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Author: HKOH
Raison d’État & Balance of Power
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MAGA MIGA MEGA
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무엇이 무엇이 똑같을까
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0고백 1차임
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Raison d’État
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종전선언
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장군이야~
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Ochestrated
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It’s all politics
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혼돈의 카오스
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BRICS Currency
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Return of the King
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Desperation of US
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Current Structure of Society
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내 멘탈 어디가~
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내 이랄줄 알았다
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또 하나의 관전포인트
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Again 2016 with Trump 2.0
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78수
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OTL
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찌찌뽕
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Kazan Speech
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Political Axis of Middle East
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好久不见
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건강한 시장
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Market Wrap up
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이것저것
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2024.2Q Investor Letter
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정치적 공백기
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원영적 사고 2 & 매우 위험한 도박
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원영적 사고
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중요한 뉴스
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현재를 관통하는 질문
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문법
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완연한 봄과 꽃샘추위
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음모이론
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본질과 표면
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왜곡되는 구조
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Market Wrap up
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한반도 3
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오늘의유머 – 신포도
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Dumb and Dumber
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China Scenario
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Political Ambiguity
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대리전
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시장의 기회가 생기는 이유
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인과관계
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PDVSA VENZ
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중요뉴스들
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Wrong Strategy Again
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Don’t look at me
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중동
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거대담론의 시작과 기타사항들
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End of Inflation Swing
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Fragile Oil Alliance
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중국 – 균열의 시작 2. Politic
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경험의 한계
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it’s all politics
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China wrap up and Post-China
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LGFV
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救命
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완연한 봄
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기합으로
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계산된 시간의 종료점
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중국 – 균열의 시작 1. Bank
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중국 – 균열의 조각 2
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중국 – 균열의 조각 1
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할아버지들의 세계
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Dumb and Dumber
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Blinken – Xi Meeting
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Great Parity
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세미나자료
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CNY Again
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생산성
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Great Rotation
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Quite boring
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한반도 2
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Wrong Strategy
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CNY Project
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Black Sea Grain Initiative 2
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China Export on March
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Inflation Swing
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CNY
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Not In My Back Yard
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Turning Point
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Great United States of America
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2023.1Q Report
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Back to Macro
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집사세요3 & 미신
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오랜만입니다
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看起来
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압박
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원인과 결과
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Deja Vu
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Set up 2
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퇴로
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전략의 중요성
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Check & News Wrap up
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Thank You, Xi Jingping
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Black Sea Grain Initiative
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2022.4Q
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News Flow
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Samarkand Talk II
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멍군
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Brace for Impact
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Samarkand Talk
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대화의 목적
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전쟁과 전투
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명확한 실물시장과 불안정한 금융시장
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Number 7
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주식과 채권
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흘러가는 그림
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성장하지 않은 레파토리
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COVID
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치유되는 질병
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Role Play
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Set up
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한반도
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Hunt is On
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추가적으로
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위험한 도박
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Flight Trader
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역사적인 순간 2022.08.02
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Best Effort
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끝나가는 전쟁과 시작되는 전쟁
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난장판
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흘러가는데로
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두번째 실수
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이해가 가지만 이해가 가지 않는
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두번째 멋진 표현
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Frame 2
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싸워라 싸워라
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Market wrap up
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부서진 에너지 축의 의미
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Again
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정신승리
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China Bond
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적극적 사업의 시기
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잔인해지는 그림 again
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Comments
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인플레이션 변곡점
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Winner Takes All
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Same repertory 2
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Same repertory
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불쏘시게
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언론의 자세와 우리의 자세
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EU Breakdown
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부동산
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百花齊放, 百家爭鳴
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이런 시장에서는
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China Update
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균열의 시작
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분열의 세계
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Flow Update
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Time is up
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고통스러운 싸이클과 차익거래
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놓쳐버린 시간과 변해가는 역사
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Set up
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잔인해지는 그림
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News Flow
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퇴로
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러시아 – 루블화
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News Flow
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축의 변화
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Key News Update
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Frame
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중국 전략의 변화
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기술적 중립의 끝
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Flow
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원래 그림은
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불편한 진실
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현실
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러시아의 오판
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현실
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Scenario
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Chain Reaction
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Russia Ukraine update
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Russia – Ukraine Update
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China Crisis Update – 시작점
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Eastern Ukraine
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동계올림픽
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정말 축복받은 국가
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Lunar New Year
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Ukraine separatist
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CNY Update
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Russia Update
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Political Show
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건전한 두려움
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Politician
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Comedy Show
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CNY
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Nuclear Plant
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Happy New Year
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Russia – Ukraine
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News Flow
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News Flow
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Déjà Vu
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Worst Scenario for China
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겨울이 춥다는 것
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