Quantic Insider

This is just my personal view. I only manage my team’s and clients’ portfolios. whatever you do is your own risk.

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.

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.

#Semiconductors #HuaHong #KoreanSuppliers #USChinaTechWar #SupplyChain #SEMES #WonikIPS

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.

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