Quantic Insider

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Quantic Insider

Quantic Insider

@quanticinsider

Navigating the intersection of Finance, Power, and Innovation. Your premium source for strategic insights on the global economy and emerging tech.

Seoul, Republic of Korea Katılım Ocak 2026
66 Takip Edilen30 Takipçiler
Quantic Insider
Quantic Insider@quanticinsider·
This is just my personal view. I only manage my team’s and clients’ portfolios. whatever you do is your own risk.
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Quantic Insider
Quantic Insider@quanticinsider·
4. What I expect next: At least a temporary deal between the US and Iran to reopen the Strait of Hormuz. That should send Brent and WTI crashing back toward pre-conflict levels. This calm probably lasts until the US midterms. After that, things could get very ugly for Iran.
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Quantic Insider
Quantic Insider@quanticinsider·
Here are my thoughts on the markets involving Trump, Bessent, and Warsh. Last week the global market panicked over higher US interest rates due to inflation fears from the Iran conflict.
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Quantic Insider
Quantic Insider@quanticinsider·
Korean materials and equipment companies need to tap into China’s huge market while carefully managing geopolitical risks. Proven names like SEMES, Wonik IPS, Soulbrain, and Dongjin Semichem are worth watching closely. Stay balanced and keep a close eye on developments.
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Quantic Insider
Quantic Insider@quanticinsider·
Hey @tuixaitwitte , since I’m not very active on X, I figured I’d drop the post below so you can see exactly where my focus is and what major global market events I’m watching. Here it is
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