Where is the Stock Market on 'Kostolany's Egg' Model Amid KOSPI Crash? (ft. Middle East Energy Crisis & US CPI Inflation)
Many of you must have felt a great shock and anxiety watching the stock market today. As both the KOSPI and KOSDAQ indices collapsed helplessly, leaving most portfolios in deep red, you might be wondering, "What on earth happened to the market?" or "Should I cut my losses now, or should I hold on?" In today's post, I will break down the situation clearly and candidly: The core bad news that triggered today's domestic stock market crash The structural reasons why inflation won't cool down due to Middle East energy infrastructure damage The cold triangle relationship between Inflation, Interest Rates, and Stock Prices Current stock market positioning and strategy using legendary investor André Kostolany's 'Egg Model' 1. The Trigger of Today's Crash: US CPI Inflation Shock The most direct cause that pulled down the Korean stock market today was the 'Inflation Shock' originating from the United States . The recently relea...