Later in the bull market, why to adapt to hecticness and tiredness by Shinhan
Later in the bull market, why to adapt to hecticness and tiredness by Shinhan ✍️ Facts and Summary https://bbs2.shinhansec.com/board/message/file.pdf.do?attachmentId=351929 1. Reasons For Entering The Second Half Of The Bullish Market - This bull market is a technological innovation bull market comparable to the frenzied 1920s, dot-com bubble, and pandemic/FANG cycle. - Big Tech and LLM are using leverage to play the Capex chicken game, which is a combination of Capex+Credit in the late cycle phase. - Speculative buying, such as leverage/options, has strengthened, making it difficult to see…
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