At the end of the market, the U.S. market rose to

At the end of the market, the U.S. market rose to a steady level as oil prices rose due to the news that Netanyahu said Iran’s nuclear development was impossible and missile production reached its limit, and that the war would soon end soon, and that Trump told Israel to stop attacking Iranian oil facilities at the U.S.-Japan summit.

What I was worried about was that Netanyahu would hit Iran’s gas-powered Kharg Island to avoid his legal problems. I believe Trump, who noticed this, prevented the worst of it. A military victory for the United States seems certain, but the question still remains how to loosen the passage of the Strait of Hormuz. It is practically impossible without the use of ground forces. And it seems that it will end by claiming that Iran maintained a theocratic system, and that the United States won each other because it devastated Iran’s nuclear and missile launch facilities.

Still, the Hormuz problem will remain an unresolved 未濟. Professor In Nam-sik’s writing about this was very helpful. It explains Egypt’s expansion of the Suez Canal rights due to the second Middle East war in 1956 and the Montreux Convention as an example. The Montreux Treaty is a 1936 international treaty that regulates the passage and navigation system of the Turkish strait (Bosporus and Dardanelles strait). The treaty returns control of the Turkish strait, a strategic point connecting the Black Sea to the Mediterranean Sea, and details the conditions for the passage of merchant ships and warships to Turkey. I thought that Iran, like the Montreux Treaty after the war with the United States, might choose to selectively pass Hormuz. A treaty agreement will be difficult because there are many Middle Eastern countries with Hormuz, but can’t Iran reject the Hormuz passage for its territory for political, military, economic or other reasons? I’m not a law major, so I don’t know well, but if it’s possible, Iran will benefit enormously from the actual victory of the war.

And if you quote a CNBC article today
‘Besides the worries surrounding oil prices, Boockvar believes the mounting concerns in both technology and private credit prior to the war will persist beyond it, meaning investors are going to have to be even “more discerning” with portfolio management moving forward, he added.’
“In addition to concerns about oil prices, Peter Bookbar thinks the growing problems in tech and private credit sectors from before the war will continue after the war,” he added. “This means investors will have to apply much more ‘difficult criteria’ in managing their portfolios going forward.”

It is predicted that the problems in the technology and private credit sectors will not disappear and continue even after the war is over. Therefore, investors are emphasizing that they should take a more “discriminatory” attitude when managing their portfolios in the future. And my personal opinion is that it is impossible for oil prices to fall to $65 immediately after the war ends, so we should always be wary of the specter of inflation. In any case, this discerning will be the keyword for stock investment in the future.

I’m thinking of replacing my stock market VIEW with the above. Today is the weekend on Spring Equinox and the day of BTS’ comeback D-1. Expectations for my daughter, who is an ARMY, are no joke. It’s infuriating to think of this great cultural resources and the ignorance of a woman in a cell suspected of sending export warriors to the army with personal resentment, but I hope your latte returns like the BTS comeback, and have a nice week………..