(펌) JP 모건 전략가 콜라노빅 “코리아 마켓 크러시 가능성 제기“

- 전 JP모건 전략가 마르코 콜라노빅, “한국 증시 급락 가능성” 경고
- KOSPI, 4월 저점 대비 +175% 급등했고 삼성전자·SK하이닉스 중심 랠리였음
- 전일 +4% 급등이 ‘블로우 오프 탑(정점 신호)’ 가능성이 아닐까 하는 중
- 현재 리테일 매수 vs 외국인 매도 구도 지속
- “오늘 밤 KOSPI 급락 가능성도 있다”는 강한 표현까지 사용했네용
- 삼성·하이닉스 한국장 +7% 이상 상승했지만, 미국 반도체(SMH·SOXX)는 -3%대 하락

단기 과열 신호 + 외국인 매도 전환 여부 주목 필요있다는데 

오늘 외국인 7조 매도를 동학개미가 6.3조 매수해서 다 먹어버리는 바람에 … -1% 대에서 철벽방어 

아무튼 반도체 주도 장세의 변곡점 가능성이 제기되고 있네용 😱

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(Repost) JP Morgan Strategist Kolanovic: "Possibility of a Korean Market Crush"

- Former JP Morgan Strategist Marko Kolanovic Warns of a "Possible Korean Stock Market Crash"
- KOSPI Soared 175% from April Lows, Led by Samsung Electronics and SK Hynix
- There's Concern That Yesterday's 4% Rally Could Be a "Blow-Off Top"
- Current Retail Buying vs. Foreign Selling Continues
- He even used the strong phrase, "There's a Possibility of a KOSPI Crash Tonight"
- Samsung and Hynix Korean Markets Gained More Than 7%, But US Semiconductors (SMH and SOXX) Slumped 3%

Short-Term Overheating Signs + Need to Pay Attention to Foreign Selling Turns

Donghak Retailers Bought 6.3 Trillion Won of Foreign Selling Today, ETFs Easily ... -Ironclad defense in the -1% range

Anyway, the possibility of a turning point in the semiconductor-led market is being raised. 😱

Bitcoin at Block – the Bitcoin project of Block , the company founded by Twitter co-founder Jack Dorsey – has just announced the launch of a free Bitcoin Faucet, marking the return of the Bitcoin distribution model...

Jack Dorsey announces a $1 million project to give away free Bitcoin.

MicroStrategy founder Michael Saylor asserts that Bitcoin has won the global narrative war, specifically naming BIP- […]
The article, "Michael Saylor Warns BIP-110 is the Biggest Threat to Bitcoin; Four-Year Cycle is Dead, Institutional Capital is the Real Protagonist," was first published on BlockTempo, the most influential blockchain ABMedia media.

Michael Saylor warns that BIP-110 is the biggest threat to Bitcoin; the four-year cycle is dead, and institutional capital is the real protagonist.

Editor's Note: This article argues that what truly drives oil prices is not just whether the conflict ends, but "when the tipping point will be crossed."

In the nearly four-week-long conflict with Iran, the oil market is experiencing a classic case of "time-based pricing." The release of strategic reserves has delayed the impact but cannot eliminate the supply gap; disruptions to tanker transport and delayed production recovery are causing inventory pressure to accumulate into the future. Once the critical mid-April mark is passed, the price mechanism will shift from "buffered volatility" to "gap-driven repricing."

More importantly, the game structure itself is also changing. The conflict is no longer characterized by "escalation followed by deterioration..."