Markets Don’t Lie.
Structures Do the Talking.
Global Macro Intelligence by HOHO-ECONOMICUS
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HOHO-ECONOMICUS Insight decodes global markets through structural logic, not sentiment.
Every policy, every yield, and every capital flow reflects someone’s profit — and someone’s loss.
We follow that flow, and trace the truth behind every move.
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Featured Insights
- S&P500 적정주가 산출 심층 보고서
이 콘텐츠는 S&P500의 적정주가 산출에 대한 구조적 분석을 제시하며, 전통적 방법의 한계를 극복하려는 Justified P/E 공식을 통해 ERP와 성장률의 변화를 반영하는 중요성을 강조한다. - April 24 INDA(India ETF) Macro-Structure Investment Timing Report
Date: April 24, 2025Target Asset: INDA (iShares MSCI India ETF)Analytical Framework: Macro-Structure Scorecard v2.0 (15 indicators, validated and adjusted) 1. Overview: What This Scorecard Measures and Why It Matters This… Read more: April 24 INDA(India ETF) Macro-Structure Investment Timing Report - April 27 TLT Macro-Structure Scorecard Report
Despite attractive yields, TLT remains in a WAIT zone. High volatility (MOVE>100) and weak foreign/ETF flows prevent full entry. Only limited tactical buying is allowed if 30Y yields spike above 4.9%. Structural buy triggers require confirmed volatility collapse and capital inflows. Patience is critical until conditions align.
HOHO-ECONOMICUS Insight 