Palace Fund
Reports
- 2026-03-04 Pre-IPO AI Share Prices After the War Started — Anthropic, OpenAI, SpaceX secondaries before and after Operation Epic Fury
- 2026-03-03 USD/KRW Exchange Rate Predictions — Impact of the Iran war on the Korean won and wire timing
- 2026-03-02 What Are Other Funds Doing? — Iran crisis, market impact, who to watch
- Timeline: The First 72 Hours - Oil and the Strait of Hormuz - Gold and Safe Havens - Equities: What's Getting Hit - The Fed's Dilemma - Who to Watch and Why
- 2026-03-01 Korea Legal Tasks
- 2026-02-28 AI Value Chain
- 2026-02-27 United States and Israel Strike Iran
- 2026-02-26 Method
- 2026-02-25 Benefits
Thesis
- Korea Economy Is in Danger — Korea's layered leverage stack (bank debt -> margin -> 3x ETFs) mirrors Japan's 1989 peak; March 2026 crash as live stress test