Category: Today’s Brief
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● Nasdaq Plunges 5% – Trump’s Tariff Storm Economic Situation Analysis: Trump’s Tariff Hikes and Global Economic Crisis Forecast 1. Current Market Situation Today, the Nasdaq index fell by 5.17%. Major stock indices such as the Dow Jones and S&P 500 also fell sharply. Market sentiment and reactions similar to past crises like COVID-19…
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● Bias Confirmed, Neutrality Questioned Connecting Key Economic Outlook and Innovative Ideas Creativity Starts with Constraints Setting constraints can actually spark creative ideas. For example, just as a chef creates an amazing menu with limited ingredients in the refrigerator and a time constraint of 15 minutes, our thinking becomes more concrete and develops under…
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● Herd Delusion-Economic Peril Core Strategies for Creative Judgment and Economic Outlook for Evaluation After 6 Months The Concept of Buffering and Creative Thinking The ‘buffering’ that occurs in the brain is not just a waiting state, but a valuable time for creating new ideas. Rather than immediate reactions, creativity can be unleashed through…
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● Tesla Plunge-Trump, Deliveries, Robotics Today’s Tesla News Key Takeaways Tesla’s stock price rose by 5.29%, reaching 282.67. This increase reflects short-term, mid-term, and long-term changes. [Stock Price and Volatility] Today, the stock price rose by 5.29%, with a weekly increase of 3.93%, a monthly increase of 3.94%, and a six-month increase of 8.08%.…
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● Tariff-geddon! Tariff Day: Trump’s Aggressive Tariff Announcement and Global Market Shock First Announcement at Dawn and Market Reaction Trump officially announced the tariff policy at 5 AM today. The Nasdaq futures market fell by 2.5%, and the SP500 also plummeted by 1.8%. This situation foreshadows a significant impact on the U.S. economy and…
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New Phase in the US Trade War: Trump’s ‘Day of Liberation’ Tariff Policy Forewarned Background of Trump’s Tariff Policy Announcement Recently, the world’s economic community has been focusing on the US President’s announcement of a new trade tariff policy called ‘Day of Liberation.’ This announcement is seen as aiming to change the existing trade order…
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● Foundry Crisis- Samsung Trails TSMC, China Samsung Electronics Foundry Crisis and the Advent of the AI Semiconductor Era: Key Issues to Watch 1. Semiconductor Market Changes and the Advent of the AI Era Starting with the ups and downs of Samsung Electronics’ existing memory semiconductor divisions, such as DRAM and HBM. Now, the…
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● Middle Class Massacre,Tariff Backfire Imminent The U.S. Economy, Trump Administration Policies, and an Uncertain Future – Tariffs, Inflation, and the Real Estate Crisis: Everything You Need to Know [1] The U.S. Economy Overall, Public Expectations vs. Reality The American public strongly expects that President Trump will eventually revive the U.S. economy. However, there…
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● **Samsung’s Existential Crossroads** Analysis of Samsung Electronics’ Crisis Theory: Structural Challenges and Future Development Prospects 1. Milestones of the Samsung Electronics Crisis Theory Discussions about Samsung Electronics’ crisis began three years ago with the GOS incident. At that time, installing software that excessively suppressed heat generation in smartphones negatively impacted user experience. Although…
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● Gurus’ Spring Guidance – Amidst Market Downturn Summary of the Latest Global Economic Outlook – Adjustments, Investment Strategies, and Tesla 1. Market Decline? It's Just an Adjustment Clearly defines the difference between an adjustment and a bear market.As experienced investors say, what's happening now is not a massive bear market, but a short-term…