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 |
|---|---|---|---|---|---|
| Issues | 529 | Founded | a year ago | Last Issue | 8 days ago |
| Active | |||||
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lorosha.substack.comLatest Issues
OpenAI’s $70B Payment Signal vs $50B AI Debt Pressure
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. Underlying Logic
When an AI service operator's revenue grows and the money it colle...
OpenAI's $20B Revenue Miss, 30Y Treasury Touches 24-Year Intraday High
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. Underlying Logic
When one giant customer places most of the orders at each s...
KOSPI Falls 2.62%: Samsung Electronics Q3 Operating Profit Crosses 100 Trillion KRW vs Solidigm Listing News
🎧Listen at 07:30 EDT
The Market Scorecard (Oct 8, 2026)
KOSPI -2.62%
KRW 1,339.8 (+0.8) | CNY 6.7071 (+0.0005) | DXY 102.3 (+0.4%)
WTI $91.31 (+3.43%) | Brent $100.20 (-0.38%)
KR3Y 3.980% (+1.9bp) | KR10Y 4.394% (+1.7bp) | U...
French OAT 48-Hour Reversal vs US 10Y Auction Clearing Above 5%
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. Underlying Logic
When a eurozone country’s government debt and interest paym...
KOSPI Falls 1.98%: Foreign Selling Concentrates in SK hynix Ahead of Samsung Earnings
🎧Listen at 07:30 EDT
The Market Scorecard (Oct 7, 2026)
KOSPI -1.98%
KRW 1,339.2 (+1.1) | CNY 6.7066 (+0.0049) | DXY 101.8 (-0.2%)
WTI $90.10 (+0.74%) | Brent $100.58 (+0.26%)
KR3Y 3.961% (+3.0bp) | KR10Y 4.377% (+1.5bp) | U...
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| Subscribers | Engagement | 88 | Monthly Web Visits | ||
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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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