Foreigners are DUMPING South Korean stocks at an UNPRECEDENTED rate: Investors from overseas sold a record -$152 billion in Korean equities so far in 2026. This is equivalent to 3.8% of South Korea’s stock market capitalization. Over the last 8 sessions alone, foreign investors have dumped -$11.6 billion. Meanwhile, SK Hynix has recorded 15 consecutive days of foreign selling, while Samsung has seen 5 straight sessions of outflows, according to Goldman Sachs. These two names account for over 50% of the KOSPI index market cap. Investor pressure on the Korean chip-heavy market is intensifying.

Europe is fucked... Gas prices are surging. Germany is Europe's largest gas storage hub and accounts for 25% of EU gas consumption. Storage levels are at just 56%... The lowest ever for this time of year. And look at what Europe has done to itself... - Sanctioned Russia, its largest gas supplier. - Qatar is renewing force majeure notices every month. - Refrained from filling gas storage because prices were too high. First, they switched to renewables while simultaneously reducing baseload power capacity, which is needed when the sun isn't shining and the wind isn't blowing. Oh... And guess when the sun isn't shining and the wind isn't blowing? During winter, when gas consumption is at its highest. In other words, Europe is entering winter with dangerously low gas inventories, disrupted supply routes, and an energy system increasingly dependent on the weather. And now gas prices are surging again... The EU is on its path to economic suicide.

THE BANKS THAT FUNDED THE AI BOOM ARE NOW LOOKING FOR EXIT. Some of Wall Street's biggest banks are now trying to get rid of billions of dollars in AI-related debt. JPMorgan, Morgan Stanley, SMBC, and MUFG are reportedly looking to reduce their exposure to AI data center loans. And what's happening with Oracle is even more worrying. Banks have spent over 6 months trying to sell $38 BILLION in debt tied to Oracle data centers. Some lenders are now even willing to sell parts of these loans at a discount. Meanwhile, Oracle's credit rating is just one step above junk, and the cost of insuring against its default has jumped sharply. This is happening while tech companies are still spending hundreds of billions on AI infrastructure. If banks become less willing to lend, AI companies could find it much harder and more expensive to fund new projects. And if AI spending starts slowing down, it could become a serious problem for the stock market, which has been relying heavily on the AI boom.