미시시시 상원 민주당 승리 44년만. 80년대 이후 이어진 공화당의 남부 석권에 거대한 균열 발생
Channel
삼성리서치 매크로 정성태
@samsung_macro
On this record: Topic · Growth · Engagement · What this channel posts · Posts · Posts edited after publishing · Citations · Cite this entry
8,547subscribers
+990 since we began measuring on 6 August 2026
Risers and fallers across the register · movement among entries of 3,162–10,000.
Register entry
| Telegram ID | -1001425475418 |
|---|---|
| Type | Channel |
| Username | @samsung_macro |
| Description | I’m back |
| Created | 21 October 2020 — measured — cross-checked against a third-party dataset (ext.tg_channel) |
| First recorded | 6 August 2026 |
| Last confirmed live | 9 November 2026 |
| Measurements held | 26 |
| Confirmed unchanged | 1 time, most recently 9 November 2026 |
| On Telegram | t.me/samsung_macro |
Topic
Other / unclassifiable — a classification, not a measurement. An on-box language model (Qwen3.6-35B-A3B-FP8, prompt version 1) read this channel’s own recent posts on 12 September 2026 and assigned it the closest of 31 fixed categories, at 90% confidence. This is a model’s judgement about what the channel is likely to be about, not a fact this register measured the way a subscriber count or a view count is measured — it can be revised on a later pass, and it carries no weight anywhere else on this page. How this classification works, and the other topics.
Growth
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 9 Nov 2026, 19:48 | 8,547 | +138 |
| 6 Nov 2026, 02:40 | 8,409 | +26 |
| 3 Nov 2026, 00:25 | 8,383 | +11 |
| 31 Oct 2026, 03:15 | 8,372 | +59 |
| 27 Oct 2026, 21:10 | 8,313 | +3 |
| 24 Oct 2026, 22:46 | 8,310 | +23 |
| 21 Oct 2026, 15:27 | 8,287 | +33 |
| 18 Oct 2026, 10:16 | 8,254 | +36 |
| 15 Oct 2026, 00:21 | 8,218 | +12 |
| 11 Oct 2026, 19:20 | 8,206 | +14 |
| 5 Oct 2026, 05:35 | 8,192 | +77 |
| 26 Sept 2026, 15:17 | 8,115 | +66 |
| 17 Sept 2026, 14:17 | 8,049 | +83 |
| 13 Sept 2026, 20:17 | 7,966 | +97 |
| 9 Sept 2026, 21:18 | 7,869 | +12 |
| 4 Sept 2026, 21:59 | 7,857 | +28 |
| 1 Sept 2026, 09:35 | 7,829 | +18 |
| 29 Aug 2026, 06:04 | 7,811 | +1 |
| 26 Aug 2026, 06:11 | 7,810 | +19 |
| 23 Aug 2026, 05:46 | 7,791 | first reading |
Engagement
128 posts held, back to 31 July 2026 — the reader has not yet reached the start of this channel’s public history, so older posts may sit further back, unread. Read across 36 pages of Telegram’s post history, 20 posts per page.
- ERR · 30 days
- 57.1%
- avg views ÷ 8,547 subscribers
- Avg views / post
- 4,880
- 38 posts measured
- Reaction rate
- —
- this channel exposes no reaction counts
- Posts in window
- 38
- of 128 held
ERR is average views per post over the last 30 days divided by subscribers, the definition TGStat uses, so this figure is comparable with the one you will see elsewhere. It falls structurally as a channel grows: a high ERR on a small channel and a low one on a large channel describe reach mathematics, not quality. We publish the figure and the sample it came from and pass no verdict on it.
ER is defined industry-wide as (forwards + reactions + comments) ÷ views — note the denominator is views, not subscribers. Telegram’s public web preview carries views and reactions but not forward or comment counts, so the reaction rate above is the reactions term only and is therefore a floor: the true ER for this channel is higher by an amount we have not measured and will not estimate.
| Window | Rolling 30 days · latest post in window 11 November 2026 |
|---|---|
| Posts held | 128 (31 July 2026 – 11 November 2026) |
| Views total | 185,541 |
| Reactions total | — |
| Forwards / comments | not exposed by the public surface — not measured, not estimated |
| Readings taken | 12 Nov 2026, 01:07 UTC |
Views are a single reading per post, taken at the time above. A post published in the last day or two is still accumulating views, which pulls the 30-day average down slightly. That is a property of the standard definition rather than a fault in it, so we keep the definition rather than “correcting” the number into something nobody can reproduce.
Precision. Telegram publishes view counts on its public widget in short form — 8.12K, 3.7M — so any reading at or above 1,000 reaches us rounded to three significant figures, and only counts below 1,000 are exact. Averages and rates derived from them are shown to the same precision rather than to the unit: a figure like 3,701,250 would assert digits nobody measured.
Reaction counts are published per emoji and rounded the same way, so a total below 1,000 is exact and a larger one is a sum that may carry a rounded component from each emoji above 1,000. Because it is a sum, it does not look rounded — read a large reaction total as three significant figures per contributing emoji rather than as the figure it prints.
What this channel posts
- Photos
- ≈1,290
- Links
- ≈27
Lifetime counters from Telegram’s own channel header, read 12 November 2026 — not the date at the top of this page, which is when the subscriber count was last read. A count marked ≈ was rounded by Telegram before we ever saw it — t.me prints these counters in full below 1,000 and to three significant figures above, so ≈142,000 means somewhere between 141,500 and 142,499.
Recent posts
Telegram’s own ‘edited’ marker: 16 of 38 posts held from the last 30 days (42.1%) carried it when this register last read them. The marker says a post was changed after publishing, not what it said before — this register holds the earlier wording only where an edit fell between two of its own reads (see the edit ledger and how it is measured).
“Buying a cyclical after several years of record earnings and when the P/E ratio has hit a low point is a proven method for losing half your money in a short period of time.” 피터 린치 책에 나온다고 하네요.
치솟는 미국의 의료보험 비용 고용주들이 보장범위를 줄이고, 지원금액도 줄이고, 심지어 보험을 제공하지 않는 추세라고… 물가 상승 및 재정지출 확대 요인으로 작용할 전망
SF Fed의 TFP update TFP나 가동율 기준 TFP 둘 다 3Q에 상승 다만 그림만 보면, 93년 전후와 현재가 비슷. 생산성 개선 폭발까지는 2년 남음?
AI 투자가 지속되기 위해서는 AI Lab의 높은 밸류이이션이 필요 다시 높아졌다는 점은 긍정적
11월 1-10일 수출 전년 대비 111.9%, 일평균 97.8% 반도체 331.2% wow 어째 증가율이 더 높아지는 모양새
10월 미국 CPI 예상과 달리 주거비는 다시 상승 추세로 반전되었고, 노동시장 개선과 노동공급 축소가 서비스 물가에 상방 압력을 가하는 징후도 나타나는 징후가 보임
중국 10월 수출입 수출 35.2%, 수입 41.6%
Ramp Ai에서 집계하는 기업의 token 지출. 가격 경쟁으로 증가율이 뚜렷하게 둔화
지난주 발표된 미국의 노동생산성 제조업은 0.3% 증가에 그쳤지만, 비농업 전체는 3.6% 증가 주의할 점은 자본 투자가 꽤나 증가해서 total factor productivity 향상은 1.7-1.8%로 추정 정확한 수치는 12월 SF Fed에서 분석해 줄 것임. 다만, 가동율을 감안한 tfp는 2분기 연속 -1%대. 3Q에 반등한다면, 기저 효과 영향이 클 듯 생산성에 변화 조짐이 있어 보이지만, 아직 통계에서는 나타나지 않음.
IMF의 China Article IV(거시 경제 리뷰) 기초재정 수지 (+). 과다부채로 인해 재정건전화(consolidation)에 접어들었다는 의미. 중국 재정 여력 고갈 수준. 부양 의지가 약한 게 아니라, 여유가 없다는 의미.
데이터 센터의 문제는 외부불경제의 전형적인 사례 데이터센터 소유자들은 전기, 물, 대기 등을 대량으로 소비하고 그 비용은 다른 주체들에게 전가 이 경우 전형적인 해법은 pigou tax, coase 해법. 세금을 부과하거나 재산권을 명확하게 하는 것임 문제는 어떤 경우에도 안 그래도 비싼 데이터센터가 더 비싸짐. 어떤 경우든 데이터 센터 건설은 줄어들게 된다는 거임.
Showing the 12 most recent of 128 posts we hold for @samsung_macro. View and reaction counts are the latest single reading for each post, not a live figure, and a recent post is still accumulating both. A view count marked ≈ was rounded by Telegram before we ever saw it — t.me prints views in full below 1,000 and to three significant figures above, so ≈1,200,000 means somewhere between 1,150,000 and 1,249,999. Unmarked counts are exact. Text is reproduced from the public post preview and truncated for length.
Posts edited after publishing
@samsung_macro edited 3 posts after it first published — the same permalink now carries different wording than the one this register originally read, caught because our own crawl held a copy of the earlier text.
An edit is not deception. Typo fixes, price updates and corrections look exactly like this too — this register can tell you the wording changed and when, not why. How this is measured.
- First edit seen
- 10 August 2026
- Most recent edit
- 5 November 2026
Forward network
Republished by
Channels on the register that have forwarded this channel's posts into their own feed.
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@updownstock · 851 post
Built only from forwarded posts we have actually read, on both sides. Coverage is early and deliberately incomplete: a missing link means we have not read the post that would prove it, never that the relationship does not exist. Counts are distinct forwarded posts observed, so they only ever go up as we read more.
Cite this entry
A live page changes as we take new readings, so a citation should name the measurement it is based on, not just the URL. The line below cites the subscriber count as measured 9 November 2026 — this entry's latest reading, not the date you are reading this.
“삼성리서치 매크로 정성태” (@samsung_macro), 8,547 subscribers as measured 9 November 2026. Telegram Register, tgregister.com/channel/samsung_macro.
Full measurement history, CC BY 4.0. Every reading this register holds for this entry, not just the latest one, as a dated, downloadable record: CSV · JSON. Free to use with attribution to tgregister.com. Each file carries its own generation timestamp, which is the figure to cite for exactly when the data was retrieved.