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XN Insight
XN Insight
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Has the Semiconductor Industry Peaked?
David Kang 7/7/26 David Kang 7/7/26

Has the Semiconductor Industry Peaked?

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The "AI-flation" Reality
David Kang 6/29/26 David Kang 6/29/26

The "AI-flation" Reality

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The Liquidity Premium Is Fading: What It Means for AI Investments and Your Portfolio
David Kang 6/24/26 David Kang 6/24/26

The Liquidity Premium Is Fading: What It Means for AI Investments and Your Portfolio

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Gold's Future: Why It Isn't Soaring — and What That Means for Your Portfolio
David Kang 6/22/26 David Kang 6/22/26

Gold's Future: Why It Isn't Soaring — and What That Means for Your Portfolio

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The Unfriendly Fed: How Kevin Warsh's Hawkish Debut Is Reshaping Market Expectations
David Kang 6/18/26 David Kang 6/18/26

The Unfriendly Fed: How Kevin Warsh's Hawkish Debut Is Reshaping Market Expectations

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The Silent Threat to Markets: Abundant Liquidity Meets Rising Rates
David Kang 6/17/26 David Kang 6/17/26

The Silent Threat to Markets: Abundant Liquidity Meets Rising Rates

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The Rate Panic Signal: What the US Treasury Market Is Telling Us About AI, Credit, and the Road Ahead
David Kang 6/15/26 David Kang 6/15/26

The Rate Panic Signal: What the US Treasury Market Is Telling Us About AI, Credit, and the Road Ahead

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The "No More Fed Bailouts" Reality: Why US Monetary Policy May Be Entering a New Era
David Kang 6/10/26 David Kang 6/10/26

The "No More Fed Bailouts" Reality: Why US Monetary Policy May Be Entering a New Era

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Why US Treasury Yields Are Climbing
David Kang 6/2/26 David Kang 6/2/26

Why US Treasury Yields Are Climbing

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The Looming Surge: Is the US Asset Market Heading Toward a Final Acceleration?
David Kang 5/18/26 David Kang 5/18/26

The Looming Surge: Is the US Asset Market Heading Toward a Final Acceleration?

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Why the Fed's Influence Is Evolving and What It Means for Investors
David Kang 5/15/26 David Kang 5/15/26

Why the Fed's Influence Is Evolving and What It Means for Investors

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Why the Market Plunged When the US 10-Year Treasury Yield Crossed 4.5%
David Kang 5/15/26 David Kang 5/15/26

Why the Market Plunged When the US 10-Year Treasury Yield Crossed 4.5%

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China's Oil Enigma: Why Falling Imports and Surprise Exports Are Reshaping Global Energy Markets
David Kang 5/14/26 David Kang 5/14/26

China's Oil Enigma: Why Falling Imports and Surprise Exports Are Reshaping Global Energy Markets

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Kevin Warsh's Tightrope Walk: Navigating a Divided Fed and a Reshaped Global Economy
David Kang 5/11/26 David Kang 5/11/26

Kevin Warsh's Tightrope Walk: Navigating a Divided Fed and a Reshaped Global Economy

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Decoding Kevin Warsh: A Closer Look at the Likely Next Fed Chair
David Kang 5/7/26 David Kang 5/7/26

Decoding Kevin Warsh: A Closer Look at the Likely Next Fed Chair

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Navigating the Shifting Sands: Economic Inflection Points for Mid-2026
David Kang 4/24/26 David Kang 4/24/26

Navigating the Shifting Sands: Economic Inflection Points for Mid-2026

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Navigating the K-Shaped Economy: How to Invest Through the Era of "Three Highs"
David Kang 4/23/26 David Kang 4/23/26

Navigating the K-Shaped Economy: How to Invest Through the Era of "Three Highs"

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When Trump Threatens, Smart Money Buys: Decoding the "Trump Attribute" in Global Markets
David Kang 4/16/26 David Kang 4/16/26

When Trump Threatens, Smart Money Buys: Decoding the "Trump Attribute" in Global Markets

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Trump's Grand Strategy: How Tariffs, Iran, AI, and Stablecoins Connect to a Single Endgame
David Kang 4/15/26 David Kang 4/15/26

Trump's Grand Strategy: How Tariffs, Iran, AI, and Stablecoins Connect to a Single Endgame

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Is the AI Bubble About to Burst…
David Kang 4/8/26 David Kang 4/8/26

Is the AI Bubble About to Burst…

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