Eighth time down the pile. No unifying idea has emerged and I’ve stopped expecting one. Proximity, again, is the whole method. Markets open on divergence: a note on why the KOSPI fell despite Samsung’s record quarter, a clean sell-the-news story where a 19-fold profit jump still couldn’t lift the index, beside a broader read on the memory shortage as an existential event for small electronics makers — not a margin hit but an extinction event for the firms underneath Apple and Microsoft.