Kospi Hit 9,000 While Foreigners Dumped $75B+
·
The Kospi doubled in H1 2026 as foreigners sold a record 100 trillion won. How retail margin debt absorbed it, the 56% chip concentration, and the outlook.
#Macro
2 posts
The End of Easy Money: Why Index Investing Stops Working
·
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.