The market reopened in a week
The market reopened in a week, when people are busy grasping various events, there is always confusion and opportunity. In the morning, I am betting on the confusion and organizing next week's investment direction, future economic and political situations. I am listening to classical music while feeling a little happiness for a moment while looking at the scenery outside the window where I can see India and trees and mini gardens that are sprinkled in the snow. Today is Schubert's birthday, a radio DJ says. Among the songs in "Winter Traveler," Der Lindenbaum" (Borisu) is played.
This week's topic was Deep Seek no matter what anyone said. In a calm AI lake, a Jjangdol named Deep Seek from China flew in. There are many pros and cons and there are strong likes and dislikes. Everything is a psychological reaction that people see when uncertain, and it will be sorted out someday. Anyway, Nvidia and other AI-related frogs suffered huge wounds from the rocks thrown by Deep Seek, and if it were a rock, all frogs would die. We need to follow the flow well.
It is certain that the number and extent of cuts in the U.S. interest rate will decrease despite Trump's coercion. Powell says that it is not important that the phrase "well settled" is missing from the Fed's announcement, but on the contrary, did he confess himself that inflation is holding back again? Only Mexico's 25 percent tariff was confirmed when Trump signed the treaty on Wednesday. Given the news that Trump strongly criticized the 2.5 percent general tariff mentioned by Treasury Secretary Bessent, it is rather reassuring to us that there is no common decision between the president and his staff yet, and we feel at odds with each other. We need time before the next administration.
The ceasefire between Israel and Hamas has gained peace in the Palestinian region, but Russia and Ukraine are still at war. As expected, as the U.S. has decreased, we hear news that the eastern front is gradually collapsing. Under this circumstance, Russia will continue to postpone Trump's proposal for an end to the war and a ceasefire because it can gain more land in Ukraine. It is obvious that Russia is trying to steal the land of the Muju Communist Party, and in addition, it is common for Russia to die after being kicked out of power after failing historically. I don't think Putin will miss this opportunity now that the Russian economy is in a bad shape.
Although the United States claims that it is for military reasons, it is vowing to somehow acquire Greenland for Hitoro. China and Russia will want this to happen if the real United States buys Greenland militarily or with money. This is because China's invasion of Taiwan and Russia's war in Ukraine will be justified, and the United States will no longer have a reason to disagree. I think the moment the United States takes Greenland will be the time for China to start the war on Taiwan. I believe the world may return to imperialism. Furthermore, if the United States actually controls Greenland and Canada, wouldn't a large swath of land speed up the path to isolationism????
I have a lot more to write about, but now... If the writing gets longer, it's boring for people to read too, anyway, it's weekend and holiday again, so have a nice weekend.