2025
- 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
- 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
- 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
- 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
- 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