We don't play in the options market on Friday, but

We don't play in the options market on Friday, but we have a short hit and run of Monday maturity options, which we don't do well in today's market. Yesterday's U.S. market, as you all know, as soon as we were confident about a rate cut due to the fall of the CPI, we realized the profit in a good way, and in a bad way, we changed words, and the Nasdaq fell out significantly. Tesla did use a dump...

They must have thought that if interest rates fall, the stock investment spectrum could widen. Seeing that the Russell Index has gone up... The money is released in the U.S. anyway, and it's coming in from foreign countries, including Korea. That's how the U.S. market looks like, but we are a semiconductor republic. If AI and AI-related stocks, especially semiconductors, have led the market for years, when the U.S. AI and semiconductor stocks are being adjusted, the KOSPI, which has only begun to rise, could be clogged up again by semiconductor stocks. It's like a double-edged sword.

We need to kill them to see if the investment pattern in the U.S. market has changed due to the expected decline in interest rates. And when the dollar begins to weaken, money sometimes leaves the U.S. and goes to emerging, so we also need to pay close attention to this. The yen's backlog to 158 is probably an intervention, but we also need to see the yen's movement. Even if interest rates rise or fall, I'm worried. His market is always cheeky and annoying because he has to make macro's interpretation timely.

It's hot during the day because the rainy season is in a lull for a while. Especially in the late afternoon. I feel very tired. Pechin, take care of your health, promote your stamina, and have a good weekend. ̀ bientot!