Ryunsu SungDec 10, 20256 minModel PortfolioDec 10, 2025Model Portfolio UpdateStrategic buying and position increase for a leveraged bet.00Model Portfolio
Ryunsu SungDec 04, 202511 minAware OriginalDec 04, 2025The Shadow of Private Credit Over U.S. InsurersPrivate equity firms’ push to capture Berkshire Hathaway’s secret sauce: permanent capital20Aware Original
Ryunsu SungNov 27, 20256 minModel PortfolioNov 27, 2025Major Updates to the Model PortfolioNew portfolio additions and rebalancing executed.10Model Portfolio
Ryunsu SungNov 26, 202510 minNote By RyunsuNov 26, 2025The ‘AI Bubble Warning Bubble’ Has Grown Bigger Than the Bubble ItselfAll of this suggests that the market is engaging very actively in price discovery to gauge the extent of the risk of AI overinvestment.20Note By Ryunsu
Ryunsu SungNov 21, 20256 minAware OriginalNov 21, 2025Oracle, Now the Symbol of AI RiskA corporation is a type of vehicle—a means to an end—and it often functions as a financial product as well.20Aware Original