📉 오늘 미국 주식은 왜 유독 다른 자산들과 달리 움직이고 있을까?

I think the honest answer is millions of Americans invest a portion of their paychecks every week and have been told (rightly so up until now, and maybe now too) the market will only go up over time and to keep going business as usual flowing money from every pay check into the stock market.

Apparently the Fed has been redeeming the Saudi’s treasuries. Apparently their whole government turns on a tribute system. This is money printing on the sly, much of it coming directly back to New York. When I watch them cashier my child’s future for their gluttony, I am filled with pride.

Because of earnings and the strength of buisiness models regardless of Macro noise. Anyways. How are you doing Mr. Bear.

Oof. Have a hard time calling Bitcoin an "asset." Technically it is, but it would be like calling dollar bills (currency) an asset. At least metals and treasury yields serve a purpose. Crypto has not been adopted by the masses yet and it's been around since 2009. And it's not really being used as it's intended purpose. Just look how quickly cell phone tech was adopted (about 7 to 12 yearsish?) Maybe it will become ubiquitous at some point, but in my opinion, something that was championed as disruptive, is taking a long time to fulfill its stated purpose: an alternative to government currency. Seems so strange to just hold it and speculate on it and pray for it to go up in price. It just seems at odds with its goal and I believe what's happening is actually hurting it's adoption.

I like a lot of people feel like if a major shipping lane is closed, energy costs are high ect. the consequences are coming. It's just a matter of time. Then I thought maybe AI hype, tech earnings and greed out weigh real world economic energy costs. But maybe the answer is a whole lot simpler than that. Oil prices are up and the United States is the worlds largest oil producer. Which by itself probably isn't good for the US economy. But when you consider how much foreign markets (particularity South Korea and Taiwan) were outpacing the S and P it's possible the United States wins by taking less of a hit than Asia. Last year as the market switched from open to post market (and retail had less impact on order flow) you could see institutions dumping money into Asian etfs. So maybe big American money is less excited about Asia and is dumping money into US stuff. Which mean the straight remaining closed might actually be good for the US.

Markets are forward looking. Oil shock is temporary, in 10-15 years (even in less than 3-4 years) it's gonna be a blip that nobody remembers. Look at the dips over the last decade and all the fear around them. Do you remember every one? Oil is going to be the same.