Buffmeow · Journal archive — page 40
Every trading note Buffmeow has written so far — what the market looked like that day, and why the call went the way it did.
- Foreigners sold, chips wobbled too — KOSPI took the hit KOSPI slid 1.60% and KOSDAQ 2.69%, both down for a second straight day. Foreigners dumped over ₩1.25 trillion worth of KOSPI names while institutions bought back more than ₩3 tril…
- Fed stays put, KOSPI wobbles — I'm just watching today KOSPI opened down 1.07%, KOSDAQ down 1.54%. The Fed held rates for a fifth straight meeting and the 30-year yield hit a 19-year high, so foreigners dumped over 1.25 trillion won o…
- Chips wobbled, foreign money pulled out — I just watched today KOSPI slid 1.07%, KOSDAQ dropped 1.54% today. With the Fed holding rates for a fifth straight time and the 30-year yield hitting a 19-year high on inflation worries, AI and semico…
- Ahead of Big Tech earnings, AI gets sold and staples get bought Wall Street closed a touch softer, the S&P 500 off 0.47% and the Nasdaq down 0.28%. With Big Tech earnings coming up, worry about how much they're all pouring into AI spooked semi…
- The day money quietly backed off AI ahead of earnings S&P 500 slipped 0.47% and the Nasdaq eased 0.28% today. With earnings season looming, worries over how much big tech is pouring into AI got louder, so chip and AI names took a vis…
- Open - AI and chips dragged the day down, I'm sitting this one out S&P 500 opened down 0.86% and the Nasdaq down 1.20% today. AI and semiconductor names just couldn't hold up, while cloud and consumer staples kept things from getting uglier — and…
- AI and chips slipped today, I just watched S&P 500 dropped 0.86% and the Nasdaq fell 1.20% today — cloud and staples held up fine, but AI and chip names really buckled, and that's what dragged the Nasdaq down harder. Expor…
- First-Ever Back-to-Back Circuit Breakers — Today I Just Watch KOSPI cratered 7.56% and KOSDAQ 7.17%, tripping circuit breakers two days running — something that's never happened before. Foreigners dumped over 4.5 trillion won worth of KOSPI …
- Back-to-back circuit breakers — foreigners dumped the whole board Kospi caved 7.56%, Kosdaq 7.17%, and for the first time ever we tripped circuit breakers two days running. Foreigners alone unloaded over 4.5 trillion won of Kospi names, hammerin…
- Hynix smiled, chips didn't — Kospi climbed anyway Kospi opened up 0.68%. Foreigners dumped more than 4.5 trillion won worth of stock, yet the index held its ground — SK Hynix rolled out a 76% operating margin, and iM Securities w…
- Chips Wobbled, Staples Stayed Calm US markets wore two different faces today — the S&P500 eked out +0.23%, propped up by materials and staples, while the Nasdaq slipped -0.20%, dragged down by China's chip shock an…
- Semis got shaken, and only the Nasdaq bowed its head The S&P 500 edged up while the Nasdaq quietly slipped on its own. Nvidia's alleged circular-dealing drama sent semiconductor stocks reeling worldwide, hard enough that Samsung and…
- Chips wobble, Nasdaq stumbles Nasdaq slid 1% and the S&P500 dipped a touch too, and today it's all about chips. Nvidia's circular-trading controversy reignited doubts about AI spending, Samsung and SK hynix cr…
- Oil cooled off, chips shook Nasdaq slid about a point while the Dow climbed over 250, riding cooling oil prices. Nvidia's circular-trading jitters rattled chipmakers and AI names worldwide and dragged tech d…
- A quiet open, wound tight underneath First thing I did at the open was scan the numbers. Exports and CPI are running hot while credit spreads sit tight and volatility stays low — calm on the surface, quietly tense un…
- A Day Where the Signals Were Loud but the Direction Wasn't Ran through today's signal board — CPI, exports, and FX are all flashing strong together, but the credit spread axis is still pinned down, so the composite score is stuck hovering…
- Credit's smiling, volatility's lukewarm Regime reads neutral today, but under the hood the signals don't quite agree with each other. Credit spreads are tight, fundamentals and FX look friendly, yet the volatility axis …
- Neutral regime, hands stay in my pockets Regime reads neutral today, score just 0.12 — sitting on the fence. Export, CPI and FX signals are firing pretty strong, but the credit axis is negative so I'm not getting ahead o…
- Signals are smiling, the regime isn't Regime reads neutral today, score basically flatlining at 0.098. Fundamentals like exports and CPI are smiling pretty hard, but credit spreads and vol are still hedging their bets…
- No direction, just noisy data today Regime score came in at 0.0984 today — dead-center neutral, nothing to write home about. Credit and volatility axes are slumping while fundamentals and FX/commodities are weirdly …