Iran isn't panicking, South Korea is panicking...

South Korea’s KOSPI index closed down 7.24% today, the biggest one-day drop since August 5, 2024, at 5,791.91 points. There are two reasons: [Tao Stocks]
First, South Korea did not open on March 1 because of Independence Day, which was equivalent to Monday’s adjustment, but moved to today, two days and one day down. However, I looked at the Nikkei index, and it only fell -1.35% yesterday.
So South Korea’s decline today is not normal…
Second, according to the Chosun Ilbo, the United States is considering transferring South Korea’s deployed Patriot missiles, THAAD systems and other air defense assets to the Middle East to deal with the situation in Iran.
So like Samsung and Hynix, Samsung Electronics fell -9.88% and Hynix fell -11.50%.
Because South Korea has always relied on the protection of the United States to suppress North Korea, once the United States withdraws its military deployment, then South Korea will become very dangerous, and all assets will not be safe.
You may think that North Korea is much behind South Korea, what is South Korea afraid of? The large model gives a statement: According to the latest data and military assessment reports from 2025 to 2026, the comparison of military power between South Korea and North Korea shows a situation where “South Korea has an absolute advantage in conventional combat power, technical equipment and comprehensive national strength, while North Korea maintains an asymmetric advantage in the number of troops, artillery density and nuclear deterrence capabilities”.
If we only look at the odds of winning an all-out war and conventional military strength, South Korea has an advantage; But given the threat of nuclear weapons and artillery around Seoul, North Korea has the ability to make South Korea pay a heavy price.
In a word, barefoot people are not afraid of wearing shoes at all, and they are also unified in thought and not afraid of death, so they are even more afraid.
So because of this news, the storage in my hand also fell, the morning opening was still normal, and the afternoon fell sparsely, the logic did not change, it was this panic that amplified the emotions.
It is estimated that many listed companies that have fallen can’t stand it, and Baiwei Storage directly self-detonated in the evening: Baiwei Storage: January-February pre-profit of 1.5 billion yuan to 1.8 billion yuan The storage industry is in short supply.
This is not a serious quarterly report and annual report, it is a listed company that takes the initiative to disclose, the intention is obvious, don’t fall, live father, our products are in short supply, performance OJBK.
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Yesterday, Ismail Carney, who talked about possible insiders, has been arrested… Basically, there are more bad luck than good fortunes, and what is in front of him is another unsolvable death.
If he is a traitor, and the United States and Israel are individuals at the same time, they may redeem him, as for what exchange is unclear, there must be a relevant hostage or interest exchange. This is the best ending, but I will be hunted by Iranian agents for the rest of my life… Considering that Iran has been infiltrated into a sieve, and is protected by the FBI and Mossad in the United States, it is not a big problem, but in this life, I don’t think about returning to Iran, and I can only ride a camel in the United States to miss my homeland…
In case Iran does not agree to the exchange, it is estimated that the traditional Iranian punishment will be used to parade through the streets, and then be hanged on a crane… Torture is inevitable before death.
I don’t know how Colonel Carda died? Just thinking about it hurts my butt…
If Ismail Kani is not an insider, there is a high probability that he will be tortured, and there is basically no possibility of living, because there is no clear explanation at all, as soon as you walk on your front foot, the missile on your back foot will arrive…
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Many people talk about future wars, which may be mainly decapitated actions, which do not seem to hurt the innocent, just target the leader. But if there is a nuclear country, there will be a very interesting game, I don’t know if you have seen Liu Cixin’s short story “Once Upon a Time in the Cretaceous”, there is a setting in it that is particularly scary, but now that I think about it, it may not be blind fabrication.
In the story, the two dinosaur empires engage in nuclear deterrence, and they have an “automatic launch mechanism” in them. To put it simply: every 66 hours (almost 3 days), the boss must personally send a “release signal”. If the countdown is over and the signal has not yet arrived, or if the boss hangs up and the command system is paralyzed, then it is over, the nuclear bomb will automatically detonate directly, and everyone will die together.
When I first read this book, I also thought it was too ridiculous, how could humans be so crazy? Who would tie their own life to this kind of switch that must be “clocked in” regularly?
But in the past two years, if you look at the news, there are more and more cases of various “decapitation operations”. If you think about it carefully, the logic changes: If the nuclear counterattack has to wait for someone to order, then the enemy will first take over our headquarters and wipe out all the leaders, and we will hold the nuclear bomb in our hands but cannot send it out.
Therefore, in order to ensure that the deterrent force of “if you dare to touch me, I will pull you to die together” is always online, nuclear weapons are tied to the advanced command system, and even “automatic launch when the leader is gone”, may it really become the only rational choice in the future.
Thinking about it this sends chills down my spine. I used to think it was science fiction, but now I see that this may be a true portrayal of our future. To prevent being “decapitated”, humans may be forced to lock themselves into a death procedure that cannot be stopped once activated. This future is really scary.
The most important thing is that when others wrongfully accuse you of nuclear weapons, you’d better really have nuclear weapons… to avoid being beheaded.
There is also an interesting point of view, in the future, housing prices in first-tier cities may fall due to the beheading operation, because missiles will not be lost in the countryside…
In order to stabilize the confidence of foreign investors and tourists, the President of the United Arab Emirates and the Crown Prince of Dubai appeared in the shopping mall, even if they were panicked, they had to tell everyone that there was no problem, we were safe here.
There is a good saying: When God bleeds, he is no longer God. Dubai’s painstakingly managed tourist city image has been pierced by several Iranian broken drones and rockets. It is said that the rich in Dubai have run to London, and as for the funds, they may flow from Dubai to Europe, Hong Kong, Singapore and other places.
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1. Saudi Aramco is studying options to export oil through the Red Sea to avoid transportation risks in the Strait of Hormuz.
   This place is not very peaceful, it is rich in the Houthis all year round, and the Houthis are ironclad with Iran, basically their agents, but they are definitely weaker than Iran’s regular army, so the two evils are lighter, and if this place can’t get through, you can only go to the Cape of Good Hope.
   The cost will definitely rise a lot at that time, who will pay for it? Whoever buys pays.
   Who is most anxious in the world? It is Japan, which relies on the Middle East for 95% of its crude oil, and more than 70% of it is transported through the Strait of Hormuz, so it is more urgent than anyone else.
   In addition, the rise in crude oil prices will be good for stimulating other alternative energy sources, such as coal and photovoltaics, whether it should be said that photovoltaics are really lucky… It was caught up with Musk’s space photovoltaics in front, and now it has caught up with the surge in crude oil.
2. Shanshan shares: If the reorganization is successful, the actual controller will be changed to the State-owned Assets Supervision and Administration Commission of Anhui Province.
   In fact, Shanshan shares were originally a very promising company, the chairman had a sudden heart attack and left, and the stepmother and son were infighting. There have even been confrontations on the board of directors, sending lawyers’ letters to each other, and competing for official seals and business licenses. This led to the company being leaderless for a period of time, and the stock price also fell, and investors were panicked.
   The bank that lent them money was even more panicked, so it became what it is today, so successful people must make a will in advance, which is very important.
   A friend of mine knew about this and said he was ready to make a will, just one sentence: My money is left to the most beautiful woman in the world. I said that your sentence is ambiguous, in the future, your mother, your daughter, and your wife will think that the money belongs to them, and even any woman on the street can fight for this inheritance… After all, everyone thinks they are the most beautiful.
   Therefore, the ownership of the will should be clear, very important, and not ambiguous.
3. 2 consecutive boards of PetroChina: There is great uncertainty in short-term oil price fluctuations. I know all these Chinese, but I am numb with the four words PetroChina, which is unprecedented, which shows that the capital market is very confident in the price increase of crude oil this time.
4. The intraday decline in spot gold expanded to 4%. It is estimated that many people are confused, isn’t it said that gold is safe haven? That’s because the real goal this time is oil, and the goal of the United States is to hope that oil will be settled in US dollars in the future, so it will tie the US dollar and oil together, strengthening the safe-haven nature of the US dollar.
   Then when the funds look at it, the safe-haven function of gold has shifted to the US dollar, and it will naturally fall.
5. The increase in natural gas prices in Europe further expanded to 40%. Fortunately, it is not winter now, and if it is winter, this increase is estimated to have to be added a little more. Have you noticed that no matter which country fights, Europe is the most hurt… In simple terms, Europe is a rich but energy-anemic region. It is based on a prosperity model based on cheap imported energy, and at the same time likes to engage in environmental protection and self-destruction martial arts, and as a result, every time there is turmoil, it is forced to import high-priced energy, which can be regarded as asking for trouble.
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   Today is the Lantern Festival, and borrow two or two fires in the world to boil a pot of tea for the years. On this night when the lanterns are like daylight, may you and I live up to the youth, live up to the good times, have the bright moon in our hearts, and have our own brilliance.