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연준 동결 이후의 엇갈림: 채권·주식 시장의 새로운 균열과 알파 기회응용
…pportunity today is in places like technology. We think the capex spend by companies like Google. Google having a tough day today after earnings obviously, but we think the money …
[풀영상] 경제콘서트 – 2026년 10월 29일(목) / KBS기초
…ng 200 km per hour struck. One driver speeds up to barely escape the danger. Operations were halted, and about 8,000 households suffered power outages. The strong sandstorm caused…
삼성전자 3분기 영업이익 100조 돌파, 주가는 하락응용
…urned into a sea of flames in an instant. Employees whose escape route was blocked had to flee through the window. A 71- year-old man, surnamed Lee, who set fire to two patent law …
천안·성남·서울·대구 연쇄 흉기 범죄, 스토킹 피해 신고 체계의 한계 드러나응용
…an to the police four times, but she ultimately could not escape the crime. This is a report by Go Min-ju. A woman who was killed by a stabbing from a man she was romantically invo…
이번 시장 사이클은 2028년 대선을 버티지 못할 것이다 | Market Hang응용
…g that only two things matter in this market right now : AI capex and global security. Everything else is noise, and it's hard to get me to talk about anything else. So what do yo…
강남 구룡마을 화재 대응 2단계 발령, 국회 국정조사 추진 및 김건희 구속 심문 등 주요 뉴스기초
…ued for the necessity of detention, citing concerns about escape, while Mr. Kim refused, citing his health condition. This is reporter Moon Da-young. The Supreme Court is currently…
워시 연준 의장 "금리 결정 횟수 줄일 것"…알파벳 실적 발표 후 급락, 이유는?응용
…들으신 것처럼 이번 FOMC 회의 결과는 예상 범위 안에 있었지만, 케빈 워시 연준 의장의 기자회견은 예상과 달랐습니다. 특히 금리 결정 횟수를 줄이겠다는 계획을 내놨는데요. 정광윤 기자와 자세히 알아보겠습니다. 먼저 FOMC 회의 변화가 어떻게 되는 건지, 금리 결정 횟수를 언제 얼마나 줄여 나가겠다는 건가요? 네, …
Why Warren Buffett’s Wife Accepted Another Woman Into Their Marriage…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 소개하고, 그녀에게 자신을 돌…
Peter Schiff | Oil Above $117? What It Could Mean for the Global Economy…ates? Will the investments they're making in the AI related capex uh the data centers all the compute uh will that provide enough revenue to repay the debts with the interest uh an…
Peter Schiff: Bond Market Collapse, Debt Trap & Dollar Crisis - Massive Economic Crash Incoming…they're you know, they're not expensing all this. It's It's CAPEX. And so even though they're spending all this money, they're still reporting earnings because they're not offsetti…
Howard Marks - Quy luật chu kỳ kinh tế, đòn bẩy tài chính và cách dòng tiền vận hành…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 …
Howard Marks - Offense or Defense Positioning Portfolios - Brookfield…ience 57 years in the business in the asset management landscape changed dramatically over the last 57 years and and it feels to us that that change even accelerating further over …
"It's Coming, But MOST Don't Know It Yet..." - Peter Schiff…ates? Will the investments they're making in the AI related capex uh the data centers all the compute uh will that provide enough revenue to repay the debts with the interest uh an…
The Tax Trick Michael Burry Uses Every October…rights to buy the shares later at a fixed price, does not escape it. The IRS takes the view that a purchase by your husband or wife counts as well. So does the automatic reinvestme…
Peter Schiff: Could the Debt Crisis Trigger Gold’s Next Big Move?…ch right now in building out the AI infrastructure, all the capex related to uh the compute and the data centers. It's hard to know if that is a bubble, if those particular investm…
Howard Marks: A Financial Event That Will Never Happen Again is Here…k when it comes to generating returns in this changing landscape. Let's understand what bonds are. Bonds are simple fixed income instruments that represent a loan made by an invest…
The Real Warren Buffett Playbook! | Kushal Lodha #76…. You readjust, so you added it. And then you subtract the capex. thats Your free cash. So, in the hands of the shareholders I will get the money, which we call free cash flow. Le…
How Charlie Munger Thinks: The 6 Rules | podcast… muddy waters. Uh highly resistant to formulas. It's a landscape of human psychology colliding with global economics. Honestly, it's absolute chaos. It is the literal definition o…
Peter Schiff: Surging Yields—Is the Debt Crisis Starting?…e whether the investments that are being made in AI related capex are going to pay off uh or or not. I I don't know how commoditized uh the AI is going to become as far as buying t…
UR ENDGAME JUST CROSSED BORDERS… EVEN BLACKROCK CEO Larry Fink IS PAYING ATTENTION 👀…and treats the relationship as a stable feature of the landscape. Then the supplier declines to renew. No dramatic speech, no public feud, just a decision. Suddenly the company has…
TOM LEE: 6 reasons we maintain conviction on the AI trade and why this selloff is ending.…안녕하세요, 그래니 샷(Granny Shots)입니다. 이번 주는 10월 19일 주간 리뷰입니다. 먼저 몇 가지 수치부터 말씀드리겠습니다. 10월 16일 기준으로 대형주 ETF인 그래니 샷(티커 GRNY)의 가격은 27.22달러, 총자산은 43억 6천만 달러입니다. 그래니 J, 즉 그래니 샷의 젊은 버전은 가격 26.72…
GLOBAL ECONOMY AT BREAKING POINT AS OIL BREAKS $117 - w/ Peter Schiff…ates? Will the investments they're making in the AI related capex, uh, the data centers, all the compute, uh, will that provide enough revenue to repay the debts with the interest …
The AI Bubble Is About to BURST… And Almost Nobody Sees It Coming-Bill Ackman…ign is the possibility that AI changes the competitive landscape faster than investors expect. A common assumption in investment markets is that the companies winning today will re…
The Most Important Thing by Howard Marks | Complete Book Summary in English…eir model, but investor B interprets the macroeconomic landscape differently. They adjust their discount rate higher to account for geopolitical supply chain risks, maybe? Yes, an…
"I'm 101% CERTAIN! If You Hold BTC, Prepare for next 2 Months | Tom Lee…t the share price to go up. Um but I think Ethereum can't escape the fact that we're in a period where price is lagging fundamentals. You know, Ethereum has gained additional asse…
3 MINS AGO! Marc Faber Shared Terrifying Predictions You Can't Ignore Anymore…on of the money supply severely distorts the financial landscape, making it impossible to accurately value real estate or stocks. This persistent monetary inflation massively bene…
Tom Lee & Lyn Alden :"Important Warning To All Small Bitcoin & Crypto Investors" | BTC Update 2026…er and Bitmain at a loss. Hmm, but I guess Ethereum can't escape the fact that we're in a period where the price is lagging behind fundamentals. You know, Ethereum got additional …
[MMU]Thư giãn cuối tuần:Trên đỉnh Phố Wall| Peter Lynch nhìn cơ hội đầu tư từ cuộc sống như thế nào?…ensation is so exhilarating and joyful, as if you've just escaped the clutches of death. So, to escape the lingering effects of our visit to Blarney Rock, we spent both quiet week…
Li Lu: The Practice of Value Investing (Full Peking University Lecture & Q&A — English Dub)…e. However, many things are formed by the competitive landscape of the industry itself and are not transferred by individual will. No matter how capable you are, if you are in a v…
Jeremy Grantham's 10 Signs of a Bubble. AI Has……his is the cyclically adjusted price-to-earnings ratio, the CAPE, a measure made famous by the Nobel economist Robert Shiller, going back to 1881. Its long-run average is about 18.…