Restoring American Industrial Might To Counter China zerohedge.com/markets/restor…

White House launches national security investigation into pharma, semiconductors trib.al/wSqpMRw

의대정원 늘린 거랑 비슷한 맥락인가? joongang.co.kr/article/253287…

TRUMP OFFICIALS TO SLASH MOST EMPLOYEES AT CONSUMER-FINANCE WATCHDOG

Nvidia CEO Jensen Huang met with Japanese Prime Minister Shigeru Ishiba on Monday to push for more electricity generation to meet AI’s needs. bloomberg.com/news/articles/…

Fascinating to watch Canada’s "breakup" attempt. No value judgment on Carney vs Trump, but smaller partners must differentiate; Canada is more than maple syrup. Whether Carney’s the right man, I don't know—but I wish them the best on this journey. wsj.com/world/americas…

BREAKING: President Trump posts his "most important and impactful" Truth statement of all time. In summary, President Trump will be signing an Executive Order tomorrow to reduce drug prices by 30% to 80%.

가치 평가의 닻이 없을 수록 가격은 더 높이 오를 수 있다. 다만, 하락할 때도 낙하산은 없다. 그걸 알고 타면 적어도 무모한 투자자는 아니다.

The 30-Year Mortgage Rate today seems really high until you take a bigger picture view.

🚨속보 트럼프 대통령, EU의 요청에 따라 대 EU 관세를 7월 9일까지 유예

You realize he can just day trade these markets by tariff tweeting. Tweet dump it on Friday, tweet rip it on Sunday..

공급이 수요를 웃도는데도 가격이 고공행진하는 배후에 쌀 농가 이익을 대변하는 농림족(族) 정치인과 농산물 유통을 장악한 전국농업협동조합연합회(JA전농)가 있다는 의혹까지 제기되고 있다. chosun.com/international/…

South Korea’s Exports Drop as Tariffs Take Toll on.wsj.com/4dCDPKA

Xi Jinping’s formative years made him cynical, hardened and imperious. The worldview he learned from his father will affect not only 1.4bn Chinese people, but the whole of humanity econ.st/4dIeMWP

Japan’s Prime Minister Shigeru Ishiba mulls Trump trade meeting before G7, says Yomiuri newspaper. cnbc.com/2025/06/01/jap…

열등감은 너무도 강력한 동기라서 모든 반대 근거를 압도한다. 경험에서 얻은 결론이다.

Important chart. S&P 490 has had basically no earnings growth since 2022, despite rampant inflation. It’s just 10 companies doing really well, while the broader economy is in contraction in real terms.

BREAKING: 🇺🇸 Fed Governor Waller says he favors 'multiple' interest rate cuts in the coming months.

*U.S. COMPANIES ANNOUNCE JUST 1,494 NEW JOBS IN AUGUST — LOWEST FOR THE MONTH SINCE 2009; LAYOFFS SURGE 39% TO 85,979