Read in Korean → 한국어로 읽기 Deciding to pause investingis not as difficult as it seems. What’s much harder isknowing when to move again. Many people feel anxious when markets start rising,and only enter after headlines become loud and obvious. But the best investment timingis rarely driven by emotion.It is usually revealed by signals first. … Read more
Read in Korean → 한국어로 읽기 When markets are quiet,people often say things like: “There’s nothing to do right now.”“It doesn’t feel like the right time to move.” But in asset management,the most dangerous moment is not when markets are loud —it’s when they are quiet. A quiet market doesn’t mean nothing is happening.It simply … Read more
Read in Korean → 한국어로 읽기 After investing for a long time,there are moments when the market feels unstable. You feel pressure to act.You feel like staying still means falling behind. That’s why many investors feel most anxiouswhen they are doing nothing. I’ve experienced this myself.When markets became uncertain,doing nothing felt wrong —and impatience would … Read more
Read in Korean → 한국어로 읽기 Responding with Structure, Not Prediction Once you understand how exchange rates and interest rates move,a natural question follows: “So how should my portfolio change?”“What choices should I make to stay safe in this kind of environment?” Today, instead of discussing how to predict exchange rates or interest rates,we’ll focus … Read more