The thing that bothered me throughout the race was the grains of sand

“The thing that bothered me throughout the race was the grains of sand.” There are some extreme races called the Sahara Desert Marathon or the Marathon des Sables. They are the extreme marathon running 250 kilometers in a week in the Sahara. The initial quote was quoted as saying by the winner of the race. When reporters asked him what he found most challenging throughout the race, he replied, “Heat, thirst, muscle spasms,” and so on. But the answer was “sand grains.” If you’ve marched in the military or run a marathon, you know. If you have a grain of sand on your shoe, it really bothers you and you go crazy…

Trump is now suffering from this grain of sand, soybeans. Soybean producers in the Midwest, a Republican voting field and traditional Republican-backed area since before the Rust Belt, are very angry with Trump after China did not import them. China is a major importer of U.S. soybeans, and China is diverting its import lines to Latin America, including Brazil, in retaliation for tariff retaliation. If China does not import them ahead of the October harvest period, the soybeans will have to be rotted and discarded. China squeezes oil from the soybeans and uses the rest for pig feed.

I think the retaliation for tariffs would be grand, but it’s ironic that a small Soybean like a grain of sand from a marathon is a means of counterattack against U.S. tariffs. Politicians say that votes are the top priority, so if angry farmers don’t calm down the public sentiment, the Republican Party will struggle in next year’s midterm elections. China has many weapons against the U.S. because it is a rare earth, a rise, and crucially, the manufacturing industry is strong. And there is a nuclear weapons-grade means of selling U.S. government bonds as the worst means. We will be the same, so we expect that the investment in the U.S. will reflect our demands a lot.

Among businessmen, investors live a life of boundaries. It is the life and life of investors that are always at the crossroads of choice. The English expression “I’m at a crossroads” makes me feel more relevant, and I always think about which direction to go from the four streets. An option investor is someone who has to intuitively decide which direction to go from the four distances: call buying, call selling, put buying, and put selling. It is said that performers also play and sing intuitively as they practiced on stage. So do the option traders.

If you ride the edge well, you’ll go to the tapping point. I think the current semiconductor is passing the edge and going to the tapping point. In the era of Generative AI, we already need so many memory semiconductors, and the next step, the speed of data transmission between the GPU and the temporary storage memory, will determine the fate of the company. Since it’s not possible to only use HBM, we need to cross the next step, the boundary. So many people are looking forward to the revival of eSSD again. I think it’ll be fun to watch whether it’s NAND or HBM development. However, since I’m a liberal arts major, it may not be a correct explanation, so I recommend you to look for experts or related materials. People can see as much as they know. That’s all I know at the moment, so please refer to the writings of science experts…

The day before Lunar New Year’s Day is Magpie’s Day. Do you have a word to say about the day before Chuseok? Anyway, when my parents were alive, there was a time when I took a ride to my wife’s parents’ house to eat, and I enjoyed my own freedom. Now that they are both dead, and I am old, all we have to do is buy food for our family at home during the holidays, and then eat with our ancestors in honor of them. In the past, my house was a big house, and it was crowded with uncles and cousins. I miss those times sometimes. If I go back to those days, I will see my parents again. … Anyway, put down everything in the world and enjoy the richness and relaxation of Chuseok. 仲秋佳節.