Henry Kim me-retweet
Henry Kim
10.9K posts

Henry Kim
@senseejun
Ex-Hedge fund manager. Never bet against America.
Republic of Korea Bergabung Temmuz 2010
575 Mengikuti947 Pengikut
Henry Kim me-retweet

@William_wc_LEE 제 경험 상 강세장에선 대부분의 절대수익형 전략이 "Buy&hold 전략"을 위험대비 수익률로 이기기 어렵더라구요. 저는 아무리 베어뷰여도 30% 이상의 주식 비중은 억지로라도 가져가는 편입니다. 오르면 주식으로 먹고, 빠지면 절대수익형 전략이 워킹하는거죠. 좋은 비율을 찾아가시길 바랍니다.
한국어
Henry Kim me-retweet

🇮🇷 🇺🇸 *#IRAN'S TASNIM CITES ENVOY TO UN IRAVANI ON US NAVAL BLOCKADE - BBG
*IRAN RECEIVED 'SOME SIGN' US IS READY TO BREAK BLOCKADE: TASNIM
*OIL FALLS AFTER IRAN RECEIVED SIGN US WILLING TO BREAK BLOCKADE
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Henry Kim me-retweet
Henry Kim me-retweet

Exclusive: EU to stop funding EU projects with Chinese inverters, as grandstanding on Beijing gives way to quiet offensive
My report on a quiet decision taken by von der Leyen and her college that suggests the work of de-risking continues apace
scmp.com/news/china/dip…
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Henry Kim me-retweet
Henry Kim me-retweet
Henry Kim me-retweet
Henry Kim me-retweet
Henry Kim me-retweet
Henry Kim me-retweet

BREAKING: Iran has delivered its highly anticipated "10-point" response to the US' "15-point peace plan."
Iran's 10-point plan includes:
1. Guarantee that Iran will not be attacked again
2. Permanent end to the war, not just a ceasefire
3. End to Israeli strikes in Lebanon
4. Lifting of all US sanctions on Iran
5. End to all regional fighting against Iranian allies
6. In return, Iran would open the Strait of Hormuz
7. Iran would impose a Hormuz fee of $2 million per ship
8. Iran would split these fees with Oman
9. Iran to provide rules for safe passage through Hormuz
10. Iran to use Hormuz fees for reconstruction instead of reparations
President Trump's "deadline" for a peace deal with Iran is 25 hours away.
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Henry Kim me-retweet
Henry Kim me-retweet

Saudi Arabia is rerouting oil supply away from the blocked Strait of Hormuz at a record pace:
Crude oil shipments from Yanbu, a port on Saudi Arabia’s Red Sea coast, are up to ~5 million barrels per day, DOUBLING in just 2 weeks.
This comes as the 746-mile East-West pipeline is now operating at full capacity of ~7 million barrels per day.
Of this supply, ~5 million barrels per day are being exported ~2 million barrels per day are being refined in Saudi.
The surge in exports from Yanbu has now offset ~45% of lost Persian Gulf shipments this month.
To put this into perspective, exports from this port were at just ~1 million barrels per day before the war in January and February.
Saudi Arabia is actively looking for workarounds to the Hormuz closure.

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