This is the place to learn macro economics for myself and also recording what i have learned so far. Macro economics is quite fascinating area for me to learn. It seems like metabolism of human and nature
Macro E.
Recently, Apple announced Apple Intelligence. The reactions were mixed, ranging from disappointment to amazement. Apple revealed that it operates in a hybrid mode using both on-device processing and cloud-based AI. Among the many keynote announcements, one particular point stood out to me: Apple has built its private cloud compute system
Macro E.
Japan is the top holder of US treasury As you see graph in the above, Japan is the largest holder of the US Treasury. It was China before, but not anymore. For more than decades, In Japan, they have even minus interest rates so that Japanese investors can borrow money
Macro E.
At least the next 10 years will be the era of inflation or even it will be worse than the current status I would say, the next 10 years... at least, will be an inflation era. It will be significantly brutal to be able to survive for every middle class
Macro E.
Here are three things that are coming or already came to us * There is rarely cheap products(made in China) are sold in the USA and it makes increasing inflations over the globe. Even though the US and the Euro defend against cheap Chinese products using higher tariffs, there is
Macro E.
Small but strong The stereotype for "Smallness" refers to "weakness" in general but I do think in the current macro situation, smallness isn't a weakness any more but all about efficiency to bring more economic margin to startup operation. Why is this critical? because
Macro E.
Five macro-economic statuses that you should watch * Geo-political conflict will keep going * High Fed interest rate will be steady * A strong Dollar will be dominating the finance market * AI hype will create a bubble someday * Overpaid Salaries in the AI industry create a high burning rate for startup I think
Macro E.
The spiral debt of US.Gov needs to be tracked As you see in the above graph, the highest point except recent all-time high of US Gross Federal debt was in the 1940s which was right after "The Great Depression and World War II". During this period, the
Macro E.
Recent inflation rate as 3.2% is on the falling trend line as you wish BUT... The meaning of inflation rate falls is that cost inflation is declining as you wish. So that Time to buy a US Treasury T-bond? NOPE! The inflation driven by consumer goods' price and
Macro E.
Deleveraging on your all assets is coming shortly As treasury yield is inclining and the Fed interest rate is staying at the highest level, every asset on your portfolio will be deleveraged in some way. As you check the earning yield of S&P 500 in the 2Q, 2023
Macro E.
As an investor, I wouldn't buy a US T-Bond in this period. Fed didn't increase interest rates. But it doesn't mean that they would decline it shortly. In my interpretation, the Fed will stay "High for a longer interest rate" over a
Macro E.
Recently I researched cryptocurrency projects for my own investments. I truly believe that crypto currency will be the game changer in 21 century and the most valuable invention since the first internet came out. We don't know the exact number of crypto projects in the world. but There
Macro E.
I think now is the beginning of just before exploding sensational moments in crypto-based finance. For me, I was acknowledged about the existence of bitcoin through my friend... it has been around 6-7 years ago since I got the first conversation with my friend about crypto and bitcoin. At that