All of my long-form thoughts on programming, business, and more
Korean household borrowing rose ₩8.3 trillion in June 2026 while the monthly increase in bank lending to SMEs slowed to ₩1.7 trillion. The split matters for founders, operators, employees, and investors.
China’s June CPI rose only 1.0%, yet factory-gate prices rose 4.1% and industrial purchase prices 6.4%. The gap matters for Asian sourcing, hardware, commerce, AI infrastructure, and cash flow.
The June 2026 FOMC minutes turned AI infrastructure demand into a live inflation variable. Here is what founders, solo operators, and investors should do with the signal before CPI, FOMC, and PCE land later in July.
A practical read of the June 2026 ISM Services PMI for founders, small teams and investors watching pricing, hiring and vendor contracts.
Korea’s June 2026 foreign reserves rose to $427.36 billion, but the composition, won weakness, and dollar-cost exposure matter more for founders, builders, and investors than the headline increase.
The June 2026 U.S. jobs report showed only 57,000 payroll gains, a 4.2% unemployment rate, a lower 61.5% participation rate, and sticky inflation. Here is what small teams and investors should do with the signal.
Korea’s June 2026 CPI rose 3.2% year over year, core CPI rose 2.5%, transport prices rose 11.1%, and the Bank of Korea still has a 2.50% base rate. Here is the operating read for builders and investors.
The May 2026 ISM Manufacturing PMI rose to 54.0, but the Prices Index at 82.1, Supplier Deliveries at 60.6, PPI at 6.5%, and a Fed hold change the operating playbook for founders and investors.
Korea’s May 2026 industrial activity report showed semiconductor output down 10.0%, facility investment up 9.7%, and machinery orders up 25.9%. The practical signal is inventory timing inside a still-active capex cycle.
May 2026 U.S. trade, inventory, PCE, and Fed data show why founders and investors should watch cash conversion, FX exposure, AI equipment costs, and margin lag.