Korea’s ‘Black Tuesday’ Spills Over to Memory Makers Worldwide
This year’s top-performing stock markets are today’s heaviest decliners. How close to an end of the chipmaker and AI bull market do we stand?
DRAM Short
I have taken a small trading short rental in $DRAM at $80.27.
Position: Short DRAM (S)
Real Winners and Losers Emerge in Asia After Fed Meeting
Japan, Korea and Taiwan are setting new records, while a potential trade to exploit the high degree of leverage creeps into the system.
World-Leading Stock Rally Gets Pension Fund Support
Here’s how the National Pension Service in Korea is changing its allocation to Wall Street assets and domestic stocks.