Latest Posts
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China Lowers GDP Growth Target: China’s Pivot to Quality
Uncover the hidden macro shockwave of China’s 5% growth target. Learn how deleveraging and the ‘New Economy’ pivot will impact global portfolios in 2026. Continue reading
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The Hidden Costs of the US-Iran War … Oil, Arms, and Macro
Explore the macroeconomic impacts of the US-Iran war, from surging WTI oil prices and weapons depletion to the combat performance of defense ETFs and the MSAM-II. Continue reading
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ITA vs. SHLD: The Defense ETF Showdown … Which ETF Wins?
Discover why the SHLD ETF is outperforming the traditional ITA ETF in the new era of global rearmament and defense tech. Read the full macro analysis. Continue reading
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Beyond Nukes: The Dawn of AI Warfare
Explore the geopolitical shift from the New START treaty collapse to the rise of AI warfare, and discover the macro investment implications for the global defense and semiconductor sectors. Continue reading
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MASGA Realized: Decoding America’s Maritime Action Plan
The White House’s new Maritime Action Plan marks the dawn of ‘MASGA.’ We decode the 4 pillars—including the controversial Universal Cargo Fee and the ‘Bridge Strategy’ for allies—and analyze their impact on inflation, defense stocks, and the global supply chain. Continue reading
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Space-based Data Centers : SpaceX-xAI, and NVIDIA
Elon Musk targets orbital data centers to bypass Earth’s energy limits. Integrating SpaceX, Tesla, and xAI with NVIDIA, this strategy represents the ultimate vertical integration for the future of off-planet computing. Continue reading
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Investment plan for sudden crises in North Korea; Views of Korean
Investment Strategies for Responding to Sudden Changes in North Korea from a South Korean Perspective North Korea is a highly closed-off nation. Having experienced the Korean War, South Koreans harbor deep distrust toward North Korea and must always be prepared… Continue reading
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About The Kairos
The Kairos is the news provider brand of THOTH Investment. Since 2015, THOTH Investment’s mission has been to provide economic and financial information for the public and offer ETF portfolios for stable asset growth. THOTH Investment is a licensed business… Continue reading
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Who will guard Canada?
F-35? JAS-39 Gripen? How about the KF-21 Boramae?“F-35, Golden Dome … Attractive but confusing”“Canadian patrol submarine project … Who will win?” As the world worries about war amid security concerns, Canada has also become increasingly focused on security issues. In… Continue reading
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Is Gold a Safe-haven asset?
“Gold investment reviewed from an alternative investment perspective … Suitable as an asset allocation strategy investment” Continue reading