$iShares MSCI South Korea ETF(EWY)$ Japan is saying Korea has gotten a bit too cocky lately. Contract manufacturers in South Korea are raising prices and asking for a premium, almost like they are TSM. That might be true, but the way things are playing out, it looks like market makers could be using this to buy cheap. It looks super scary. Maybe taking the Asian long view and just parking it in an IRA for a year or so makes sense.

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