Participants in the asset market are now looking

Participants in the asset market are now looking at and investing in what they want to see as much as they know. With reports that the semiconductor big cycle could last until 2028 due to the revolution of AI, and demand for NAND flash, which seemed to stop production, has increased and prices have nearly quadrupled in a flash. Those who constantly invest in AI and semiconductors are excited, believing that the semiconductor kingdom will be solid for years.

On the other hand, the number of people who buy gold with extreme tension is also increasing as Trump talks about the second Civil War in the U.S. and the U.S. jumping into fire. With the astronomical debt and blatant YCC policy of the U.S., more and more people are anxious about the Trump administration’s step-off action to push down long-term interest rates and threaten FED to lower short-term interest rates, and eventually the dollar’s status will collapse. If so, the world’s central banks are scrambling to increase their purchases of gold, thinking that it is safe-haven gold.

Everyone knows that there is too much money released there and that his intention to continue to increase the money supply during the Trump administration is also buying gold as a hedge against inflation and the collapse of the foreign exchange market. The closing price of today in the United States has already hit 3892 dollars per ounce, and the era of $4,000 in gold will soon open. Just as bitcoin is a limited quantity because gold production is no longer available worldwide, the total amount of world gold is now set, so it seems that the race to secure limited assets faster has begun.

Other forces argue that since stocks are supply and demand anyway, if the U.S. blatantly lowers interest rates and increases the amount of money, the asset value will rise, and the growth of the AI industry, the future industry, will also be strong, so money prices will fall and asset values will inevitably rise. With real estate prices falling and stagnating, what is reliable is that the current blind faith in hot AI, semiconductor-related stocks and power-related stocks is almost religious.

Still, investors’ anxiety is increasing. Concerns that the collapse of the AI bubble will come in a day like a bunch of dogs due to concerns that it may be too high are also taking place in the minds of market participants. However, those who believe that only those who overcome anxiety and fear can win do not want to miss the opportunity of this bubble and continue to grow it bigger.

Only time will tell who gets it right. As Buffett said, people will be able to see who is swimming in the pool in the red. Just looking at the U.S. market on Wednesday, they are raising stock again as they expect that the U.S. shutdown will be resolved soon. Some say that since military service is scheduled to be held on May 15, if they don’t pay their salary, they will bring a gun, which will be resolved before then. Others say that Trump enjoys the shutdown because he intends to use it as an opportunity to fire government employees and postpone announcing economic indicators.

Someone has to sell to buy the market, and someone has to buy to sell. The price they think of, that is, BID and ASK, will depend on the future they see. Investment behavior will vary depending on what they see and how they interpret the same information. In this case, you will have to believe that the market is always right and pursue the trend, but buying gold, a hedge product, will also be the way to reduce the risk.

We are going to close for 8 days from tomorrow. It will not be strange what happens with Trump continuing his abnormal activities, unstable Europe, and endless wars. I don’t have to suffer from the U.S. market and the Japanese market during the holidays with a position on such a long-term vacation. The secret to a long-term vacation is to take only cash. Of course, no gold. Have a good long vacation and happy holiday!