Investment & Tech Note @itechkoreallc
미국주식과 투자이야기 / 미주투 t.me/itechkorea New York, USA Joined December 2016-
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최근 주춤하고 있는 금. 더 오를 수 있을까요? 선진국에서의 금 ETF 자금 유입은 4년 만에 처음으로 플러스로 전환되었습니다. 여전히 그 규모는 이전과 비교해 낮은 수준입니다. 중앙은행의 금 매입과 ETF로의 자금 유입세를 감안하면 여전히 금 랠리는 계속될 가능성이 높아 보입니다. #금투자
최근 주춤하고 있는 금. 더 오를 수 있을까요? 선진국에서의 금 ETF 자금 유입은 4년 만에 처음으로 플러스로 전환되었습니다. 여전히 그 규모는 이전과 비교해 낮은 수준입니다. 중앙은행의 금 매입과 ETF로의 자금 유입세를 감안하면 여전히 금 랠리는 계속될 가능성이 높아 보입니다. #금투자
블룸버그에 따르면 중국의 미국 아이폰 및 휴대폰 부품 수출은 올해들어 14년 만에 최저치로 하락했습니다. 하지만 반대로 인도에 대한 수출은 전년 대비 3배에 가까운 수준으로 증가했죠. 결국 관세전쟁은 중국의 우회 수출 경로만 더 늘려주고 있는 셈입니다. #관세전쟁
미국의 봄 부동산 경기 시작이 안좋다. 팬데믹 이후 계약건수가 가장 낮은 수준으로 떨어짐. 이때를 제외해도 서브프라임 사태 이후 시장이 가장 안 좋았던 수준으로 하락. 그래도 가격은 계속 오르니 이게 문제.
미국의 봄 부동산 경기 시작이 안좋다. 팬데믹 이후 계약건수가 가장 낮은 수준으로 떨어짐. 이때를 제외해도 서브프라임 사태 이후 시장이 가장 안 좋았던 수준으로 하락. 그래도 가격은 계속 오르니 이게 문제.
좋은 포인트. 200일을 관통하는 갭은 아직 그대로 열려있는 상황. 단기적으로 이 레벨인 5700까지의 풀백 가능성을 열어둬야 할것.
첫 집 주택 구매자 비율이 사상 최대수준으로 하락함. ㅋㅋ 누가 지금 살수 있겠냐?
미 장기채 ETF TLT에 대한 공매도가 사상 최고수준으로 폭등. 이 때가 저점일 가능성 높음. 매수 드감.
빅숏의 주인공 마이클 버리, 1분기 포트폴리오 에스티 로더만 남기고 전량 처분하고 모조리 숏으로 전환. 참 대단한 사람이다.. 수천불 숏 치는것도 쫄리는데 수억불 숏 치는 기분은 어떨까?
빅숏의 주인공 마이클 버리, 1분기 포트폴리오 에스티 로더만 남기고 전량 처분하고 모조리 숏으로 전환. 참 대단한 사람이다.. 수천불 숏 치는것도 쫄리는데 수억불 숏 치는 기분은 어떨까?
🤔 기술 혁신에만 투자할 수 있다면? 📊 미국 전체 시장에 단 0.03% 수수료로 투자 가능하다면? 🌍 글로벌 9000개 기업에 자동 분산이 가능하다면? 💵 매달 배당이 들어오고, 성장률도 챙긴다면? themiilk.com/articles/ad39b…

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