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Daily / event-driven notes. Membership unlocks full PRO reports — not Library products.
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Aug 27, 2026
Market-cap growth has fallen from 169% to 41% to 16% in three years. Capex just outran the cash flow that funds it. This is what a pivot looks like from the inside.
Jul 29, 2026
Inside the KOSPI's record crash — how a leverage structure built for a semiconductor supercycle unwound into a rate hike and an oil shock at the same time.