전체 글118 [뉴스노트] 10월 뉴스 기록 10/30/25NY Times: even basic AI is bad for students because it takes away the opportunity for cognitive thinking and reasoning 10/29/25NY Times: Fed lowers rate again, despite inflation getting further from its 2% target; government is still shutdown so their decision is not based on most up to date statistics 10/27/25NY Times: Trump admin is pursuing policy that “escalates to deescalate”; this .. 2025. 11. 2. [뉴스노트] 9월 뉴스 기록 9/30/25WSJ: Trump announced TrumpRX, government website that will sell drugs directly, first onboarding Pfizer9/29/25WSJ: Super safe big tech corporate bonds are yielding less premium but is still very popular; but this is concealing more smaller corporations’ bonds, and there are some concerning defaults9/28/25WSJ: due to financial distress, many young people are embracing socialism9/27/25WSJ: .. 2025. 10. 5. [독서노트] 뉴욕주민의 진짜 미국식 주식투자 3 players:Buy Side (Hedge Fund, Institutions, PE, Asset Manager, Pension Funds)Sell Side (Investment Banks)SECGrowth Stock vs Value Stock가치투자의 대명제는 주가가 장기적으로 가치에 수렴한다는 것주가가 쌀 수 있는 요인 예시: 이해관계로 가치 실현을 가로막는 경영진, 정치적 이유에 따른 불확실한 규제, Credit Constraint 등EBITDA: Earnings Before Interest, Taxes, Depreciation and Amortization; 기업이 영업활동으로 벌어들인 현금 창출 능력을 나타내는 지표Enterprise Value (EV) / EBITDA multiple이 중요 .. 2025. 9. 14. [뉴스노트] 8월 뉴스 기록 8/31/25WSJ: Fed might low rate, but breadth is uncertain 8/30/25WSJ: Companies are getting rid of middle managers 8/29/25WSJ: Chinese companies are making AI chips for Chinese companies in the midst of NVIDIA supply control in China8/28/25WSJ: Minneapolis mass shooting at a Catholic church/school was done by trans woman who used to be a student there8/27/25WSJ: Young AI talents are being offered.. 2025. 9. 13. [뉴스노트] 7월 나머지 뉴스 7/31/25WSJ: Apple exceeded expectations partly bc consumers were buying more before tariffs hit7/30/25WSJ: GDP grew, consumer spending is resilient but business investment is reducing (businesses are navigating uncertainties) 7/29/25WSJ: gunman had mental conditions; targeted NFL; 7/28/25WSJ: Some concerning signs of bubble; Equity Risk Premium close to 0 (valuation is too stretched); but econom.. 2025. 8. 2. [뉴스노트] 6월 27일 ~ 7월 13일 6/27/25WSJ: Trump says he’ll terminate trade talks with Canada because of their digital service taxBillboard: Marketing shifting focus to more IRL fan events7/7/25WSJ: Trump imposes 25% tax to Japan and South Korea effective 8/1/257/8/25WSJ: Meta hires Top Apple AI Expert for “Superintelligence” AI divisionWSJ: Senior care facilities’ bankruptcy is leaving no money for the retireesMBW: Paul Sinc.. 2025. 7. 14. 이전 1 2 3 4 ··· 20 다음