Category: Next-gen Insight
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● PCE Dip Triggers Fed Cut Frenzy, Bond Steepening Threat, Dollar Slumps, AI Liquidity Bonanza US PCE 2.8%: A Comprehensive Overview of December Rate Cut Expectations, ‘Stiffening Risks’, the Dollar Index, and the AI Liquidity Rally This article highlights the implications of a 2.8% PCE, the December FOMC rate cut scenario, the trajectory of Treasury…
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● Won Meltdown, 1600 Looms Seven Reasons Why the Won Is Structurally Weak, the ‘Exchange Rate 1600 Won’ Scenario, and the 2025 Investment Portfolio Roadmap Right now, this article covers everything: the triggers and guardrails behind the possibility of a 1600 won exchange rate, the long-term structure created by demographics, supply-demand, and investment flows, the…
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● Musk gambles, FSD breaks rules, robots replace workers, insurance implodes Musk’s “Allowing Texting While Driving” Ripple Analysis: Reading Signals of FSD Level 4, European Approval Campaign, Explosive Demand in China, and a $12 Trillion Robot Economy All at Once Key Points You Must See in This Article It dissects the true purpose behind why…
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● BOJ Shock, Yen Squeeze Reignites, Dollar Slides, Liquidity Spikes BOJ 0.75% Interest Rate Hike Scenario Instant Analysis: Reactivation of Yen Carry Trade Unwinding, Exchange Rate Direction Shift, Return of Risky Liquidity This article summarizes the BOJ’s intentions, the neutral rate roadmap, the actual trigger for yen carry trade liquidation, the impacts on the Dollar…
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● Robots Trump EVs US Government May Stop EV Drive and Shift to ‘Robot Acceleration’: A Complete Summary of Tesla’s 4% Surge Trigger and Global Economic Impact This article covers ① specific numbers for fuel economy and emission regulation relaxation and the timeline for banning EV credit trading, ② the shift in US industrial policy…
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● Frugal Flex 2026 Z Generation Consumption Formula: Save at Daiso and Flex at Michelin, The Economics of Old Money Taste and Neurodiversity This article contains the real causes of the polarization of Z Generation consumption in 2026, the pathway by which old-money aesthetics spreads into experiential luxury, the hiring and marketing innovations created by…
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● Tesla’s FSD Breakthrough Triggers China Surge, Optimus Run, Rivals Crumble Tesla’s “iPhone 3GS Moment” Has Begun. FSD v14, China’s Rebound, Optimus Leap, Comprehensive Comparison of Competitors’ Strategies and Impact on Stock Prices and Industries. This article covers everything from the tangible improvements of FSD v14, the structural reasons behind China’s sales rebound, the AI…
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● Burry warns Nvidia earnings inflated, SBC eats buybacks, owner earnings halved Michael Burry’s Warning: The Nvidia Earnings ‘Exaggeration’ Debate, Big Tech SBC Risks, and Investment Checkpoints from Tesla to Palantir. Key Points to Check Out in Today’s Article. We clearly summarize, like a news report, the heart of Burry’s claim that Nvidia’s stock-based compensation…
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● Trump Stimulus Ignites K-Shaped Split, BNPL Time-Bomb, Retail AI Windfall Bottom-Ranked Counterattack 2026: Trump-Style Domestic Demand Boost, K-Shaped Consumption, BNPL Risks, and the Real Beneficiary Stocks of Retail AI My article covers: 1) actual data on the polarization between online and offline, 2) the reasons high-income consumers are shifting to low-price channels and the…
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● Tesla FSD Monopoly, Robot Tsunami Reshapes Global Economy Forbes “All Automakers Will Borrow Tesla FSD” – The Essence of the Forecast and the Moment When Robo-Taxis and Optimus Change the Global Economic Landscape In the future, which automakers will borrow Tesla’s FSD as an “operating system” and how the flow of money in the…
