이제는 다우 나스닥 반등점?

Yesterday, the U.S. market Nasdaq fell for six consecutive days, and now it's entering a period where there might be a rebound. After the panic cell comes out, the rebound comes out. Looking at the situation of mutual retaliation between Iran and Israel, the words that come to mind are expiry, digest, limited, mute and still sticky.

다음주 빅테크 메가테크 종목들의 실적발표가 줄줄이 대기중인데

얼마나 실적이 잘 나오느냐 따라서 주가방향성이 완전히 달라질듯합니다

지옥으로 가는가... 아니면 대반등으로 우상향추세 전환을 하는가? 확실하게 보여지겠지요!

I think the fact that Super Micro Computer, an AI-related stock that can have a direct impact on our market, fell more than 23%, and Nvidia's 10% decline was caused by concerns about soaring stocks and a sense of collective destruction doubled when it met the expiration date of futures options. However, it is comforting to us that the crisis in commercial real estate in the U.S. rose due to the perception that banks had made enough contributions, and the Dow closed slightly higher.

The best topic of conversation yesterday would be geopolitical risks and Israel's retaliatory attacks on Iran. I still feel relieved that the mutual retaliation attacks are limited in that they act while adhering to the principles of engagement. I think we have calmed down our emotions by only attacking each other's airbase where the attacks began. We should abide by the principles of "an eye for an eye, a tooth for a tooth" in the Hammurabi Code that we talked about before. Everyone in the world would now expect a mute from the leaders of Iran and Israel. Peace in the Middle East...

And it still feels like the sticky infra is delaying rate cuts and reducing the number of times. The doves are constantly telling the media that they will cut interest rates at least twice this year, but consumption is rather increasing due to non-stop wages, and the number of housing starts has been delayed due to geopolitical effects, so the lant ratio is not falling. (Micook Baby)

When I hear the word sticky used by Powell, I mean that the government should create demand because Keynes' demand does not revive and increases supply does not lead to sticky demand. The problem is that prices of agricultural and fishery products due to climate change do not fall due to stickyness, and money does not flow sticky, especially to real estate where we can save domestic demand at high interest rates.

The foot, which was sold yesterday as if it were touching a blind elephant, killed two birds with one stone as it coincided with Israel's attack on Iran and the situation where he had to go out in the afternoon. The fact that I was able to organize my position at the highest point in the morning is another painful reminder that investment is all about luck.

It is said that Western philosophy and science began with Descartes, developed by Newton, and culminated in Einstein. I think philosophy is the study of constantly denying and confirming one's existence. I think Descartes defined his existence with "Cogito, ergo sum" that means "I think it exists." It's sad to see friends who are retired but are still obsessed with their past status and lose their presence because they continue to believe that status and money can represent them. But I still believe that the reason for their existence lies in their continued thinking. Retiring Bay Boomers, "Cogito ergo hide"....