The South Korean and US AI trades are becoming increasingly synchronized:
The 60-day correlation between the KOSPI and Nasdaq 100 index is up to +0.46, the highest since July 2024.
This marks a sharp reversal from a negative correlation of -0.20 recorded in March.
By comparison, the 5-year average is just +0.16 or nearly one-third the 60-day metric.
Furthermore, the Nasdaq 100's sensitivity to declines in South Korean stocks is up to its highest level since 1990.
At the same time, the MSCI World Index's sensitivity to the South Korean market is up to its highest in 4 years.
In other words, declines in South Korean equities are increasingly serving as an early read on US and global equity risk appetite, particularly in technology stocks.
The AI trade has never been more global.
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The 60-day correlation between the KOSPI and Nasdaq 100 index is up to +0.46, the highest since July 2024.
This marks a sharp reversal from a negative correlation of -0.20 recorded in March.
By comparison, the 5-year average is just +0.16 or nearly one-third the 60-day metric.
Furthermore, the Nasdaq 100's sensitivity to declines in South Korean stocks is up to its highest level since 1990.
At the same time, the MSCI World Index's sensitivity to the South Korean market is up to its highest in 4 years.
In other words, declines in South Korean equities are increasingly serving as an early read on US and global equity risk appetite, particularly in technology stocks.
The AI trade has never been more global.
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Radical Leftist & Communist- Joshua Kerry has now officially been charged with the murder of Reform immigration spokesperson Ann Widdecombe
While the Left keeps violently murdering innocent people for disagreeing with their views, Western Governments target the ‘Far Right’.
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While the Left keeps violently murdering innocent people for disagreeing with their views, Western Governments target the ‘Far Right’.
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JUST IN: "The Odyssey" now projected to earn the most Oscar nods at the 99th Academy Awards, as critics hail Christopher Nolan’s modern take on Homer’s epic.
79% chance.
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79% chance.
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🌚19
A user HACKED Rotten Tomatoes on the asmongold subreddit (parsed the json data) and found the REAL REVIEW SCORE for Christopher Nolan's film The Odyssey and discovered that out of 886 active users only 498 rated it positivity leaving the true score around: 56.2%
A score of 97% is mathematically impossible (combined with faked ticket sales) and this is looking more and more like widespread FRAUD by the Hollywood Industry on a MASSIVE scale.
Interestingly enough, 56.2% is not far off from the Metacritic data which has normal reviewers (non critics/bots) which rate the film at 51%.
Needless to say despite the reported numbers/revenue (and opening at box office numbers) its looking like smoke and mirrors, the film is being propped up to LOOK like a success but in reality is a CATACLYSMIC financial failure. (might not even break even)
I also have a sneaking suspicion they are manipulating ticket sales buy preordering tickets and very likely canceling those orders at the very last second, otherwise, they are BURNING money ($375 million already) it seems desperate—they are in too deep.
If you ask me Movie Theaters should SUE The Odyssey/Christopher Nolan etc. because they are hurting ticket sales with their dummy seats and its causing people to skip the movie (rather than sit in terrible seats) this is Fraud and I think there is room for a MASSIVE Lawsuit.
And to think, all of this because they couldn't just RESPECT Greek Culture/Mythology and Historical Fiction and JUST. CAST. PALE. ACTORS. and stay true to the source material.
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A score of 97% is mathematically impossible (combined with faked ticket sales) and this is looking more and more like widespread FRAUD by the Hollywood Industry on a MASSIVE scale.
Interestingly enough, 56.2% is not far off from the Metacritic data which has normal reviewers (non critics/bots) which rate the film at 51%.
Needless to say despite the reported numbers/revenue (and opening at box office numbers) its looking like smoke and mirrors, the film is being propped up to LOOK like a success but in reality is a CATACLYSMIC financial failure. (might not even break even)
I also have a sneaking suspicion they are manipulating ticket sales buy preordering tickets and very likely canceling those orders at the very last second, otherwise, they are BURNING money ($375 million already) it seems desperate—they are in too deep.
If you ask me Movie Theaters should SUE The Odyssey/Christopher Nolan etc. because they are hurting ticket sales with their dummy seats and its causing people to skip the movie (rather than sit in terrible seats) this is Fraud and I think there is room for a MASSIVE Lawsuit.
And to think, all of this because they couldn't just RESPECT Greek Culture/Mythology and Historical Fiction and JUST. CAST. PALE. ACTORS. and stay true to the source material.
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US corporations have never had more foreign exposure:
The proportion of S&P 500 revenue generated abroad is up to a record ~42%.
This surpasses the previous peak of ~40% in 2015 and ~39% posted during the 2000 Dot-Com Bubble.
This comes despite the unprecedented surge in domestic AI investment, which was expected to make corporate revenue more concentrated in the US.
Technology companies are behind most of the surge, with foreign markets now accounting for over 50% of the sector's revenue.
Furthermore, the communication services sector generates ~47% of its revenue abroad, up from less than 40% before the 2020 pandemic.
The global economy is more connected than ever.
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The proportion of S&P 500 revenue generated abroad is up to a record ~42%.
This surpasses the previous peak of ~40% in 2015 and ~39% posted during the 2000 Dot-Com Bubble.
This comes despite the unprecedented surge in domestic AI investment, which was expected to make corporate revenue more concentrated in the US.
Technology companies are behind most of the surge, with foreign markets now accounting for over 50% of the sector's revenue.
Furthermore, the communication services sector generates ~47% of its revenue abroad, up from less than 40% before the 2020 pandemic.
The global economy is more connected than ever.
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Heavily intoxicated suspect Yuki Imaizumi (26) dashed on a 9,000 yen karaoke bill at an izakaya restaurant around 9:15 a.m. When a 19-year-old male employee chased her down, she kicked him in the balls. When police arrived, Imaizumi-san told the cops she didn't hit the employee; she kicked him in the balls. There's a difference
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BREAKING: The Odyssey is FAKING ticket sales by buying up theaters/seats (Fraud) to make the movie look like a success (already $400 million in the hole) moviegoers are reporting having to take terrible seats (because full) but when they show up the theaters are mostly empty
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😁6
The State Department issues a WORLDWIDE caution for Americans, warning Iran and its allied groups could strike U.S. targets anywhere on Earth...
-The formal "worldwide caution" advises Americans everywhere to exercise increased caution over heightened Middle East tensions and the risk of further escalation
-Americans in the Middle East specifically should brace for flight cancellations, periodic airspace closures, and travel disruptions
-Americans outside the region are urged to reconsider travel to or through it entirely
-The core warning: Iran and groups supporting Tehran could target U.S. interests, diplomatic facilities, or locations associated with Americans overseas
-It formalizes and escalates the weekend's advisories, moving from regional guidance to a global alert
A worldwide caution is the State Department's broadest alert category, issued only a handful of times in the past decade... after Soleimani, after October 7, earlier this year in March when this conflict first flared, and now.
Washington is telling every American on the planet that the war's next front may not have a map: embassies, businesses, and travelers all named as potential targets of the proxy network whose Iraqi wing already priced Trump's death at $10 million.
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-The formal "worldwide caution" advises Americans everywhere to exercise increased caution over heightened Middle East tensions and the risk of further escalation
-Americans in the Middle East specifically should brace for flight cancellations, periodic airspace closures, and travel disruptions
-Americans outside the region are urged to reconsider travel to or through it entirely
-The core warning: Iran and groups supporting Tehran could target U.S. interests, diplomatic facilities, or locations associated with Americans overseas
-It formalizes and escalates the weekend's advisories, moving from regional guidance to a global alert
A worldwide caution is the State Department's broadest alert category, issued only a handful of times in the past decade... after Soleimani, after October 7, earlier this year in March when this conflict first flared, and now.
Washington is telling every American on the planet that the war's next front may not have a map: embassies, businesses, and travelers all named as potential targets of the proxy network whose Iraqi wing already priced Trump's death at $10 million.
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I turned off Web Search on my Claude and spent my entire usage gaslighting Fable that I had gone and done a Ramanujan
I’ve been giggling like a child all afternoon
Knowing that it’s something that’s been staring affine geometers in the face for decades is the cherry on top
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I’ve been giggling like a child all afternoon
Knowing that it’s something that’s been staring affine geometers in the face for decades is the cherry on top
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