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Goldman recommends five strategies that help investors stay invested
toward U.S. assets, equities and the technology sector since the 2022 drawdown in balanced portfolios , driven by strong equity risk premia and the AI boom.
blog.naver.com · 2026.07.13
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SK Hynix & Memory Industry Analysis
While the market is currently absorbing a 2.5% equity dilution from the recent ADR issuance, the underlying structural transformation of the memory sector is bound to trigger a fundamental re-rating of the company's
blog.naver.com · 2026.07.10
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샘 알트만, 벤처 거물들에게 배운 독자적 투자 철학, 오픈AI와 상관없이 33억 달러를 모은
간단 브리핑 이 글은 Fortune의 "Sam Altman reveals the investing advice billionaire Peter Thiel gave him that helped him amass a $3.3 billion net worth without OpenAI equity"을 번역해 옮긴 것으로, 간단히 요약하면, 샘 알트만의 자산 축적과
blog.naver.com · 2026.08.05
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Why the 60/40 Portfolio May Be Ready for a Comeback
the press) again today, after 18 years of a secular equity bull market. from accepted custom, or the prudent man rule.
blog.naver.com · 2026.07.06
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BlackRock ‘Chain Risk,’ Lee Jae-myung ‘AI Chain Binding,’ Han Sung-sook ‘Investment,’ Factry Slows
’s investment rating regarding the ‘chain binding’ initiative. Consequently, the Purchasing Managers' Index has.......
blog.naver.com · 2026.07.01
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전쟁·선거·주식시장의 공통점 Cyber & Electronic Warfare
에너지 사법 무언가 우리 마음대로 되지 않는 무언가의 힘이 작용하고 있는 느낌 대표적인 영미자본 사모펀드들이 삼전하닉의 목표지분을 아직 확보하지 못한듯 War Elections The stock market Energy The Courts They all seem to be influenced by a force beyond our control—something
blog.naver.com · 2026.07.14
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History suggests bull markets end with higher rates, not today's backdrop: Citi
Looking back at every major equity market top in recent decades, the bank highlights that the S&P The COVID crash and the brief "L.......
blog.naver.com · 2026.06.26
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Trading Day: Tech outlook is cloudy
in the first half of the year, and why turbulence shouldn’t be mistaken for decline. There is still life in the AI-fueled equity boom.
blog.naver.com · 2026.06.25
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Dream big fomo from SpaceX’s IPO
SpaceX’s historic public market debut last week could catalyze a new leg of the bull market by stoking The stock extended its gains in premarket trading Monday, climbing a further 6%. Draw.......
blog.naver.com · 2026.06.19
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'아시아의 슈바이처' 이종욱 박사 20주기…WHO서 추모식(종합)
Honoring the 20th Anniversary of the death of the late Dr Lee Jong-wook On May 20, 2026, a memorial ceremony marking the 20th Anniversary of the passing of the late Dr Lee Jong-wook — the 1st Korean Director-General
blog.naver.com · 2026.05.24
