jongminchung
invest
Notes
Series
Books
KO
Notes
Series
Books
KO
INVESTMENT NOTES
All investment research notes
All investment research essays grounded in books, filings, and public materials.
All notes
ai-capex
1
article
46
financial-statements
13
valuation
13
stocks
12
financial-literacy
8
personal-finance
8
bonds
6
Browse tags · 49
etfs
6
interest-rates
6
investment-accounts
6
portfolio
6
real-estate
6
us-treasuries
6
investment-data
5
research
5
source-checking
5
risk
4
factor-investing
3
capital-allocation
2
operations
2
portfolio-construction
2
systems
2
13f
1
ai-agents
1
backtesting
1
bitcoin
1
book
1
credit-and-debt
1
cycle
1
decision-making
1
efficiency
1
global-investing
1
housing-and-family
1
howard-marks
1
incentives
1
income-and-cash-flow
1
insurance-and-protection
1
investing-basics
1
learning
1
liquidity
1
market-breadth
1
market-leadership
1
momentum
1
monetary-history
1
money
1
money-and-prices
1
portfolio-analysis
1
ranking
1
reliability
1
savings-and-reserves
1
sell-discipline
1
stablecoin
1
taxes-and-retirement
1
value
1
value-investing
1
video
1
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Direction of Money
·
2026-08-29
The Direction of Money
Connects AI capital spending, East Asian exports, global liquidity, the yield curve, and market breadth as of August 2026
