BrotherLiangIsMakingAFortune

Samsung is raking in insane profits, but history has never indulged the king of the cycle!
Samsung is expected to earn $217 billion this year, which is more than the total of the past 40 years. What does that mean? It’s like topping New Zealand’s GDP, buying Ford + General Motors + Hyundai, and still having 80 billion left over. Spread across every Korean person, that’s a net gain of $4,204 per head.
The AI dividend is real—Korea is definitely cashing in hard. But anyone familiar with the script knows what comes after the boom in profit against the cycle: capacity expansion, capital expenditur

People say the market is bearish, but I think retail investors have evolved. Data shows that this year, net inflows from US stock retail investors have been dismal, hitting a new low since 2020. Today’s retail investors dare to heavily position in thematic stocks, but they turn on a dime—one hint of wind and grass, and they bolt. It’s not that the market trend is bad; it’s that everyone no longer wants to be “long-term shareholders.”

SK Hynix’s latest plunge is likely to wipe out many people’s capital again.
Korean retail investors have long been nicknamed “a nation of gamblers.” This time, household leverage has been pushed to near its limit—large amounts of money have poured into the stock market via borrowing, with the scale of new loans last month reaching 83 trillion won.
Putting all your life savings on a semiconductor blue chip with a market value of only a few hundred trillion won seems, in theory, to make sense; but the volatility of this “blue chip” stock is almost on par with that of meme altcoins.
South Korea i

BTC and ETH spot ETFs end eight straight weeks of capital outflows, with this week seeing net inflows of $281.8 million. Clear signs that US institutions are bargain-buying, and market confidence has started to recover. However, the year-to-date total still shows net outflows exceeding $5 billion. Whether this move can truly reverse depends on whether follow-up inflows can sustain. In short: the data looks better, but don’t rush to go all-in.

Gold weekly preview: V-shaped rebound, keep an eye on 4133
Macro: The Fed is leaning hawkish; US Treasuries and the dollar are strengthening. ETF outflows are continuing, and gold’s overall downside pressure hasn’t changed.
Technical: A double bottom at 4021 triggered a rebound; the current level is 4119. The key resistance above is 4133—if it breaks, look toward 4202. Support below is 4063-4021. MACD has a bullish crossover, but the rebound is approaching the pressure zone.
Trading: Take a light short position at 4120-4140, targeting 4100 and 4050, with a stop loss above 4155. If the price re

Next week, global financial markets will face a threefold challenge at the same time: concentrated release of economic data, the earnings season gradually heating up, and recurring escalation of geopolitical risks. Among these, the most critical time window falls on July 14 (next Tuesday)—Wosh, the newly appointed Fed chair, will make his first appearance at a congressional hearing, and on the same day U.S. June inflation data will also be released. The market’s prior expectations for the rate-hike path are likely to be completely reshaped within that day.
Turning to the present, although the