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The United States Rejects Taiwan’s Silicon Shield—Consider Korea’s Spillover Benefits.
The United States proposed a “50-50 semiconductor production split” to Taiwan, which Taipei firmly rejected. On the surface, this looks...

Charles K
2025년 10월 3일3분 분량


Stocks, Bitcoin, and Ethereum are falling? Let’s see it as a buying opportunity.
The data released on September 25 from the United States shows more than just a recovery—it signals an expansion that borders on...

Charles K
2025년 9월 26일3분 분량


With the Fed’s 0.25% rate cut, what will the stock market look like in Q4?
As widely expected, the Federal Reserve cut its policy rate by 25bp at the September FOMC meeting, aligning with market expectations....

Charles K
2025년 9월 18일3분 분량


September Stock Correction? The Market Expects Only a Bull Run
The bubble is approaching. The doubts and fears voiced by investors are, paradoxically, revealing a deep undercurrent of expectation for...

Charles K
2025년 9월 12일3분 분량


Hyundai–LG Energy Immigration Raid? A Likely Self-Inflicted Wound for the U.S.
The Trump administration’s economic strategy is clear: revive U.S. manufacturing through reshoring. The goal is to secure domestic...

Charles K
2025년 9월 8일3분 분량


Trump Finally Fires Fed Governor Lisa Cook — How Should We Invest Going Forward?
President Trump has dismissed Federal Reserve Governor Lisa Cook. Officially, the administration cited her personal issues and...

Charles K
2025년 8월 26일4분 분량


Bitcoin and Ethereum to plunge in September? Let’s forecast the stock and cryptocurrency markets for September.
Bitcoin and Ethereum have shown sharp declines, signaling that market sentiment is shifting rapidly. The turning point was the release of...

Charles K
2025년 8월 18일3분 분량


Harvard University Investing in Bitcoin, An Intended Outcome of Trump’s Strategy?
If we were to identify the two most important pillars that determine the growth of asset markets, they would be corporate growth and...

Charles K
2025년 8월 12일4분 분량


The EU, fed up with U.S. tariffs, seeks cooperation with CPTPP? The investment direction remains unchanged
CPTPP, a free trade agreement led by Asia-Pacific countries excluding the United States, currently includes 12 members: Japan, Canada,...

Charles K
2025년 8월 8일3분 분량


Korea–U.S. Tariff Deal Concluded: Time to Invest in Korea’s New Strategic Role
On August 7, the United States officially enacted a new tariff regime, and South Korea agreed to a 15% tariff, effectively finalizing a...

Charles K
2025년 8월 7일3분 분량


McDonald's Sells Hong Kong Real Estate — The Beginning of the End for the Hong Kong Dollar?
Following the previous article, “Li Ka-shing, Hong Kong's Richest Tycoon, Dumps Hundreds of Properties—China Is Not Fine” , I continue to...

Charles K
2025년 8월 4일4분 분량


Li Ka-shing, Hong Kong’s richest man, offloads hundreds of homes — a troubling sign for China.
Hong Kong’s richest man, Li Ka-shing, has recently put hundreds of residential properties in China and Hong Kong on the market. The speed...

Charles K
2025년 8월 2일4분 분량


The reason the United States is rolling back environmental regulations ultimately lies in its pursuit of hegemony.
The United States’ move to roll back environmental regulations is more than just domestic deregulation. It is a strategy—one rooted in...

Charles K
2025년 7월 30일3분 분량


Even Bond Vigilantes in Japan…Will the Shock Be Stronger Than the 2024 Yen Carry Unwind?
As U.S.–Japan interest rate dynamics flip, are markets ready for another shock? When we compare recent U.S. and Japanese policy...

Charles K
2025년 7월 29일3분 분량


JP Morgan’s Bitcoin-Backed Loans: Where Will the Asset Boom Come From?
Right now, America is truly serious about liquidity. Faced with enormous structural challenges, the U.S.—along with President Trump—has...

Charles K
2025년 7월 23일4분 분량


Europe Cuts Welfare and Expands Defense—These Assets Stand to Benefit.
President Trump’s policy direction is transforming the long-stagnant trajectory of Europe. The term "European disease" is hardly new. For...

Charles K
2025년 7월 17일3분 분량


The Emergence of a Shadow Fed Chair: Investment Opportunity or Looming Risk?
Tensions between President Trump and Fed Chair Jerome Powell are escalating rapidly. Both officially and unofficially, the Trump...

Charles K
2025년 7월 15일3분 분량


Nasdaq’s New High, Q3 Pullback Ahead — Why You Should Keep Investing
As July began, the market regained strong upward momentum. The S&P 500 has surpassed 6,260 points, and the Nasdaq has broken through...

Charles K
2025년 7월 10일3분 분량


U.S. tax cut bill passes the House, more likely to trigger a correction than a summer rally in July and August.
Early this morning, the U.S. tax cut bill, officially known as the Big Beautiful Bill (BBB) , finally passed the House of...

Charles K
2025년 7월 4일3분 분량


The Fusion of Gaming and Finance: How Stablecoins Are Fueling the Future of Game Stocks
The recent surge in game stocks is closely linked to the stablecoin theme. The reason is simple: game companies are no longer just...

Charles K
2025년 6월 27일2분 분량
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