2025

• 25.08.13 --- Short note
• 25.07.23 --- All hail to the new King 3
• 25.07.13 --- Seigniorage Tax
• 25.07.02 --- 시장 가격에 대한 추론
• 25.06.27 --- 만에하나 2
• 25.06.24 --- 이상한 나라의 엘리스
• 25.06.23 --- 희롱
• 25.06.17 --- 이것이 기축통화국가다
• 25.06.14 --- 연결된 스토리
• 25.06.12 --- On Track
• 25.06.08 --- BBB
• 25.06.04 --- 차는 것과 차이는 것
• 25.06.04 --- Dux Sine Via
• 25.06.02 --- 사고의 전환
• 25.05.27 --- Not timely & Prime Opportunity
• 25.05.23 --- 분명히 예상했을 것이다.
• 25.05.19 --- Impeachment Flow
• 25.05.17 --- Consequences
• 25.05.12 --- US – China Talk
• 25.05.11 --- 그의 시간은 유한하다
• 25.04.22 --- If he says no
• 25.04.22 --- 그래서 모래는 거냐?
• 25.04.21 --- 어긋난 시간과 뒤틀린 공간 2
• 25.04.19 --- 어긋난 시간과 뒤틀린 공간 1
• 25.04.18 --- 강제봉합
• 25.04.15 --- 두근두근
• 25.04.11 --- 내가 이기분을
• 25.04.09 --- 무엇이 무엇이 똑같을까 2
• 25.04.08 --- Muscat Oman 2025.04.12
• 25.04.07 --- Veni, vidi, vici
• 25.04.07 --- 그동안 고생했네
• 25.04.06 --- All hail to the new King 2
• 25.04.01 --- Keystone of New OPEC
• 25.04.01 --- Obviously
• 25.03.31 --- 실수와 허수 2
• 25.03.25 --- SagarMala Project
• 25.03.23 --- End of EU
• 25.03.16 --- 행동과 결과
• 25.03.10 --- 꽃놀이패
• 25.03.09 --- 진심펀치
• 25.03.06 --- 도박
• 25.03.05 --- 실수와 허수, 그리고 소수
• 25.03.05 --- 진실과 질서
• 25.02.27 --- China Plot #1. Rate
• 25.02.26 --- 외교만렙과 협상만렙
• 25.02.25 --- 아버님 댁에 핵 하나 놔 드려야 겠어요
• 25.02.24 --- 우리의 사랑을 의심하지 않을께, 맞지?
• 25.02.23 --- 大善非情 小善大惡
• 25.02.21 --- Then old men make the peace
• 25.02.20 --- 분석의 시작점
• 25.02.19 --- “When you can’t attack the message, attack the messenger!”
• 25.02.18 --- 天地不仁
• 25.02.18 --- Digital Garbage
• 25.02.17 --- 꿇어라 이것이 너와 나의 눈높이다
• 25.02.16 --- Raison d’État & Balance of Power
• 25.02.15 --- MAGA MIGA MEGA
• 25.02.12 --- 무엇이 무엇이 똑같을까
• 25.02.10 --- 0고백 1차임
• 25.02.09 --- Raison d’État
• 25.02.06 --- 종전선언
• 25.02.05 --- 장군이야~
• 25.02.03 --- Ochestrated
• 25.01.31 --- It’s all politics
• 25.01.25 --- 혼돈의 카오스
• 25.01.22 --- BRICS Currency
• 25.01.13 --- Return of the King
• 25.01.01 --- Desperation of US

2024

• 24.12.31 --- Current Structure of Society
• 24.12.10 --- 내 멘탈 어디가~
• 24.12.01 --- 내 이랄줄 알았다
• 24.11.14 --- 또 하나의 관전포인트
• 24.11.14 --- Again 2016 with Trump 2.0
• 24.11.12 --- 78수
• 24.11.06 --- OTL
• 24.10.25 --- 찌찌뽕
• 24.10.23 --- Kazan Speech
• 24.09.29 --- Political Axis of Middle East
• 24.09.27 --- 好久不见
• 24.08.06 --- 건강한 시장
• 24.07.29 --- Market Wrap up
• 24.07.09 --- 이것저것
• 24.06.30 --- 2024.2Q Investor Letter
• 24.06.20 --- 정치적 공백기
• 24.05.29 --- 원영적 사고 2 & 매우 위험한 도박
• 24.05.16 --- 원영적 사고
• 24.05.13 --- 중요한 뉴스
• 24.04.23 --- 현재를 관통하는 질문
• 24.03.31 --- 문법
• 24.03.18 --- 완연한 봄과 꽃샘추위
• 24.03.03 --- 음모이론
• 24.02.21 --- 본질과 표면
• 24.02.19 --- 왜곡되는 구조
• 24.01.29 --- Market Wrap up
• 24.01.10 --- 한반도 3

2023

• 23.12.19 --- 오늘의유머 – 신포도
• 23.12.05 --- Dumb and Dumber
• 23.12.04 --- China Scenario
• 23.11.16 --- Political Ambiguity
• 23.11.05 --- 대리전
• 23.10.26 --- 시장의 기회가 생기는 이유
• 23.10.21 --- 인과관계
• 23.10.19 --- PDVSA VENZ
• 23.10.18 --- 중요뉴스들
• 23.10.17 --- Wrong Strategy Again
• 23.10.17 --- Don’t look at me
• 23.10.11 --- 중동
• 23.09.20 --- 거대담론의 시작과 기타사항들
• 23.09.13 --- End of Inflation Swing
• 23.09.05 --- Fragile Oil Alliance
• 23.09.05 --- 중국 – 균열의 시작 2. Politic
• 23.09.02 --- 경험의 한계
• 23.08.21 --- it’s all politics
• 23.08.16 --- China wrap up and Post-China
• 23.08.11 --- LGFV
• 23.08.10 --- 救命
• 23.07.31 --- 완연한 봄
• 23.07.25 --- 기합으로
• 23.07.12 --- 계산된 시간의 종료점
• 23.07.10 --- 중국 – 균열의 시작 1. Bank
• 23.07.04 --- 중국 – 균열의 조각 2
• 23.07.03 --- 중국 – 균열의 조각 1
• 23.06.21 --- 할아버지들의 세계
• 23.06.20 --- Dumb and Dumber
• 23.06.19 --- Blinken – Xi Meeting
• 23.06.13 --- Great Parity
• 23.05.31 --- 세미나자료
• 23.05.31 --- CNY Again
• 23.05.31 --- 생산성
• 23.05.24 --- Great Rotation
• 23.05.14 --- Quite boring
• 23.04.19 --- 한반도 2
• 23.04.18 --- Wrong Strategy
• 23.04.17 --- CNY Project
• 23.04.17 --- Black Sea Grain Initiative 2
• 23.04.13 --- China Export on March
• 23.04.12 --- Inflation Swing
• 23.04.11 --- CNY
• 23.04.06 --- Not In My Back Yard
• 23.04.06 --- Turning Point
• 23.04.04 --- Great United States of America
• 23.04.04 --- 2023.1Q Report
• 23.03.02 --- Back to Macro
• 23.01.15 --- 집사세요3 & 미신

2022

• 22.12.30 --- 오랜만입니다
• 22.12.07 --- 看起来
• 22.11.21 --- 압박
• 22.11.16 --- 원인과 결과
• 22.11.15 --- Deja Vu
• 22.11.11 --- Set up 2
• 22.11.08 --- 퇴로
• 22.11.06 --- 전략의 중요성
• 22.11.01 --- Check & News Wrap up
• 22.10.23 --- Thank You, Xi Jingping
• 22.10.11 --- Black Sea Grain Initiative
• 22.10.04 --- 2022.4Q
• 22.09.30 --- News Flow
• 22.09.26 --- Samarkand Talk II
• 22.09.22 --- 멍군
• 22.09.21 --- Brace for Impact
• 22.09.16 --- Samarkand Talk
• 22.09.15 --- 대화의 목적
• 22.09.13 --- 전쟁과 전투
• 22.09.05 --- 명확한 실물시장과 불안정한 금융시장
• 22.08.30 --- Number 7
• 22.08.29 --- 주식과 채권
• 22.08.25 --- 흘러가는 그림
• 22.08.22 --- 성장하지 않은 레파토리
• 22.08.21 --- COVID
• 22.08.11 --- 치유되는 질병
• 22.08.11 --- Role Play
• 22.08.10 --- Set up
• 22.08.09 --- 한반도
• 22.08.04 --- Hunt is On
• 22.08.03 --- 추가적으로
• 22.08.03 --- 위험한 도박
• 22.08.02 --- Flight Trader
• 22.08.01 --- 역사적인 순간 2022.08.02
• 22.08.01 --- Best Effort
• 22.07.27 --- 끝나가는 전쟁과 시작되는 전쟁
• 22.07.25 --- 난장판
• 22.07.21 --- 흘러가는데로
• 22.07.20 --- 두번째 실수
• 22.07.17 --- 이해가 가지만 이해가 가지 않는
• 22.07.14 --- 두번째 멋진 표현
• 22.07.13 --- Frame 2
• 22.07.11 --- 싸워라 싸워라
• 22.07.10 --- Market wrap up
• 22.06.30 --- 부서진 에너지 축의 의미
• 22.06.29 --- Again
• 22.06.27 --- 정신승리
• 22.06.22 --- China Bond
• 22.06.20 --- 적극적 사업의 시기
• 22.06.14 --- 잔인해지는 그림 again
• 22.06.12 --- Comments
• 22.06.01 --- 인플레이션 변곡점
• 22.05.25 --- Winner Takes All
• 22.05.24 --- Same repertory 2
• 22.05.22 --- Same repertory
• 22.05.22 --- 불쏘시게
• 22.05.18 --- 언론의 자세와 우리의 자세
• 22.05.17 --- EU Breakdown
• 22.05.16 --- 부동산
• 22.05.16 --- 百花齊放, 百家爭鳴
• 22.05.12 --- 이런 시장에서는
• 22.05.09 --- China Update
• 22.05.03 --- 균열의 시작
• 22.05.01 --- 분열의 세계
• 22.04.21 --- Flow Update
• 22.04.18 --- Time is up
• 22.04.11 --- 고통스러운 싸이클과 차익거래
• 22.04.08 --- 놓쳐버린 시간과 변해가는 역사
• 22.04.04 --- Set up
• 22.04.01 --- 잔인해지는 그림
• 22.03.29 --- News Flow
• 22.03.25 --- 퇴로
• 22.03.24 --- 러시아 – 루블화
• 22.03.21 --- News Flow
• 22.03.16 --- 축의 변화
• 22.03.16 --- Key News Update
• 22.03.15 --- Frame
• 22.03.13 --- 중국 전략의 변화
• 22.03.10 --- 기술적 중립의 끝
• 22.03.08 --- Flow
• 22.03.07 --- 원래 그림은
• 22.03.03 --- 불편한 진실
• 22.03.01 --- 현실
• 22.02.26 --- 러시아의 오판
• 22.02.25 --- 현실
• 22.02.24 --- Scenario
• 22.02.22 --- Chain Reaction
• 22.02.18 --- Russia Ukraine update
• 22.02.16 --- Russia – Ukraine Update
• 22.02.14 --- China Crisis Update – 시작점
• 22.02.13 --- Eastern Ukraine
• 22.02.08 --- 동계올림픽
• 22.02.07 --- 정말 축복받은 국가
• 22.02.06 --- Lunar New Year
• 22.01.27 --- Ukraine separatist
• 22.01.27 --- CNY Update
• 22.01.26 --- Russia Update
• 22.01.24 --- Political Show
• 22.01.23 --- 건전한 두려움
• 22.01.20 --- Politician
• 22.01.19 --- Comedy Show
• 22.01.13 --- CNY
• 22.01.07 --- Nuclear Plant
• 22.01.03 --- Happy New Year

2021

• 21.12.20 --- Russia – Ukraine
• 21.12.15 --- News Flow
• 21.12.07 --- News Flow
• 21.12.07 --- Déjà Vu
• 21.11.26 --- Worst Scenario for China
• 21.11.23 --- 겨울이 춥다는 것
• 21.11.21 --- Mother Russia follow up
• 21.11.09 --- 흐름에 대한 확인
• 21.11.04 --- 나로서는 이해할 수 없는 뉴스
• 21.11.04 --- Vicious Cycle
• 21.10.24 --- 금리와 부동산
• 21.10.22 --- Mother Russia
• 21.10.20 --- Supply Shortage
• 21.10.15 --- Chinese Recession
• 21.10.13 --- Getting More Serious
• 21.10.11 --- Energy and finance
• 21.10.10 --- 첫번째 시나리오
• 21.10.07 --- End of OPEC+
• 21.10.05 --- 불청객
• 21.10.04 --- 헝다’만’ 문제인가
• 21.10.01 --- China Story
• 21.09.30 --- 인도의 방향성
• 21.09.29 --- 급소
• 21.09.28 --- 아무도 기대하지 않은 인플레이션
• 21.09.27 --- 희롱
• 21.09.27 --- 중국 전력난
• 21.09.26 --- 기합으로