지금 미국증시는
엔비디아를 가지고있는 사람과
없는 사람의 차이만 나타나는 장세다?
음 ㅋ 아무래도 가는애들만 더 가고
중소형주는 조정이 심하지까 이런말이 도는듯합니다
ㅡㅡㅡㅡㅡㅡㅡㅡㅡㅡㅡ
As I have said in the past article that the stock market is simply a divided market between the haves and have-nots, the world is the place for Nvidia. Human DNA seems to react and act in advance for survival. I think the phenomenon of leaning has now become a law for human DNA to respond. I think human DNA has changed to respond like that since COVID-19.
Just as real estate prices in New York and Manhattan are going to Gangnam in Korea, AI stocks, which are represented by Nvidia, are moving with their own league. I wrote in last week's article that Zuma is on the side, but the words that cannot run must be changed drastically. In terms of concentration and jargon, I think I will be eliminated if I don't adapt to the world of all kinds of bread.
The U.S. and Korean markets indexes are on the rise, but there are more stocks that fall out of listed companies as a whole. The Russell 2000 index of small and medium-sized enterprises (SMEs) doesn't look particularly good, and there are no stocks that we feel are good about except for semiconductors and automobiles. The lives of ordinary people are tight due to high prices and high interest rates, but those who have capital are now freely investing abroad and owning social wealth. It may be "winner takes all" to put it bluntly, but I think the world is in full bloom where the gap is growing even more.
After the Sherman and Clayton laws, which had torn up Standard Oil and Bell Company as monopolies in the U.S., ruled in the 1990s that the monopoly of Explorer, an MS Internet browser, was ambiguous and allowed the company's monopoly status extensively, today's big tech companies were born. A few years ago, Lina Khan, who became famous when she was a law school at Yale University and eventually became the chairman of the U.S. Federal Trade Commission, rejected the Amazon monopoly. However, despite enthusiastic support from people at the time, Amazon has so far expanded its market share without being sanctioned or punished by anti-trust laws. Industrial and economic ecosystems have now opened an era of monopoly survival 30 years after MS, not survival of the fittest, where winners survive depending on who elaborately monopolizes. Wealth concentration, since human society is a world where class and wealth concentration are eternal anyway.
The thing about the index game that I'm playing is that I'm sensitive to the movements of stocks with big market capitalization. Now that companies with big market capitalization have become dinosaurs, the movements of these companies are important. In our market, it's going to be Samsung Electronics and Hynix, and in the U.S., it's going to be Nvidia, Microsoft, and Apple. I think it's going to be a good way for my account to earn money, to think about how much more capital is concentrated than the loss of these companies, the exponential expansion of concentration. In the last two years in the United States, the FED has collected money through QT and interest rate hikes, but now that the Treasury Department has worked hard to release money, this is what's happening now, and if you lower interest rates, the wealth concentration of products that are on the rise from high up there and a small number of people will become even greater. Well, if I write this, it's going to turn off after that day. Anyway, the word concentration is hanging over my head these days. It's hot. Watch out for your health. And if you're bored, I'll come back again. ... Au revoir.
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