Global Market Daily {{ 2025-12-26 }}
Monitored Markets: Nasdaq, S&P 500, Japan (Nikkei), Korea (KOSPI), Taiwan, Semiconductors, Commodities, Gold, Energy, Livestock Futures
1. Market Events (Global Market Events Today)
Over the past several days, semiconductor stocks across multiple regions— including the United States, Korea, Japan, and Taiwan—have shown notable strength.
However, a different question has been forming in my mind: is capital quietly rotating away from equities and into commodities?
Market leadership does not always announce itself loudly. Sometimes it shifts gradually, almost unnoticed.
2. Watchlist & Notable Stocks
Live Cattle (Futures)
3. Market Summary & Trader Notes
That said, this is only my interpretation—my hypothesis. Markets do not reward certainty born from assumptions.
Over the past ten years, one lesson has repeated itself clearly: using leverage based on untested conviction makes life harder, not easier.
Confidence without confirmation is dangerous. Believing oneself to be “wise” is perhaps the most important thing an investor must guard against.
Observation comes first. Discipline comes next. Action, only when the time is truly right.