CORNYVERSE

Following the Korea–U.S. summit on August 25 (local time) , trade, investment, and security issues are moving in tandem. We’ve distilled what shifting tariffs, prospective investment funds, and the possibility of renewed talks on North Korea signal for Korean companies and investors—in plain language.   🎯 Key Takeaways ✅ Expanded discussions on tariffs and investment (large-scale funds), plus cooperation in strategic industries/supply chains (shipbuilding, nuclear, semiconductors) ✅ References to possible resumption of dialogue on North Korea’s nuclear program highlight two-sided geopolitical event risks ✅ Investors should prioritize the policy finalization timeline and clearly separate domestic winners vs. potential losers Even after the summit, detailed negotiations continue, making confirmation and implementation schedules the key variables. Track how quickly and how far policies are specified across tariffs, i...

URA (Global X Uranium ETF): Structure, Outlook & Risks — 2025 Quick Guide Last updated with data referenced within the past 90 days; figures may change over time. URA (Global X Uranium ETF) provides diversified exposure to uranium miners, refiners, and key nuclear‑component companies. With power shortages, AI/data‑center electricity needs, and energy‑security concerns intersecting, sector volatility has increased — making it essential to consider structure, outlook, and risks together. 🎯 Key Takeaways ✅ AUM ≈ $4.15B, expense ratio 0.69%, holdings 51 (recent disclosures). ✅ Top positions (subject to change): Cameco, Oklo, SPUT, UEC, NuScale, NexGen, etc. ✅ Flow drivers: restrictions on Russian uranium, Kazakhstan production guidance, Japan reactor restarts, among others. • This is a high‑volatility theme — quarterly/monthly returns can swing widely; risk management is central. ...