The market could have become

1.
The market could have become more difficult following inflation indicators in the last two days, when the demographic has saved stocks and bond markets around the world.
It's amazing how you can get this right every time at an inflection point.
On the one hand, I think he is truly great to post videos every day regardless of being constantly ridiculed.  

Maybe this first half of honey memes will help him gain recognition = views = revenue, but it's hard to do without a really strong wick. I feel like I should follow suit.

​2.
Thanks to Min-gu, most of our ports have rebounded and the No. 1 stock in proportion has steadily reached an all-time high, and the return on rap has also slightly exceeded the highest level again.
Maybe I'll see other stocks take turns breaking new highs tonight, but I hope the balance will level up again.

​3.
Half of January is already over,
The U.S. index is barely +1% thanks to last night's surge, while the bureau is outperforming at 4% to 5%.

Both the hairdresser and the director general are in the process of burglary, which is focused on supply and demand, in a sector that was weak last year.  
First of all, the tankers and energy were the strongest in misei.

During his tenure, Baon was worried that oil prices would rise, and he did not properly sanction Russia and Iran.
However, whether he is trying to feed his successor big syrup, or sanctioned a Russian ship two weeks before his retirement, causing tankers to surge in anger, and oil prices are rising day after day.

The tanker rose from the heel of the P/NAV band to the waist in an instant.
If this freight rate continues to be maintained and used prices rise again, it is likely to be more upside.
However, if Twang, who will take office next week, releases sanctions with a negotiation card for the end of the war in Ukraine, there is a risk of returning to Korea.

4.
And tech stocks with a high proportion of legacy stocks, which have been weak in the past, have rebounded strongly.
Business is still sluggish, but it's already reflected in the stock price, and the market seems to be thinking, 'Is there anything worse here?' I think I'm expecting it to turn around in the second quarter, but I hope I don't follow the same path as last year..

On the other hand, AI-related tech stocks were adjusted due to Baon's announcement of additional AI export regulations to China and rumors of delays in Nvidia Blackwell chip shipments.

The pattern of rebounding by denying rumors is repeated, and at this point, I wonder who wants to buy cheaply and spread rumors. It's annoying to the holder, but it's a good buying opportunity for new customers.

​5.
The director of the bureau is in a narrative market.
Among them, robots and glass substrate themes were the strongest.
The entire theme of the robot burned down thanks to Samjeon's acquisition of Rainbow, but will there be a robot owner who performs properly?

Glass substrates also soared due to Chairman Choi's words, but is there a place that can perform meaningfully like robots?

Secondary batteries, which fell constantly last year, also rebounded thanks to Tesla, but will the performance improve?
Pharmaceutical/Bio has not been able to go due to interest rate concerns, so isn't it Jebba Day today?
(But actually, what does interest rate have to do with it lol)
The KOSDAQ PER is 120 times the highest in history.

Even if the index plummeted last year, it is still the most expensive in the global index because the top-tier stocks are in the red.

How long can this multiplex be maintained?

6.
Among the sectors with performance, shipbuilding, fitting, and wires were the strongest.

Shipbuilding and fitting states got the Trump narrative right.
As used in lettering, the total market capitalization of the shipbuilding sector has already far exceeded the peak in 2007.
But the performance was only half as good at the time.

Although the back price is lower and the exchange rate is higher than then, the value is already higher than it reflects this.
MRO is less profitable, LNG has been pulled a lot, but its narrative power is powerful.
Isn't this the charm of the director?
Long live the population type, Bowhasa, director general, and beauty