조정장인지 약세장인지 재점검 필요
00:00 Opening 00:22 Correction vs. Bear Market 08:34 Review of Inflation Aftermath 16:20 Review of US Stock Market Fundamentals and Q2 Earnings 19:24 Review of Emerging Market Fundamentals 21:40 Review of AI Theme Fundamentals
![[July 23, Thursday U.S. Market Review] Alphabet's Earnings Are More Complex Than They Appear! CAP...](https://i.ytimg.com/vi/Nt81mx1ZcCI/hqdefault.jpg?sqp=-oaymwEmCNACELwBSFryq4qpAxgIARUAAAAAGAElAADIQj0AgKJDeAG4Ahmi85f_Aw4I_raF0wYY4OoEIOCoAQ==&rs=AOn4CLA-VyZhF_2n_hmchSWrysVPpHGpGA&usqp=CBk)
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[July 23, Thursday U.S. Market Review] Alphabet's Earnings Are More Complex Than They Appear! CAP...

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Google falls despite earnings surprise…Why? / Tesla EPS shock / Super Micro up 20% / AMD-Anthropi...

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A Bigger Surge Is Coming! Know These 2 Reasons and You Won't Lose Your Stocks / Deputy General Ma...

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"모르면 노후에 후회한다" 국민연금 65세 말고 무조건 '이때' 받으세요ㅣ Ep. 책과사람 123 (이영주 대표 1부)

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"대부분 한국인이 오해한다" 안 아프게 장수하는 최고의 습관 ㅣ Ep. 책과사람 115 (이승훈 교수 2부)
![[Kim Jong-hak's New York, Now - July 23] Google Earnings Summary | Oil prices top $90 per barrel....](https://i.ytimg.com/vi/CfCQVQFkYQI/hqdefault.jpg?sqp=-oaymwEmCNACELwBSFryq4qpAxgIARUAAAAAGAElAADIQj0AgKJDeAG4Ahmi85f_Aw4I596E0wYY4OoEIOCoAQ==&rs=AOn4CLAcBrFAJ-z8CPbqD2b5sm8lv3Oy3A&usqp=CBk)
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[Kim Jong-hak's New York, Now - July 23] Google Earnings Summary | Oil prices top $90 per barrel....

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The Semiconductor and Memory Peak Debate and Fed Rate Hike Concerns: Market Perspectives

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Big Tech Earnings Kick Off: Will Semiconductor Stocks Take Flight? | Park Seung-young, Team Leade...

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A Math Genius Found an Unbeatable Investment Strategy | Book Understanding | Study Money Intensel...

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Is the Semiconductor Rally Over? You Need to Find Strong Stocks in This Rebound Market Now | Park...
![[Hong Jang-won's Bull & Bear] Nasdaq and KOSPI have become twins. The variables that will drive K...](https://i.ytimg.com/vi/_4OlVSw_tcE/hqdefault.jpg?sqp=-oaymwEmCNACELwBSFryq4qpAxgIARUAAAAAGAElAADIQj0AgKJDeAG4Ahmi85f_Aw4Ir8T80gYY4OoEIOCoAQ==&rs=AOn4CLCiWjTapOenpZ7Oz6BWRPsgQTIn7g&usqp=CBk)
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[Hong Jang-won's Bull & Bear] Nasdaq and KOSPI have become twins. The variables that will drive K...
![[Hong Jang-won’s Bull & Bear] Is Google Paving the Way for Samsung and SK Hynix? The Shocking CAP...](https://i.ytimg.com/vi/eETRGAI12Tk/hqdefault.jpg?sqp=-oaymwEmCNACELwBSFryq4qpAxgIARUAAAAAGAElAADIQj0AgKJDeAG4Ahmi85f_Aw4I9sSF0wYY4OoEIOCoAQ==&rs=AOn4CLA_GevgKubKvmvBOl_1L3hdS1SHiA&usqp=CBk)
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[Hong Jang-won’s Bull & Bear] Is Google Paving the Way for Samsung and SK Hynix? The Shocking CAP...
![[🔴07/23 #MorningMarketBrief] Market Caution Amid Middle East Tensions Ahead of Big Tech Earnings ...](https://i.ytimg.com/vi/UoGsUFQ-U6U/hqdefault.jpg?sqp=-oaymwEmCNACELwBSFryq4qpAxgIARUAAAAAGAElAADIQj0AgKJDeAG4Ahmi85f_Aw4IpsiE0wYY4OoEIOCoAQ==&rs=AOn4CLCRWT_b2xQQMFDcnB3EMYOQ7FDYlA&usqp=CBk)
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[🔴07/23 #MorningMarketBrief] Market Caution Amid Middle East Tensions Ahead of Big Tech Earnings ...

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Korea's Future Depends on Sovereign AI
![[LIVE 7월 23일 목요일 미국시황] 알파벳 급락? 이거 좀 이상한데~](https://i.ytimg.com/vi/UfRm3H0AyVM/hqdefault.jpg?sqp=-oaymwEmCNACELwBSFryq4qpAxgIARUAAAAAGAElAADIQj0AgKJDeAG4Ahmi85f_Aw4Ii4eF0wYY4OoEIOCoAQ==&rs=AOn4CLCX2SA4ECPAvHy257tjgJMG2fB_1w&usqp=CBk)
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[LIVE 7월 23일 목요일 미국시황] 알파벳 급락? 이거 좀 이상한데~
![Alphabet Reaffirms Cloud Growth… Tesla Misses Margin Estimates [Wall Street Newsletter]](https://i.ytimg.com/vi/nhQkxzu4Muw/hqdefault.jpg?sqp=-oaymwEmCNACELwBSFryq4qpAxgIARUAAAAAGAElAADIQj0AgKJDeAG4Ahmi85f_Aw4I5_yE0wYY4OoEIOCoAQ==&rs=AOn4CLByia8DG5cnEJ9beUNMqDkSQq53kg&usqp=CBk)
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Alphabet Reaffirms Cloud Growth… Tesla Misses Margin Estimates [Wall Street Newsletter]
![[Moon Ji-woong's Big Money LIVE] Google Reports First-Ever Negative Free Cash Flow (FCF) | Semico...](https://i.ytimg.com/vi/dEN4PT4l-Hk/hqdefault.jpg?sqp=-oaymwEmCNACELwBSFryq4qpAxgIARUAAAAAGAElAADIQj0AgKJDeAG4Ahmi85f_Aw4Ih9mE0wYY4OoEIOCoAQ==&rs=AOn4CLC3wHqkNbxONChzpvE-sSPT5n85_Q&usqp=CBk)
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[Moon Ji-woong's Big Money LIVE] Google Reports First-Ever Negative Free Cash Flow (FCF) | Semico...

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"40년 만에 터졌습니다" 엔화 붕괴가 불러올 전세계 충격 시나리오 (박정호 교수 2부) I 머니포커스

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Is the Market Under a Major Misconception? Will Buffett's Latest Bet Hit the Mark Again?
![[Good Morning US Stocks] Alphabet, Tesla Q2 Earnings Key Keywords, Where Are Semiconductor Stocks...](https://i.ytimg.com/vi/T9V35dXDwUs/hqdefault.jpg?sqp=-oaymwEmCNACELwBSFryq4qpAxgIARUAAAAAGAElAADIQj0AgKJDeAG4Ahmi85f_Aw4I4beE0wYY4OoEIOCoAQ==&rs=AOn4CLBz20yg0KFmlNwWbXmwvX-MO7HD-w&usqp=CBk)
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