our market is enjoying a tremendous rise with a lot of good news.

Yesterday and today, our market is enjoying a tremendous rise with a lot of good news. Yesterday, we talked about separate taxation in favor. Today, the news seems to be that the 350 billion dollar investment in the U.S. will somehow be resolved. Given that all of our trade ministers are going to the U.S., including Bessent, the Korean government seems to have found a good idea.

Yesterday, semiconductor and nuclear stocks rose, and today’s automobile stocks are no joke. Recently, the futures options trading was said to be Trump’s variable, and fast follower tactics are better than position trading. After the market starts, we are giving two days of opportunities to position ourselves similar to or cheaper than the previous day’s closing price. What we need now is speed and courage. Of course, the thorough analysis of the market and the ability to interpret the global economy and political order are preemptive, but…

In terms of supply and demand, we have also blocked funds to real estate. I don’t know how much this money will come to the stock market, but money always has to run to a lake or sea where there is food. And if I do something clumsy just because I was reported to have an apartment in the frozen Seoul area, I would not be able to cut interest rates and would only be hit by the government’s blade. Yesterday, the government came up with a measure to tie the demand for real estate by wielding a blade. I know some vendors tried to manipulate the FOMO of the common people who have to buy their own homes by playing tricks, but no one follows me when I operate in a way that shows no stock performance. Even during the dot-com bubble, the wealth pie grew, and the money flowed back into real estate, and the semiconductor boom in 2017 caused real estate to jump again after 2018.

The way individuals increase their disposable income comes from the wages they earn from work, from their business income, or from the money that banks lend them. If the bank’s loans were inflated when the income remained the same, it would have burst one day, but I think it stopped it yesterday. We always know that it could become like Japan. If the stock market goes over 4,000, real estate prices will inevitably go up again. They’ll be flooded with disposable income and financial reserves. Investment is always the art of timing. As options and futures yesterday and today gave the timing….

When you play baseball as a child, you will see all the pitches thrown by real pitchers at bat one day and even look big. As such, yesterday and today are the markets where you can see pitchers’ pitches. I’m cleaning up the calls that I bought at a good price after the same issue. I always keep in mind too much of the call 515 and think that it will reduce transactions and reduce volatility, so I called it a day and solved some of the chatter without regret.

It’s hard to see the blue sky these days, but I’m so happy to see the sky today. By the way, horses are not gaining weight due to high blood pressure, but I’m the only one who keeps gaining weight, so I think I’ll really have to go on a diet. The pants I had last fall were too tight and I couldn’t breathe…