KOSPI's 8,000 Breaks: Real Crisis or Just a Fit?
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The M7, semis, the KOSPI and SK Hynix all fell together. This is not rotation, it is a cash grab. The mechanics of the deleveraging, and what survives.
#Interest Rates
2 posts
The End of Easy Money: Why Index Investing Stops Working
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Low rates propped up valuations for 15 years and excess liquidity has now turned negative. How the shift from beta to alpha reshapes how you invest.