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거시경제 ➡️ 중립
08/01 04:00
Situational Awareness got the future right but misread the past

Leopold Aschenbrenner thought AI-related stocks would go one way; they went the other. The mistake was funding the trades with debt

Financial Times
거시경제 📈 긍정
08/01 04:00
The war dividend

External threats should make western societies less polarised in future

Financial Times
거시경제 ➡️ 중립
08/01 04:00
Humbling times for markets

Investors finally show signs of growing weary of the painfully obvious nonsense

Financial Times
거시경제 ➡️ 중립 🔴 매우 중요
08/01 04:00
AI’s ‘cookie banner’ moment: EU labels come for the bots

New regulations require companies to label chatbots, deepfakes and AI-generated marketing material

Financial Times
주식/증권 ➡️ 중립
08/01 03:53
Jeff Bezos Stepped Down as Amazon CEO 5 Years Ago, and the Stock Has Lagged the S&P 500 Since. Could Amazon's 15.3% Gain on July 31 Mark a Turning Point?

Amazon's performance has taken a step back, but Thursday's report could herald a new era.

Yahoo Finance
주식/증권 📈 긍정
08/01 02:35
The 12% Yield Trap: How SPYI Returns Your Own Capital as ‘Income’

SPYI's 12% monthly yield looks like income until you examine what it's actually made of. Three compounding costs hide inside a single headline number, and the fund's own factsheet never adds them up.

Yahoo Finance
거시경제 ➡️ 중립
08/01 02:10
Trouble at lunchtime as Hong Kong private club spat escalates

Golf and Tennis Academy members unhappy that Carlyle & Co members can now use their exclusive Town Club

Financial Times
거시경제 📈 긍정 🔴 매우 중요
08/01 02:10
Why South Korea’s won is one of world’s best performers

Currency strengthened nearly 8% against dollar last month despite tech stock sell-off

Financial Times
주식/증권 📈 긍정
08/01 01:47
1 Software Stock to Own for Decades and 2 We Avoid

Software is rapidly reducing operating expenses for businesses. Companies bringing it to life have been rewarded with explosive earnings growth, and the upward trend shows no signs of stopping as the ...

Yahoo Finance
주식/증권 📈 긍정
08/01 01:15
Insurance ETFs Top Defensive Sector Chart In July As Investors Look To Pivot Slightly From Chips And AI

Insurance ETFs are garnering attention as a defensive play as investors look to hedge against tech and AI.

Yahoo Finance
주식/증권 📈 긍정 🔴 매우 중요
07/31 23:55
Review & Preview: Saved by Earnings

Strong tech earnings pushed the Nasdaq to a two-day gain of 3.8%. The S&P 500 finishes flat in July.

Yahoo Finance