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1.Maybe it’s because I was trading nightly futures
Maybe it’s because I was trading nightly futures until 2 a.m. this morning, but my head is blank even when I wake up in the morning. Before going to bed, Nasdaq was down about 3%, but it recovered a lot and ended. AI stocks and semiconductor stocks were also fluctuating. The Philadelphia Semiconductor Index fell…
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U.S. stock markets, semiconductors soar on easing Middle East risks, mixed on WWDC disappointment and interest rate burden
06/08 U.S. stock markets, semiconductors soar on easing Middle East risks, mixed on WWDC disappointment and interest rate burden The U.S. stock market started higher as risk mitigation and price stability flowed in due to the Middle East’s declaration of the end of military operations before the start of the market and a slowdown in…
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Bitcoin Price and Expected Return
Bitcoin Price and Expected Return When we talk about bitcoin prices these days, everyone says this.Maybe it’s a taboo story here, so it’s about thinking inside and not talking.
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Bitcoin is currently falling.
Bitcoin is currently falling. But the important thing is that it’s not “the entire risky asset is collapsing.” Nasdaq technology stocks, especially AI semiconductors, data centers, power, cooling, and optical communications, remain strong. Bitcoin, on the other hand, continues to be relatively behind even though it is the same risky asset. This difference shows what…
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U.S. stock markets shift Nasdaq-focused higher after industry differentiation progresses amid surge in international oil prices
06/01 U.S. stock markets shift Nasdaq-focused higher after industry differentiation progresses amid surge in international oil prices The U.S. stock market started lower as uncertainties were highlighted as international oil prices surged more than 7% based on WTI and government bond rates rose due to the possibility of an end to the U.S.-Iran ceasefire. In…
