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AI Investment Depletion Nvidia ‘Debt Securitization’, Korean Media Manipulates ‘Building $500Billion
announced a 'strategic understanding agreement' with a $500 billion 'brokerage MOU' with private equity NVIDIA's press release on the 10th stated that , making .......
blog.naver.com · 2026.08.11
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일시투자 vs 분할매수
across various markets over rolling one-year periods between 1976 and 2022, Vanguard Research found that equity, 60/40 and 40/6.......
blog.naver.com · 2026.08.07
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Is Al momentum starting to cool? BofA weighs in
growing risks around monetization and commodification that could pressure corporate earnings and equity However, the bank feels that the environment is now under threat. BofA pointed.......
blog.naver.com · 2026.06.26
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샘 알트만, 벤처 거물들에게 배운 독자적 투자 철학, 오픈AI와 상관없이 33억 달러를 모은
간단 브리핑 이 글은 Fortune의 "Sam Altman reveals the investing advice billionaire Peter Thiel gave him that helped him amass a $3.3 billion net worth without OpenAI equity"을 번역해 옮긴 것으로, 간단히 요약하면, 샘 알트만의 자산 축적과
blog.naver.com · 2026.08.05
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[Shareholder Activism in Korea: Case1] KCGI vs. Hanjin KAL(2018-2022)
Corporate Governance Improvement, now of Korea Climate & Governance Improvement) is a private equity fund management company that has gained recognition in Korea as a rare, homegrown activist private equity
blog.naver.com · 2026.06.30
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전쟁·선거·주식시장의 공통점 Cyber & Electronic Warfare
It seems that major Anglo-American private equity funds have not yet acquired their target stakes in
blog.naver.com · 2026.07.14
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Goldman recommends five strategies that help investors stay invested
equities and the technology sector since the 2022 drawdown in balanced portfolios, driven by strong equity However, he warned that.......
blog.naver.com · 2026.07.13
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History suggests bull markets end with higher rates, not today's backdrop: Citi
Citigroup strategists are standing by their overweight on equities, arguing that the historical pattern Looking back at every major equity market top in recent decades, the bank highlights that the S&P
blog.naver.com · 2026.06.26
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SK Hynix & Memory Industry Analysis
While the market is currently absorbing a 2.5% equity dilution from the recent ADR issuance, the underlying We are living in the midst of a massive AI Revolution that drives an insatiable, urgent demand across
blog.naver.com · 2026.07.10
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BlackRock ‘Chain Risk,’ Lee Jae-myung ‘AI Chain Binding,’ Han Sung-sook ‘Investment,’ Factry Slows
Chain Binding,’ Han Sung-sook ‘Upheaval Investment,’ Factory Activity Slows BlackRock, a private equity firm that signed an AI fund contract with the Lee Jae-myung administration, has downgraded South Korea
blog.naver.com · 2026.07.01
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