What’s interesting about stocks is that they’re not that different from our lives.

What’s interesting about stocks is that they’re not that different from our lives.

In the meantime, the effect of market response through investment strategies has not been significant due to excessive concentration of a small number of large U.S. technologies. It was a time when there was no need to worry about the market.

However, from now on, the wisdom of strategy and tactics is paramount. Of course, we must also pay attention to Region allocation outside of the United States.

That doesn’t mean the end of the market driven by U.S. big tech and AI semiconductors.

However, excessive concentration and prior expectations toward a small number of business groups should be found appropriately through healthy adjustments.

On the other hand, small and medium-sized value stocks, which have been crushed so far, will show interest rate cuts and fill the yield gap in the outlook for earnings turnaround. As the period of alienation has been long, the reaction will also be intense.

This cycle is the idea that if you interpret the meaning of short covering too proactive, you can miss out on pretty good prey.

Usually, unlike large tech, U.S. SMEs have poor performance stability and poor credit due to their large debt ratio, so they raise funds through middle market loans focused on variable interest rates.

Businesses are doomed in the recent years in a high-interest-rate, high-price environment. If that’s the case, given price stability, falling interest rates and favorable employment conditions in the future, it suggests that the time to improve fundamentals is imminent.

The performance outlook for the S&P Small Cap 600 index is also set to turn around this year.

At this point, it’s time to increase volatility and price adjustments for big tech.

We have to go together for a long time.