The Age of Great Conflict'... Get ready for the global rearmament

💥 'The Age of Great Conflict'... Get ready for the global rearmament / It seems that the era of peace is coming to an end. Cpi is a constant problem as well... Even war issues are continuing to emerge. It's hard. Wall Street seems to be selling out and running. Everyone shows a lot of strategies to endure... I think it's because they want to sell short.

In a shareholder letter this year, JPMorgan's Jamie Dimon, the Emperor of Wall Street, predicted that future government finances would spend heavily on "infrastructure spending" such as "global rearmament" and clean energy transitions, resulting in prolonged high interest rates.

Indeed, the conflict extends from Europe in Ukraine to the Middle East in Israel and Iran, and potentially to Asia in Taiwan. Russia and threats, in particular, and heavy military spending by China, are leading to an arms race between Europe and the United States.

This is the era of so-called global rearmament. Bloomberg suggests that military spending in major Western countries will go from 2% of GDP to 4% of the Cold War era. It introduces investment strategies in the environment (investment plans in the era of high-interest rates, top five defense companies, and three representative ETFs of defense companies) that the era of global rearmament will bring.

The 'magnificent 7' that I wrote yesterday and presented as an investment strategy in the era of high-interest rates is flying right away. 🫢As of today, the director is 100% exit

Previously, the director-general's proportion was less than 2%, so it had no impact, but the symbolic meaning coincidentally appeared after the general election. Looking at the results of the general election, the picture of the future direction of the peninsula became clear. Lee Jae-myungman managed to raise his fortune to avoid it, but that man was actually a Trojan horse planted by King Munjong. There is a degree in politics. ... You can choose the right side because you have to avoid the left side. If you live in a place like this, it's dangerous to keep assets in won except for real estate. The won is only for salary mining + mortgage repayment. The future of the peninsula is 1) no growth, 2) polarization, 3) leftward movement, and it only runs at that pace and the difference between who takes power. "If it works out really well," it will become like Italy today, and if it becomes like Mexico? I really respect those who still manage the director-general, who is becoming more and more difficult. I give up not in my capacity.