Sangcheol K
Sangcheol KThe world can be understood as a vast, interconnected, and complex system. So, I share insights about the real world for investors. https://www.k3-lab.co.kr/
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 48 | Subscribers | Read | sangcheolk.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
China’s Rare Earth Controls and the U.S. 100% Tariffs: Will Trump’s TACO Emerge?
The current escalation in the U.S.–China tariff conflict is not a random shock. Its roots go back to April, when Washington imposed port fees on Chinese vessels and export restrictions on AI-related technology items. The Trump administratio...
The United States Rejects Taiwan’s Silicon Shield—Consider Korea’s Spillover Benefits.
The United States proposed a “50-50 semiconductor production split” to Taiwan, which Taipei firmly rejected. On the surface, this looks like a technical dispute over production shares. In reality, it exposes the deep geopolitical undercurre...
Stocks, Bitcoin, and Ethereum are falling? Let’s see it as a buying opportunity.
The data released on September 25 from the United States shows more than just a recovery—it signals an expansion that borders on overheating. Third-quarter GDP growth came in at a staggering 3.8% annualized, one of the highest levels among ...
With the Fed’s 0.25% rate cut, what will the stock market look like in Q4?
As widely expected, the Federal Reserve cut its policy rate by 25bp at the September FOMC meeting, aligning with market expectations. Moreover, the new dot plot projected at least two additional rate cuts within this year, exactly matching ...
Authors
The writers behind this newsletter.
The world can be understood as a vast, interconnected, and complex system. So, I share insights about the real world for investors. https://www.k3-lab.co.kr/
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