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상승 참여 폭의 착시: 시장 붕괴가 아닌 건강한 '섹터 순환매'인 이유, 바통 터치하며 달리는 강세장
간단 브리핑 이 글은 JC Parets의 "The Market Is Passing the Baton"을 번역해 옮긴 것으로, 간단히 요약하면, 순환매(Rotation) vs 악화(Deterioration
blog.naver.com · 2026.09.29
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Long-term Stock Market Risks from US-Japan Yen Intervention; Lee Jae-myung Pressures ‘Debt Economy
Long-term Stock Market Risks from US-Japan Yen Intervention; Lee Jae-myung Pressures on ‘Delayed Investment Treasury Department’s intervention to weaken the yen is causing a temporary rise in the stock market,
blog.naver.com · 2026.08.07
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[마크 헐버트] "행정부와 의회가 갈라져야 주식 오른다?"... 월스트리트의 착각과 역사가 말하는 진실
간단 브리핑 이 글은 MarketWatch에 실린 Mark Hulbert의 칼럼 "Is gridlock in Washington actually good for stocks? Here’s what historical market data says."을 번역해 옮긴 것으로, 간단히 요약하면, 1.
blog.naver.com · 2026.09.28
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8/7(Fri) Go-To-Market Strategy
A Go-to-Market (GTM) Strategy is a comprehensive plan for bringing a product or service to customers, Market Analysis Understand the mar.......
blog.naver.com · 2026.08.06
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Total value of U.S. corporate equity is now more than 400% of GDP
Total value of U.S. corporate equity is now more than 400% of GDP, double the peak of the Dot Com Bubble and more than 5x the level before 1987's Stock Market Crash, warns JP Morgan
blog.naver.com · 2026.08.17
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round-trip 8 hour
Postech is very far from my house. It took 4 hours by car, and the distance is 300km. Jukdo Market is a very big market in Pohang.
blog.naver.com · 2026.07.30
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HSBC said Wednesday's U.S. inflation report could serve as the next catalyst
U.S. inflation report could serve as the next catalyst to push Federal Reserve rate hikes out of market pricing, reinforcing its view that the "US exceptionalism" narrative is fading.
blog.naver.com · 2026.08.11
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Cerebras 칩이 GPT 5.6 sol 을 구동할 예정
Cerebras is surging after they were flagged for fresh progress in its OpenAI deal, with Cerebras chips Leopold Aschenbrenner disclosed a ~$2,210,000 position in Q2 2026 $CBRS has added ~$8,000,000,000 in market
blog.naver.com · 2026.08.18
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불안한 9월 주식 시장, 지금 팔아야 할까? 역사적 데이터가 주는 명확한 답
간단 브리핑 이 글은 The Motley Fool의 "Stock market sell-off: Is it really safe to invest right now?
blog.naver.com · 2026.09.20
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미국 10년 만기 국채 금리 5% 돌파, 주식 시장 추락의 신호탄일까? 과거 데이터가 말해주는 것들 ⏳
간단 브리핑 이 글은 Stock Market Media의 "The 10-Year Is Back at 2007 Levels ⏳"을 번역해 옮긴 것으로, 간단히 요약하면, 현 상황 (금리
blog.naver.com · 2026.09.26
