The KOSPI Selloff Wasn’t the Index — It Was the Leverage
About a month ago, when the KOSPI cleared 9,000, I did not think much of it.
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The KOSPI Selloff Hit My Portfolio Hard — Why I’m Still Buying
The KOSPI selloff has my Korean holdings down double digits. But I read this as two chip names shaking the index, not the index breaking — so I’m averaging down in tranches instead of selling. The exact conditions that would flip my thesis are spelled out below. A month ago I enjoyed opening my brokerage…
