US GDP was revised to 1.6% while inflation stayed hot: rate-cut hopes need a reset
A practical reading of the BEA Q1 2026 GDP second estimate, April CPI, and the latest FOMC minutes.
Writing my thoughts on software, business, and life.
All of my long-form thoughts on programming, business, and more
Kevin Warsh Fed Chair Nomination - What Investors Need to Know
President Trump has nominated former Fed Governor Kevin Warsh as the next Fed Chair. Here's everything investors need to know about Warsh, a former Coupang board member, and the market implications.
KOSPI Breaks 5000 for First Time in History - A New Era for Korean Markets
On January 22, 2026, the KOSPI broke through 5000 for the first time ever. From 4000 to 5000 in just 3 months. A historic moment driven by the semiconductor super cycle and AI rally.
Samsung Electronics Stock Outlook 2026 - Path to $70B Operating Profit
Samsung Electronics posted a record $14B operating profit in Q4 2025. With HBM4 mass production and the AI semiconductor super cycle, 2026 could see operating profit exceed $70 billion.
Strong Dollar and the Risk Asset Dilemma
The dollar is strengthening amid geopolitical risks. We analyze the impact of a strong dollar on Bitcoin, stocks, and other risk assets, and propose asset allocation strategies for 2026.
Seoul Real Estate: The Era of 100 Million Won per Pyeong
A newly built apartment in Mapo district has surpassed 100 million won per pyeong. We analyze why prime area real estate continues to rise despite regulations and its implications.
Korean Semiconductor Stocks Outlook for 2026
SK Hynix's HBM dominance, KOSPI 5000 expectations, and the AI semiconductor supercycle. We analyze the investment outlook for Korean semiconductor stocks in 2026.
The End of Bitcoin's 4-Year Cycle Theory?
The Bitcoin 4-year bull cycle based on halving events may no longer be valid. We analyze the market structure changes brought by institutional investment inflows and ETF approvals.
RWA (Real World Asset Tokenization) - The Key Investment Theme for 2026
The blockchain tokenization of real-world assets like government bonds, real estate, and private equity is emerging as a core investment trend for 2026. We analyze the current state of RWA and investment opportunities.
Bitcoin ETF Approval and the 4th Halving: Will the Rise Continue?
In this article, I share my personal views on the recent Bitcoin ETF approval in the United States and the upcoming 4th Bitcoin halving in 2024. Additionally, I delve into my own investment experiences with Bitcoin and Ethereum, as well as my passion for Web3 and DApp development. The piece explores the attitude of the Korean cryptocurrency market, the significance of Bitcoin ETF approval, and the future prospects of the cryptocurrency market. It also expresses anticipation for the growth potential of digital assets.