LoRosha's Investment Desk
LoRoshaAsia's close sets the signal. Wall Street follows. I track global supply chains and cross-asset flows.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
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| Issues | 485 | Founded | 10 months ago | Last Issue | 44 hours ago |
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LoRosha Salon Archives: The Illustrated Market Thesis — August 2026 Collection
Contributors
Contributing Writers
Authors from the LoRosha Reader Salon.
Illustrations by Leslie Paul Oosten
Leslie Paul Oosten was commissioned to create original financial dashboard illustrations for this archive, translating ea...
HPE’s Memory and CPU Shortage vs. 162,000 August Nonfarm Payrolls: A 3.75pp Split Between SOX and S&P 500
Insights age like wine; news ages like milk.
The evidence below is a timestamp of a recurring cycle.
Observe the mechanism before it repeats.
1. Eternal Logic
A data release that raises policy rate expectations and a buyer’s ear...
KOSPI Climbs 1.64%: Treasury Yields and Delisting Relief
🎧Listen at 07:30 EDT
The Market Scorecard (Sep 4, 2026)
KOSPI +1.64%
KRW 1351.0 (-6.5) | CNY 6.7084 (-0.0092) | DXY 99 (-0.6%)
WTI $91.5 (+0.22%) | Brent $95.52 (-0.11%)
KR3Y 3.884% (-0.6bp) | KR10Y 4.361% (-0.7bp) | US10Y 4...
Waller’s Rate Hold Signal and the Treasury Curve’s Uneven Decline: A Discount Rate Rally Split Between the Broad Market and Oracle’s Debt Load
Insights age like wine; news ages like milk.
The evidence below is a timestamp of a recurring cycle.
Observe the mechanism before it repeats.
1. Eternal Logic
A discount rate is the rate used to convert a future cash flow into i...
KOSPI Rises 0.3%: Heavy Buying and Selling in Samsung and SK hynix
🎧Listen at 07:30 EDT
The Market Scorecard (Sep 3, 2026)
KOSPI +0.26%
KRW 1357.2 (-2.0) | CNY 6.7167 (+0.0003) | DXY 99.5 (-0.1%)
WTI $90.14 (-0.96%) | Brent $95.63 (+0.98%)
KR3Y 3.89% (-4.0bp) | KR10Y 4.37% (-5.0bp) |...
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Authors
The writers behind this newsletter.
My only official account: @lorosha // Every day, I study and document how signals move between the Korean and U.S. markets. Korea analysis after 8 a.m. ET; U.S. analysis after 8 p.m. ET. Thank you for studying the markets with me.
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