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삼성전자·SK하이닉스 급락에 코스피 흔들…International·기관 동반 매도

AI 투자 붐에 대한 채권 시장의 반발: 과도한 발행과 해외 자금 조달

화이자 CEO 부르라, 3분기 실적·특허 만료·비만 치료제 시장 전망 밝혀

주식시장이 영원히 바뀌려는 이유

Shopify 주가 급락, 실적은 강했는데 시장은 왜 실망했나

장 중반 시황: 선거일 혼조세, 은행주는 변화 대비

주식 영상 글

9,782 calls

No.50158 · International연준 동결 이후의 엇갈림: 채권·주식 시장의 새로운 균열과 알파 기 viewsCNBC Television · 게시 10/31 00:08 · 영상 10/30 · Views 0
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…at's outsized relative to normal kinds of correlations. We basically been trading off of oil for good reason. It's the inflation. It's the downstream impact. oil reached new highs …

No.50116 · International[풀영상] 경제콘서트 – 2026년 10월 29일(목) / KBSKBS News · 게시 10/30 18:28 · 영상 10/29 · Views 0
기초

…l investigation committee's term, and the enactment of the Basic Act on Life Safety, pledging to uncover the truth and prevent recurrence. He said that the Republic of Korea after…

No.50078 · International주식시장은 호황인데 Z세대는 왜 가난하다고 느낄까JP Finance · 게시 10/30 16:16 · 영상 10/29 · Views 0
응용

… keep track. Yet many young people struggle just to handle basic living expenses. It's a hardship previous generations didn't go through. So why is this happening? On paper, the e…

No.50071 · InternationalAnthropic S-1이 보여주는 것: 초기 투자자 Matt Murphy 인터뷰Yahoo Finance · 게시 10/30 16:09 · 영상 10/29 · Views 0
응용

…e the money is actually being spent , it's still mostly on basic models, core LLMs, and of course, in the corporate segment, there's more focus on Anthropic than OpenAI . So one of…

No.50022 · International금값 급락 속 '공격적 매수' 타이밍은? 금 투자 전문가 대담 요약KBS News · 게시 10/30 08:09 · 영상 10/27 · Views 0
기초

… overseas mines , it goes through refining and smelting to basically create 'four-nines' fine gold. Once that happens, the price is naturally determined according to supply, demand…

No.50004 · International엔비디아 AI 생태계 재편: 마벨과 루멘텀 합병설 분석Meet Kevin · 게시 10/29 21:25 · 영상 10/29 · Views 1
고급

… lot. He seems very humble. Broadcom holds about 60% of the ASIC market, and Meta and Anthropic are both co-developing with Broadcom. Its real rival is Nvidia. If a GPU is a genera…

No.49995 · International2028년 변동금리 모기지 리셋, 주택시장 붕괴는 과장일까Meet Kevin · 게시 10/29 21:17 · 영상 10/29 · Views 1
응용

…hat, uh, Arizona is and the houses being built in Arizona. Basically, here's a guy named Andrew Hecker who, uh, offered me a rate that was 1.25 % lower than the 4% he was offered o…

No.49941 · InternationalSÁCH TRÊN ĐỈNH PHỐ WALL - PETER LYNCHMIRANDA HÀ THỊ MINH · 게시 10/28 01:27 · 영상 10/27 · Views 1

…e, we return to the importance of profit. Let's try a very basic logic problem about a hypothetical internet company . Let's assume this company has 100 million shares trading at $…

No.49942 · InternationalStanley Druckenmiller: Never Invest in the PresentLatticework by MOI Global · 게시 10/28 01:27 · 영상 10/27 · Views 0

…피츠버그의 한 은행이 1978년 스탠리 드러켄밀러를 리서치 디렉터로 임 people했습니다. 그의 멘토는 이유를 이렇게 설 people했습니다. 큰 강세장이 올 것이고, 자신과 동료들은 상처를 입었으니 방아쇠를 당길 수 있을 만큼 젊고 거침없는 Person이 필요하다고요. 이듬해 초 이란의 샤가 몰락하자, 드러켄밀러는 자금의 70%를 석유주에, 3…

No.49934 · InternationalWhat Li Lu Said About Investing in ChinaDaniel Tornvall · 게시 10/28 01:27 · 영상 10/27 · Views 2

…of new capital. So if you're mostly drawn to the top, that basically means you've also separated yourself from a bunch of great companies that are trading at very low prices. And t…

No.49933 · InternationalWarren Buffett, Charlie Munger & Bill Gates Full HDKuberin · 게시 10/28 01:27 · 영상 10/27 · Views 3

…e care of the have-nots. Interestingly is both parties and basically agree on that. They just Yes, they how you get there [clears throat] that that that gets complicated. income ta…

No.49927 · InternationalWhy Warren Buffett’s Wife Accepted Another Woman Into Their MarriagePast The Tales · 게시 10/28 01:27 · 영상 10/27 · Views 0

…1977년, 워런 버핏의 아내 수지는 오마하의 집을 떠나 1,500마일 떨어진 샌프란시스코로 이사했습니다. 이혼 소송을 낸 것은 아니었습니다. 그녀는 매일 밤 그에게 전화를 걸었습니다. 그런데 그 뒤 버핏은 누구도 이해하기 어려운 행동을 했습니다. 아스트리드 메크스라는 카바레 가수를 아내에게 About하고, 그녀에게 자신을 돌…

No.49922 · InternationalCharlie Munger Final Interview Full HDKuberin · 게시 10/28 01:27 · 영상 10/27 · Views 2

…ation, for God's sakes, don't take a small helping. He he basically said, "Liver up when you're when you're sure you're right." And of course, that's good advice, but be sure you'…

No.49921 · InternationalWhat is Peter Schiff Buying Right Now?WOLF Financial · 게시 10/28 01:27 · 영상 10/27 · Views 0

…AI 분야에서 슈퍼사이클이 진행되고 있습니다. 이것이 All 상황과 어떻게 맞물린다고 보시는지 궁금합니다. AI는 분 people 큰 긍정적 잠재력이 있습니다. 문제는 그것을 가능하게 하려면 얼마나 투자해야 하느냐는 것입니다. 데이터센터에 대한 수요가 엄청나고, 데이터센터는 6 months이면 지을 수 있지만 구리 광산은 허가를 받고 제대로 …

No.49918 · InternationalTHE STOCK MARKET’S NEXT MOVE COULD SHOCK EVERYONE — ARE YOU READY? - Ray DalioFortune Revealed · 게시 10/28 01:27 · 영상 10/27 · Views 1

…이 영상은 레이 달리오의 공개된 아이디어에서 영감을 받은 가상의 교육용 각색이며, 실제 그의 Calls이나 추천이 아닙니다. 주식시장의 Next 움직임은 모두를 놀라게 할 수 있습니다. 하지만 가장 큰 place험은 그 움직임 자체보다, 단 한 가지 결과만 대비해 둔 Person들이 얼마나 많은가에 있을지도 모릅니다. 주가는 계속 오르는데 인…

No.49917 · InternationalPeter Schiff | Oil Above $117? What It Could Mean for the Global EconomyPeter Schiff Insights · 게시 10/28 01:27 · 영상 10/27 · Views 0

…ussia uh accelerated the move out of the dollar because we basically uh created an example that other nations didn't want to follow. They didn't want to be the next uh Russia to ha…

No.49902 · InternationalPeter Schiff: Bond Market Collapse, Debt Trap & Dollar Crisis - Massive Economic Crash IncomingSmith Jake · 게시 10/28 01:27 · 영상 10/27 · Views 0

…ed in these stocks, but all the spending is there. They're basically buying from each other because all these big hyperscalers that are spending all this money, let's say on Nvidia…

No.49900 · InternationalHoward Marks - Quy luật chu kỳ kinh tế, đòn bẩy tài chính và cách dòng tiền vận hànhBBooks · 게시 10/28 01:27 · 영상 10/27 · Views 2

…Trong đời sống hằng ngày, chúng ta thường thấy một thói quen quen thuộc: mỗi khi bật TV, xem tin tài chính, hay ngồi cà phê cùng nhau, câu hỏi phổ biến nhất giữa các nhà đầu tư là …

No.49897 · InternationalHoward Marks - Offense or Defense Positioning Portfolios - BrookfieldGilberto Santos · 게시 10/28 01:27 · 영상 10/27 · Views 0

…uidity could be other objects objectives they may have and basically building a relationship where they feel like the asset management or GPS are almost like a extension of their b…

No.49866 · InternationalPeter Schiff: Could the Debt Crisis Trigger Gold’s Next Big Move?US Canada Power Shift · 게시 10/28 01:27 · 영상 10/27 · Views 0

…s the support because I think that was the resistance that basically uh was holding the market back since 1980 81, uh it acted as very substantial resistance in 2011. And even as …

No.49865 · InternationalTom Lee: BlackRock Could Help Trigger Bitcoin & Crypto’s Biggest Bull Market YetLights on invest · 게시 10/28 01:27 · 영상 10/27 · Views 1

…여러분, 축하합니다. 지금 우리는 크립토 강세장의 초입에 있습니다. Date를 찍으라면 8월이라고 하겠습니다. 다만 Person들은 이것이 아직 불안정하다고 여겨 강세장인지 의심할 수도 있습니다. 하지만 강세장 초기에는 원래 그런 일이 벌어집니다. 그래서 발표 순서대로 설 people드리겠습니다. 먼저, For now, 본격적인 크립토 강세장입니다.…

No.49861 · InternationalAmerica Is About to Vote for Socialism... Get Ahead of It NowPeter Schiff · 게시 10/28 01:27 · 영상 10/27 · Views 0

…se they're going to cut Medicare." Now the Republicans are basically saying, "Don't vote for Democrats. They're going to take away your Medicare. We're the ones who are here to pr…

No.49854 · Internationalholy sh*t JENSEN!!!Meet Kevin · 게시 10/28 01:27 · 영상 10/27 · Views 0

… AI is a really good encyclopedic artificial intelligence; basically, it was just a great encyclopedia that could give me what I needed when I needed it, but it was hallucinating a…

No.49852 · InternationalHoward Marks: A Financial Event That Will Never Happen Again is HereTech Nova Hub · 게시 10/28 01:27 · 영상 10/27 · Views 1

…in the broader economy. In simple words, this Fed rate is basically the interest rate at which banks lend money to each other overnight. Now, here's the cool part. The Fed can twe…

No.49849 · InternationalGold Just Fell Below $4,000. Jamie Dimon Warns More Pain Is ComingGrade Standard · 게시 10/28 01:27 · 영상 10/27 · Views 0

…amily is taking out record credit cards just to maintain a basic standard of living, while interest rates remain brutally high. They are stretched to the limit. Now imagine what w…

No.49846 · InternationalTom Lee: You Have Less Than 14 Days Before Biggest Bull Run EverMoney Talks · 게시 10/28 01:27 · 영상 10/27 · Views 0

…ou're underestimating how far it can go. The logic here is basic supply and demand. When coins are in the treasury, they are off the market. So when new buyers arrive, they have le…

No.49841 · InternationalThe Real Warren Buffett Playbook! | Kushal Lodha #76Konversation with Kushal · 게시 10/28 01:27 · 영상 10/27 · Views 0

…ut Buffett as a Buy End Hold for ever kind of a guy but he Basically said it was a mistake. People say buy and hold investors. Is. But the average holding period was around 2.5 yea…

No.49829 · International1 SpaceX share for every child, corporate earnings mostly Al and Ken Griffin says we're in Al bubbleProcessing Unit · 게시 10/28 01:27 · 영상 10/27 · Views 0

…lly found a video from It's from 6 years ago, so it's it's basically a longer documentary by The Economist on giving. And there's one very critical journalist, and probably 6 year…

No.49826 · InternationalCathie Wood’s Highest-Conviction Bets Right Nownew money records · 게시 10/28 01:27 · 영상 10/27 · Views 0

…uh, did something very interesting recently. It uh, is has basically hired people to clean their own houses, uh, but wear cameras and other sensors, so robots can learn from them. …

No.49814 · InternationalHow Charlie Munger Thinks: The 6 Rules | podcastSTRANGE PERSPECTIVE ENGLISH VERSION · 게시 10/28 01:27 · 영상 10/27 · Views 0

…are about to expire. If you don't understand at least the basics of these different fields, you are essentially flying blind. You are forced to undertake massive hidden risks. You…

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