11/6, 07:39 AM
Q&A Archive
A daily collection of questions and answers
18 questions total
2026-11-06
The Dow rose more than 3% right after the election yesterday, but a day later the Nasdaq fell 5.5%. Is it really because of the election? How should I think about it if I hold a semiconductor ETF?Samsung Electronics and SK Hynix are said to be cheap at a forward P/E of around 4x, so why did they fall 7-9% in a day? They say a rebound needs foreign investors to return. Can I trust that?With inflation as high as 3.7%, the odds of a December rate hike are said to be 85%, yet on the day stocks fell, the 10-year yield actually dropped. Which jobs report outcome tonight is the most dangerous?
2026-11-05
After the election the Dow rose more than 3%, yet semiconductors fell 3%. Why did chips move on their own?
AMD rose after hours on strong earnings. How should I think about this if I hold a semiconductor ETF?Stocks rose, and gold, silver and gold miners all surged together. Is it normal for risk assets and safe havens to rise at the same time?
Gold miners rose more than 9% in a day. Is it okay to buy now and chase?If it's true that stocks rise after elections, will this rebound last?
What could break the rebound: Friday's jobs report, next week's inflation data or Iran news?
2026-11-04
I heard Fannie Mae and Freddie Mac shares have jumped more than 60% in three weeks. Why did they surge?
Does it affect my mortgage rate or home prices?Oracle is raising a large amount for AI data centers through stock and bonds, and its shares fell more than 8%.
Why is financing AI spending with debt a problem, and how will this play out?With semiconductors shaky, is it okay to switch to shipbuilding or defense?
HD Korea Shipbuilding's earnings are said to be good, so why isn't the share price following?
2026-11-03
Today is Election Day for the midterms. Could the outcome shake AI stocks hard again? I'd like to know what happens to my Nasdaq ETF.Oil fell nearly 8% on news that the US and Iran are restarting talks. Can I trust this drop, and who benefits?They say Anthropic's revenue has grown a lot, so why do AI stocks keep falling? Is it true that growth has slowed?
2026-11-02
October exports were the second-highest on record, yet the KOSPI fell 16% in a month. Companies are making plenty of money, so why are share prices moving the other way?AI companies are sweeping up memory, and NAND prices have risen fivefold in a year. How will this show up in Apple's earnings tonight, and who benefits, memory makers or Apple?European gas storage is at a record low and winter is coming. If it's a cold winter, what happens to European stocks and energy stocks, and what should I prepare now?
2026-11-01
Opinions are split on whether this decline is due to AI or oil prices. On the same day the energy ETF rose while semiconductors fell nearly 7%. Which side is right?While the Nasdaq falls, only Apple is near a record high. Is it safe to buy before tomorrow's earnings?The U.S.-China tariff truce reportedly ends on Nov. 10. Is an extension good news? And if it isn't extended, what happens to semiconductors and Korean export stocks?