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Writing on GPUs, LLMs, MLOps, Kubernetes — and mindset · 3517 posts
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Risk Management — Not Losing Comes First
Volatility and maximum drawdown (MDD), position sizing, stop-loss and take-profit rules, scaling in, emotion and risk, the Kelly concept, and the dangers of leverage, explained for beginners. This article is for educatio
2026-06-18 · 21 min read #finance#risk-management#stop-loss#position-sizing#investing-basicsValuation Basics — Pricing a Company with PER, PBR, and PEG
A grounding in the basics of valuation. We cover the meaning and traps of core multiples such as PER, PBR, PSR, PEG, and EV/EBITDA, the difference between growth and value, DCF and relative valuation, sector differences,
2026-06-18 · 17 min read #finance#valuation#per#pbr#pegHow to Use the Macro Economic Calendar — The Events That Move Markets
A practical guide to reading and preparing for macro data releases like FOMC, CPI, payrolls, GDP, PMI, and retail sales. We cover consensus versus actual, handling volatility events, the difference between Korean and U.S
2026-06-18 · 15 min read #finance#macro#economic-calendar#fomc#cpiThe Nuclear Renaissance — SMRs and Power in the Age of AI
Restarting reactors, small modular reactors, and a brand-new variable: AI data-center power demand. This post examines the background and data behind the nuclear renaissance narrative, presents both the bull and bear cas
2026-06-18 · 29 min read #finance#nuclear#smr#uranium#ai-powerRobotaxis and Autonomous Driving — The Investment Landscape of the Mobility Revolution
Robotaxis have entered real commercial service in a handful of cities, putting the autonomous driving investment landscape back in focus. This post covers the levels of autonomy, key players, regulation and liability, th
2026-06-18 · 18 min read #finance#robotaxi#autonomous-driving#mobility#lidarInstitutional Crypto Adoption — Where the Money Flows
We lay out, in balanced terms, cumulative Bitcoin ETF inflows and institutional holdings, recent outflows, custody and regulation, volatility and correlation, and a portfolio view built on small allocations and diversifi
2026-06-18 · 16 min read #crypto#bitcoin-etf#institutional#custody#portfolioReading Financial Statements — Income, Balance Sheet, and Cash Flow
A beginner-friendly walkthrough of the three core financial statements, the starting point for understanding a company. It covers revenue and profit on the income statement, debt and equity on the balance sheet, operatin
2026-06-18 · 18 min read #finance#financial-statements#accounting#investing#fundamentalsTax-Advantaged Accounts for Korean Investors — Using ISA, Pension Savings, and IRP
A plain-language overview of the main tax-advantaged accounts available to individual investors in Korea — ISA, pension savings, and IRP — with their features, tax benefits, and limits. It also covers the taxation of dom
2026-06-18 · 19 min read #finance#tax#isa#pension#irpThe Fed and Rates in 2026 — Reading the Policy That Moves Markets
We lay out the June FOMC and the flexibility a strong jobs report created to hold, the tug-of-war between inflation and employment, how rates affect growth stocks, bonds, and crypto, how to read the dot plot, and scenari
2026-06-18 · 15 min read #fed#interest-rate#fomc#monetary-policy#inflationLong-Term Investing vs Market Timing — The Compounding Power of Time
Why trying to call market bottoms and tops is so hard, and how long-term investing and compounding put time on your side. We balance the cost of missing the best days, how to sit through volatility, and the quiet power o
2026-06-18 · 19 min read #finance#long-term-investing#market-timing#compounding#investment-literacyEnergy Storage and Batteries — The Core Infrastructure of the Power Era
A surge in power demand from AI data centers and the expansion of renewables are pushing energy storage systems (ESS) and batteries to the fore as core infrastructure of the power era. This post covers battery technology
2026-06-18 · 17 min read #finance#energy-storage#battery#ess#gridGLP-1 and Healthcare Innovation - How Obesity Drugs Are Reshaping Industries
GLP-1 obesity and diabetes drugs are reshaping the healthcare landscape. Centered on Eli Lilly and Novo Nordisk, we examine demand growth, supply and competition and pricing risks, and ripple effects across food and medi
2026-06-18 · 17 min read #finance#healthcare#glp1#biotech#investingIndex vs Active — Can You Beat the Market?
A balanced look at the index-versus-active debate. We cover the efficient market hypothesis, the cost and performance statistics of active (the SPIVA context), the rise of passive, the core-satellite strategy, which inve
2026-06-18 · 16 min read #finance#index-investing#active-investing#etf#investingETF Portfolio Basics — A Guide for First-Time Investors
From what an ETF actually is, to the differences between index, sector, theme, and bond ETFs, costs and tracking error, distributions, the core-satellite approach, and the first steps and common mistakes for beginners. T
2026-06-18 · 25 min read #finance#etf#portfolio#investing-basics#index-fundDividend Investing — Compounding That Runs on Cash Flow
The core of dividend investing. We cover what a dividend is, yield versus dividend growth, the Aristocrats, the power of reinvestment compounding, the trap of the dividend cut, the difference between Korean (value-up) an
2026-06-18 · 17 min read #finance#dividend#investing#compounding#incomeEthereum, Altcoins, and RWA Tokenization — Crypto Next Chapter
We examine the Ethereum ecosystem and RWA tokenization, the twin pillars of L2 and staking, the volatility and survival risk of altcoins, and the state of institutional adoption and regulation, from both bullish and bear
2026-06-18 · 19 min read #ethereum#altcoins#rwa#tokenization#cryptoInvesting as a System — Automation and Rule-Based Investing
How to invest by rules instead of emotion. This piece covers writing an Investment Policy Statement (IPS), automatic transfers and automatic buys, rebalancing rules, checklists, review cadence, and the traps of backtesti
2026-06-18 · 19 min read #finance#investing#automation#dca#rebalancingDollar-Cost Averaging (DCA) — Results Built by Consistency
The principles, pros, and cons of dollar-cost averaging (DCA), investing a fixed amount on a regular schedule. We weigh the research comparing it with lump-sum investing, the volatility-smoothing and psychological benefi
2026-06-18 · 20 min read #finance#dollar-cost-averaging#dca#investment-strategy#investment-literacyThe Dollar, FX, and Emerging Markets — The Flow of Global Capital
How the dollar cycle shapes asset prices, how FX affects exporters and overseas investing, the risks and opportunities of emerging markets, the won-dollar perspective, currency hedging, and diversification. This post is
2026-06-18 · 14 min read #dollar#fx#emerging-markets#currency#hedgingCustom ASIC vs GPU: An Investing Perspective on the Chip War
An investing-focused analysis of the rise of cloud providers in-house chips (custom ASICs) and the shifting inference market. We weigh Nvidia moat and the challenges to it, map the value-chain beneficiaries, and lay out
2026-06-18 · 22 min read #asic#gpu#semiconductor#investing#nvidia