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2 unrolled threads about markets, each one readable on a single page.

The Kobeissi Letter@KobeissiLetter

Absolutely incredible. In an unprecedented move, South Korea's stock market just collapsed -44% in 40 days, erasing -$2 trillion in market cap. Now, South Korea's finance ministry has announced plan...

SummarySouth Korea's stock market crashed 44% in 40 days, losing $2 trillion in value after a 135% surge driven by AI-related gains in Samsung and SK Hynix. The collapse was triggered by extreme market concentration (50% in two stocks), record leverage through ETFs, and unprecedented retail trading, prompting government intervention with trading restrictions.Jul 29, 202612 tweets♥ 18.6KEdgen@ask_edgen

think one single AI can beat the market? good luck. markets are too fast, too messy, too entangled. one brain melts. but many agents don't. we just dropped the new version of the Edgen Litepaper....

SummaryEdgen, a multi-agent AI system, combines market data from disparate sources through a commander model to provide cohesive investment insights faster than traditional analysts. The platform orchestrates specialized agents (fundamentals, technicals, momentum) to deliver unified market analysis through various interfaces like search, themes, and news filtering.Oct 5, 20255 tweets♥ 4K