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XN Insight
XN Insight
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XN Insight
XN Insight
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The Unstoppable Ascent. US Yields
David Kang 8/24/26 David Kang 8/24/26

The Unstoppable Ascent. US Yields

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Why the Fed May Tighten Despite Mixed Signals
David Kang 8/19/26 David Kang 8/19/26

Why the Fed May Tighten Despite Mixed Signals

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On Yen's Weakness
David Kang 8/11/26 David Kang 8/11/26

On Yen's Weakness

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The Case for a Deflationary US Economy: What the Data Actually Suggests
David Kang 8/4/26 David Kang 8/4/26

The Case for a Deflationary US Economy: What the Data Actually Suggests

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The AI Investment Wave
David Kang 7/29/26 David Kang 7/29/26

The AI Investment Wave

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Central Banks Are No Longer Economic Firefighters
David Kang 7/28/26 David Kang 7/28/26

Central Banks Are No Longer Economic Firefighters

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Why Market Volatility May Be an Opportunity
David Kang 7/15/26 David Kang 7/15/26

Why Market Volatility May Be an Opportunity

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Interest Rate Cut Might Not Be What You Think
David Kang 7/13/26 David Kang 7/13/26

Interest Rate Cut Might Not Be What You Think

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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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