Category: Today’s Brief
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● Lee Jae-myung, Debate Aftermath From Housing Issues to Capital Market Activation: Key Strategies for Sound Economic Management [1] Housing Problems and Limits of Real Estate Investment A short-term speculative culture obsessed with the market has created the myth of infallible real estate investment. As a result, the inherent value of housing is being…
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● Tesla Tanks, Trade Triumph! Tesla, Tank Experiment, and Trade Agreement Create a Global Electric Vehicle Game Changer May 2025 US-UK Trade Agreement The United States and the United Kingdom sign a new trade agreement in May 2025. This agreement is likely to allow US-made electric vehicles, especially the Tesla Model 3 and Model…
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● Legal Overhaul – Deep Value Bonanza? Investment Strategy Based on Below-Value Stocks: Analysis Before and After Amendment of the Commercial Act 1. Investment Strategy Before Amendment of the Commercial Act Below-value stocks refer to companies that seem to have too many problems because they are too cheap. These companies have various issues, but…
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● Buffett’s-Succession-Boon Berkshire Hathaway Annual Shareholders Meeting Field Report and Global Economic Outlook Analysis 1. Preparation for the Berkshire Hathaway Annual Shareholders Meeting and Arrival On-Site The scene of each correspondent preparing before the Berkshire shareholders’ meeting was noticeable on-site. At this gathering where Wall Street investors flock, the reputation of Berkshire and the…
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● Lee Jae-myung, AI, Bitcoin-LIVE Latest Economic Issues Analysis: Stock Market, Dividends, Real Estate, and US Tariff Response Strategies KOSPI Outlook and the Need to Improve the Stock Market Structure There is a recent opinion that KOSPI could jump from 2,000 to 5,000. Issues such as undervaluation of blue-chip stocks and low Price-to-Book Ratio…
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● Samsung Foundry: Game Changer Key insights into the cost burden of US factories, uncertainties in the global semiconductor market, and internal conflicts between TSMC and Samsung Electronics. [1] The Burden of Building US Factories and Global Manufacturing Cost Issues Building a factory in the US is not a simple expansion, but a massive…
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● Resource War – 14 Billion Barrel Whale Oil Development Process and the Giant Whale Controversy – Core Summary 1. Overview of Oil Development Stages Oil development begins with geological surveys to identify conditions for oil formation such as sedimentary basins, source rocks, and reservoir rocks. Next, physical exploration assesses underground structures and oil…
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● Tesla RoboTaxi ‘Alicorn’ Leak – Revenue Model, Waymo Rivalry. Tesla Robotaxi and Project Alligon: A Summary of the Autonomous Driving Paradigm Shift Tesla Electric Vehicle Market’s Pricing Strategy Tesla has released a new Model Y Long Range rear-wheel-drive version. The new car’s base price is $44,990, but with the $7,500 electric vehicle tax…
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● Doubt-Invest-Repeat, Rogers’ Strategy Global Economy and Investment: Constant Questions and Challenges 1. Investing Is Never Easy Investment doesn’t have a one-time correct answer. New variables appear every time. You need to understand the movements of the investment market in the latest global economics trends. Economic forecast analysis is essential. You must carefully observe…
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● Powell’s Do-Nothing Stance. In-depth Analysis of Market Changes and Political/Economic Factors After the FMC 1. Summary of Market Trends After the FMC Gold prices rose sharply, and oil prices fell noticeably. Stocks remained relatively unchanged, with rapid declines followed by rebounds. Chairman Powell showed an “I won’t do anything” attitude without taking any…