The Long View Investor

South Korea recently raised its 2026 economic growth forecast by 1% to 3%, the strongest full year forecast since 2021. In it’s July release, the International Monetary Fund (IMF) revised Korea’s growth outlook by the greatest amount among the world’s 30 major economies (from 1.9% to 2.6%). South Korea’s semiconductor industry underpinned the growth story…

When the U.S. and Israel first launched attacks on Iran in February, many expected a severe shock to global energy markets. Some forecasters projected oil prices would soar to $150–$200 per barrel, and the IEA described the crisis as the largest in energy market history. While oil soared to over $110 at the beginning of…

Whether you are a fundamental or quantitative investor, looking at a company’s financial information is essential to valuation. For the past 55 years, US Public Companies have been required to report quarterly financial earnings within 45 days of their fiscal quarter-end. A proposal set forth by the SEC would allow domestic public companies to opt…

India made headlines a few years ago when it surpassed China to be the world’s most populous country. With over 1.46 billion people (approximately 1/6 of world’s population), the country’s young demographic and rising middle class provides an attractive macroeconomic backdrop for investors. More recently, India has faced criticism in areas such as its dependence…

As I’m sure you have heard by now, SpaceX (Space Exploration Technologies Corp.) is planning a record breaking initial public offering with shares to start trading on 6/12. The Mega IPO is expected to set the stage for OpenAI and Anthropic PBC to IPO later this year. While Musk will retain control of the company…