want to become wealthy.

📌 [Part 1] The Light and Shadow of Tesla — Why the “Icon of Growth” Is Shaking As of 2025, Tesla, Inc. remains one of the most closely watched companies in the world. Just a decade ago, electric vehicles (EVs) were viewed as “eco-friendly niche products.” Tesla changed that narrative, making EVs the centerpiece of global mobility and redefining the entire automotive paradigm. But the Tesla of 2025 is not the Tesla of the past. Once the ultimate symbol of innovation, the company now faces a mix of slowing growth, eroding profitability, and intensifying competition — pressures that demand its “next stage of evolution.” As of October 2025, Tesla’s stock trades around $456, showing little year-to-date progress and moving in repeated correction cycles. While its market capitalization still hovers near $1 trillion, the market’s tone has turned more skeptical. The issue is not a temporary dip in earnings but rather the structural fatigue of Tesla’s growth model. --- 1️⃣ Slowing S...

Part 1 – 1 ① Background and Mechanism When the U.S. Federal Reserve (the Fed) cuts its benchmark rate, yields on U.S. bonds and deposits decline, which typically softens dollar strength. In fact, reports indicate that in 2025 the dollar index has fallen roughly 10 percent against major currencies. In summary, rate cuts can channel global liquidity toward emerging markets through the following mechanism: Lower U.S. rates reduce the expected return on U.S. fixed-income assets. Investors, seeking higher yields, are incentivized to shift capital into emerging-market assets such as equities and sovereign bonds. A weaker dollar boosts competitiveness for export-driven emerging economies, making them more attractive entry points for foreign investors. UBS noted that “when the Fed cuts rates and the dollar turns weaker, Asia and emerging markets tend to benefit disproportionately.” Stronger local currencies also lower import costs and improve investment conditions for emerging econ...

📌 KOSPI 4,000 & “100K Samsung” — A New Inflection Point for Korea’s Equity Market (Part 1) --- Introduction — Rewriting History in Korea’s Stock Market On October 27, 2025, Korea’s equity market hit two historic milestones at once: the KOSPI broke above 4,000 for the first time, and Samsung Electronics crossed ₩100,000 per share (“100K Samsung”). This is not merely about numbers on a screen. It’s a strong signal that Korea’s economic and corporate competitiveness is being re-rated by global markets. For investors, it suggests that Korea is ready to reclaim a visible spot on the global investing stage. The KOSPI has attempted to break previous highs multiple times, often stalling on external shocks and domestic demand constraints. This time, however, the 4,000 breakout is not a simple technical rebound. It reflects the convergence of three forces: (1) industrial competitiveness recovering, (2) renewed foreign inflows, and (3) supportive global policy dynamics. 👉 So how...

📌 The Hidden “Accounting Time Bomb” Behind the AI Investment Boom ― Implications for Global Financial Markets and Korean Companies --- Introduction ― The Shiny Surface of the AI Rally As of 2025, the single most influential keyword shaping global financial markets is undoubtedly Artificial Intelligence (AI). Just two to three years ago, AI was regarded as one of many emerging technologies, but today it has become the central engine of global capital flows and the foundation of corporate strategy. Tech giants such as Microsoft, Alphabet (Google), Amazon, and Meta are pouring massive amounts of money into GPU purchases and data center expansion. The scale of these investments goes beyond corporate budgets, exerting such a powerful ripple effect that it even lifts U.S. GDP growth. Investors are cheering this development as “AI is the new growth engine of the global economy.” Yet, behind this glittering success story lies a shadow that is less frequently discussed. That shadow...

Part 1. What Is APEC — The Cooperation Forum That Moves the Axis of the Global Economy The APEC Leaders’ Meeting in Gyeongju in 2025 will bring together leaders from 21 economies that account for 60% of global GDP to discuss AI cooperation and responses to demographic change. It also compares the significance of Korea’s proposals with overseas cases. 1. Context of Birth and Growth APEC (Asia-Pacific Economic Cooperation) is not merely an international gathering; it is a product that reflects the transformation of the global economic order after the Cold War. Until the late 1980s, the center of the world economy was still concentrated in Europe and North America. But as the late 1980s arrived, high growth in Asian economies became pronounced. Japan emerged as the world’s second-largest economy, and the so-called “Four Asian Tigers”—Korea, Taiwan, Hong Kong, and Singapore—rapidly expanded their influence in global trade through industrialization and export-driven strategies. ...