To The Moon

Samsung just pre-announced about KRW 133 trillion of Q1 revenue and KRW 57.2 trillion of operating profit, far above market expectations for roughly KRW 40.5 trillion to KRW 40.6 trillion of operating profit.  – For U.S. stocks, the cleanest read-through is Micron, because Samsung's beat points to strong AI memory demand and tight pricing in DRAM and HBM.  – The rally can also spill into Sandisk, Western Digital, and Seagate, though those names sit in different parts of the storage stack and should not be treated as the exact same trade. 

the latest study from Fed : after the pandemic, even commodities with falling prices cannot lower overall core inflation as it did in the past. This means that the underlying logic of inflation has changed, and the price rigidity caused by supply chain shocks will force the Fed to maintain its "High for Longer" interest rate policy. Citigroup has postponed its interest rate cut until September.

According to the latest data from the Organisation for Economic Co-operation and Development, the proliferation index of leading indicators has shown clear signs of bottoming out at the beginning of the year. This means that if we can temporarily remove the exogenous variable of war, the global economy would have been on track to re-accelerate. This explains why the big Wall Street firms are sticking to their optimistic expectations of the S&P 500 in the face of the threat of a third world war.

$金茂源環保(06805)$  

$金茂源環保(06805)$  

$友邦保險(01299)$   The final dividend up 10 %. Annual dividend up 10 %. The company also announced the launch of a new round of $ 1.7 billion share buyback.

Meeting adults costs too much to be perfunctory Have you ever calculated how much it costs to meet someone? It's not just coffee money, meal money It was the one or two hours that squeezed out of the busyness. It's about giving you the only half-day complete time.

Why would the market pay such a premium when tech stocks grow at a rate of 30 to 40 per cent, while Costco grew at a rate of 10 to 20 per cent, while P/E ratios remained at more than 50 times and now nearly 55 times?

the estimated cost in Chinese Yuan (RMB) to fill a 60-liter fuel tank across major countries/regions, based on prevailing gasoline prices (likely 92/95-octane equivalents).Key Accurate Elements:Cheapest countries:Iran (¥12) and Venezuela (¥14) have extremely subsidized fuel, often under $0.10–0.15 USD per liter (sometimes as low as $0.02–0.11/L depending on the grade and source). This matches multiple reports placing them among the world's cheapest. Saudi Arabia (¥256) and Malaysia (¥281) are also low due to oil production/subsidies, consistent with data showing Gulf and Southeast Asian producers well below global averages. Mid-range countries (Russia, Japan, US, China, Brazil, etc.):China (~¥492 for 60L) aligns roughly with reported prices around ¥8–9.20 per liter in March 2026 (governmen

China looks to restart US energy imports as Iran tensions rattle markets China-bound tankers prepare to load 600,000 barrels of American oil per day, research firm says Trump has used the crisis to highlight burden-sharing: the U.S. is far less dependent on Hormuz oil than Asia (importing mostly from Canada/Mexico), positioning American energy as a stabilizing alternative while pressing allies and rivals alike