US Stock Market Declines and Their Background The US stock market is currently experiencing declines, with Nasdaq down 2.2%, Dow Jones 1.4%, SP500 1.7%, and Russell…
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● Kospi-Tax-Hemorrhage KOSPI Plunge: Controversy over Major Shareholder Capital Gains Tax Shakes Stock Market 1. Market Status and Global Comparison The KOSPI and KOSDAQ indices plummeted by 3-4% in a single day.While major overseas markets such as Japan, China, Hong Kong, and Australia experienced only slight declines, the Korean market uniquely showed a sharp drop.This…
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● Trump’s Economic Blitz – 1940s Redux Trump’s Economic Stimulus Strategy: A Revival of the 1940s Golden Age? The Starting Point of Policy Shift: Changes Since May The Trump administration’s shift from austerity policies to aggressive economic stimulus measures since May is noteworthy.The government is trying to inject vitality into the U.S. economy through various…
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● **US Economy Turbulence Ahead** 1. US Economic Outlook for the Second Half of 2025: Analyzing Inflation, Interest Rates, and Growth Rates Looking at the future trends of the US economy in the second half of the year, attention is focused on the Federal Reserve’s (FOMC) benchmark interest rate policy and its chain reactions, centered…
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● PCE Surge – Tariffs Fuel Inflation Nightmare Analysis of the Rapid Rebound in U.S. PCE Inflation and Inflation Caused by the Tariff War Recent Trends in the U.S. Economy and PCE Inflation Announcements The U.S. May PCE (Personal Consumption Expenditures) inflation rate is rebounding sharply, causing significant repercussions throughout the economy.This announcement allows a…
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● Trump’s Stablecoin Tsunami, Bitcoin and ‘This Coin’ Survive Ark Investment’s Bitcoin Outlook, Turmoil in the Stablecoin Market by 2030 Here's a summary of what we'll cover:▲ Bitcoin price forecast, why it suddenly increased to $2.4 million by 2030▲ The logic that Bitcoin is an 'upgraded version' that can replace gold▲ Changes in Trump…


