Market Nov 5: South Korea Gamma-Squeeze and US Semi

If you missed our best recent articles:

• Hormuz Blockade: One Shock, Two Restructurings

• US Health Insurance: A Turning Point or a Value Trap?

• Oil Above $100, Where Is the Japanese Yen Headed?

• The $700 Billion AI Capex Race: Who Is Making Money, Who Is Burning Cash?

• WHY IS THE UAE ASKING FOR A US SWAP LINE?

• US Airlines Q1/2026: Sold Out, But Profits Wiped Out

• Canada Economic Outlook 2026

• US Banks Q1/2026: The Start of a New Cycle

• Private Credit: Not 2008 - But the Most Dangerous Since 2008

• UK: Is Underinvestment Destroying the Economy?

• Wall Street Journal - New Service Introduction

Key updates:

• Negotiations: Iran sends response - US rejects it

• Conflict: US sinks 4 Iranian oil tankers

• China: Price pressure from the corporate side

• China cuts oil imports, supporting the global economy

• Hanta Virus: Low transmission, not yet a concern

• Market: Call options drive breakout, South Korea gamma-squeeze