When you think about last Friday's TV debate,

2024. 7. 2. 15:00U.S. Economic Stock Market Outlook

"presumptive immunity," "presumptive immunity," in a word, Trump has been excused from breaking into Congress. Biden has lost his biggest weakness to attack Trump. Increasingly, it feels like the election is going in Trump's favor.

When you think about last Friday's TV debate, Biden responded to the question like a temporary memory loss, but unlike four years ago, cutting off the microphone when the other person was talking highlighted Biden's senility. Trump only stepped in and bit the other person's remarks as he did during the last debate, but this time, most of the lies were made, but it was true that he gave the impression of having a presidential press conference.

Perhaps, as Biden said today, the dark days began with a ruling that it was an indulgence. The world feels that there is a growing antipathy toward outsiders. The reason why the birth rate of advanced countries, including Korea, is falling below two is because I think the world's population is driven by the instruction of genetic factors that instinctively inform humans of safety and risk. If there is an unstable future like a baby boom after the war, wouldn't it be the same reason as production declines.

Looking at the futures options trading yesterday and today, anxiety seems to dominate the market. Long-term interest rates seem to have become a market issue again due to Trump's dominance rather than AI themes. I think the recession has made me more anxious about the stagflation, which is coming in with the recession than the effect of lowering interest rates. That's why I organized U.S. stocks.

There is still hope for AI. There should be more facility investment, but just as IBM, which protected the throne of large computers in the past in the AI industry seeking a huge AI factory, has collapsed after meeting PCs, I think we need to move from the pattern in which AI deals with problems by huge computers and people receive them using the cloud to the next stage that can be used in PCs and mobile phones that people use a lot. Technically, I have short knowledge because I am a liberal arts major, but I think I need to do so in order to expand my money-making in the future.

The options trade for an hour or so yesterday and today, giving all the volatility. I'm exhausted after an hour of burning. Age seems inevitable. Even if the intestines are moving, I'm spacing out because it's energy saving time. It's healing to hear the sound of rain and quiet streets. Of course, if there's a lot of rain, it'll cause a lot of damage, so I hope it gets down in moderation...

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