As the U.S.-Iran conflict continues to lead to a truce, the Nasdaq and S&P indexes are hitting new highs due to good performance and increased investment. On top of that, the semiconductor index has been rising for 11 days due to the favorable factors of investment in semiconductors and increased demand, which are sensitive to us, and the Philadelphia index rose 2.7% yesterday, which is likely to soon exceed 10,000 points.
The blockade of Hormuz is both Iran’s best card and the weakest Achilles heel. If Iran does not sell crude oil, its economy, which had been sustained by oil exports, will collapse and it will be unable to provide its people with daily necessities. They will also lack the funds to continue the war. As Hormuz is blocked by the United States, crude oil storage facilities such as the island of Kharg will soon be full. However, in the worst case scenario, the valve must be switched off as crude oil will continue to gush out. The oil field will then become almost impossible to produce for five years.
Lockdown is one of the strategies of war since the Middle Ages. Blocking the castle makes it difficult to survive due to food shortages and infectious diseases. Of course, there is Leningrad (St. Petersburg) Sare, which lasted 872 days during World War II… After all, I thought Iran was the biggest hostage to block oil due to the blockade of Hormuz, but Iran’s Achilles heel, which requires all supplies, including oil, through this channel, seems to be becoming a self-destruct.
Furthermore, it is assumed that a dual-purpose material that can be used as a raw material for weapons manufacturing sent by China was discovered in the Tuska ship that was seized by the U.S. As a result, it is said that Xi Jinping urgently sought help from Saudi bin Salman. China has caught its weakness. Therefore, China must show that it has nothing to do with it. It would be best to act as a mediator after the end of the war by encouraging Iran and Morso. If even China abandons Iran, the war will not last long.
Ironically, the United States has lost control of the Strait of Hormuz even after sending three carriers, showing an increasingly tilted empire. The war is turning out to reveal all of their ideologies. It will also be embarrassing that the ongoing war has put even the stocks of missiles and other weapons at a close level to conducting a war. However, the conflict with Iran pushed up oil prices, and the U.S. dollar hegemony was unintentionally maintained. In the world, those who are lucky are the best over skills. Therefore, investments must be made…
Rising stock prices have led to rising real estate prices. Correlation is high. In addition, urgent sales are being made because multiple homeowners cannot borrow money from banks and they cannot extend the grace period for heavy transfer taxes. However, things such as jeonse and monthly rent are disappearing now. They are truly side effects. Therefore, apartment prices in Bundang and Dongtan, where most leases, especially those who go to Hynix and Samjeon, have risen, while low-priced apartments of less than 900 million won have risen. The Seoul Metropolitan Government’s survey of apartment prices in February shows data showing that prices have risen, contrary to what we had in mind. I wrote a column yesterday with this information…
It’s been a while since I’ve been here and writing, so it’s gotten longer. Today’s stock market is good. We’ll have to see if the market will overdo or be adjusted due to the expiration of options on Thursday, but thank you for the news that semiconductor demand continues to grow in the semiconductor republic… Hynix earnings announcement will come out soon… I’m running out of writing because I’m focused on buying and selling. Have a nice day, Anyway.