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홍차넷
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Warning: Use of undefined constant is_admin - assumed 'is_admin' (this will throw an Error in a future version of PHP) in /home/redtea/html/zero_header.php on line 269
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주식
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- 주식이야기를 자유롭게
- 코인이야기도 해도 됨
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현시점 미국의 경제는 불황이 맞다고 생각합니다.
고금리로 물가는 치솟은 상태고, 고용지수 자체는 건실하다지만 정작 고임금 직장은 잇따른 해고로 일자리 자체가 사라진 상태입니다.
이 여파가 옆나라인 캐나다로까지 번져서 지금 캐나다는 전반적으로 곡소리가 나오는 상태입니다. 금리연동으로 물가상승 수준은 비슷한데 생산력은 없으니 몇배로 쳐맞는 실정이죠.
근데 정작 미장 흐름은 역대급으로 좋습니다. 이게 곰곰히 생각해보면 NVDA빨인거 같습니다. 이런 시기에 혼자 역대급 실적을 또다시 기록하며 캐리중입니다. 아에 말이 안되는것은 아닌게 NVDA에 연동된 상품들 또한 같이 올라버리니 전체적인 지수는 오를수 밖에 없죠.
개인적으로는 이제 곧 하락이 있을거라 생각하고 현금으로 들고 있는 상태입니다만, NVDA때문에 내가 틀린건가? 하고 혼란스러운 중입니다. 실제로 뉴스를 봐도 몇몇 투자자들은 하락 베팅을 시작한 것으로 알려졌는데 그들도 당황중이라는군요.
그리고 그 원인도 NVDA 같습니다. 얘만 꺾이면 하락이 맞는데 얘가 역대급으로 실적기록을 갱신중이니 아직은 하락이 아니구나~ 하고 여전히 상승세가 유지중입니다. 오늘도 몇번이나 다시 타야하나 나만 또 멈춘거 아닌가 심란합니다.
뭐라도 사볼까 하는 생각에 좀 둘러봤는데 제 포트폴리오 안에서는 모두 달리는 마차들인지라 올라타기에는 영 손이 안갑니다.
그렇다고 테슬라? 리튬 원자재?....미대선전까지는 홀딩하기로 결정내린거라 외면하려구요.
고금리로 물가는 치솟은 상태고, 고용지수 자체는 건실하다지만 정작 고임금 직장은 잇따른 해고로 일자리 자체가 사라진 상태입니다.
이 여파가 옆나라인 캐나다로까지 번져서 지금 캐나다는 전반적으로 곡소리가 나오는 상태입니다. 금리연동으로 물가상승 수준은 비슷한데 생산력은 없으니 몇배로 쳐맞는 실정이죠.
근데 정작 미장 흐름은 역대급으로 좋습니다. 이게 곰곰히 생각해보면 NVDA빨인거 같습니다. 이런 시기에 혼자 역대급 실적을 또다시 기록하며 캐리중입니다. 아에 말이 안되는것은 아닌게 NVDA에 연동된 상품들 또한 같이 올라버리니 전체적인 지수는 오를수 밖에 없죠.
개인적으로는 이제 곧 하락이 있을거라 생각하고 현금으로 들고 있는 상태입니다만, NVDA때문에 내가 틀린건가? 하고 혼란스러운 중입니다. 실제로 뉴스를 봐도 몇몇 투자자들은 하락 베팅을 시작한 것으로 알려졌는데 그들도 당황중이라는군요.
그리고 그 원인도 NVDA 같습니다. 얘만 꺾이면 하락이 맞는데 얘가 역대급으로 실적기록을 갱신중이니 아직은 하락이 아니구나~ 하고 여전히 상승세가 유지중입니다. 오늘도 몇번이나 다시 타야하나 나만 또 멈춘거 아닌가 심란합니다.
뭐라도 사볼까 하는 생각에 좀 둘러봤는데 제 포트폴리오 안에서는 모두 달리는 마차들인지라 올라타기에는 영 손이 안갑니다.
그렇다고 테슬라? 리튬 원자재?....미대선전까지는 홀딩하기로 결정내린거라 외면하려구요.
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0
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9
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37884 class="iam-cmt" style="display:none;"> Warning: Use of undefined constant no - assumed 'no' (this will throw an Error in a future version of PHP) in /home/redtea/html/a_skin/tm/view_comment.php on line 68
37884 class='vcm '>
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37884'>
오디너리안
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24/05/29 14:54
37884>삭제 주소복사
Warning: Use of undefined constant level - assumed 'level' (this will throw an Error in a future version of PHP) in /home/redtea/html/a_skin/tm/view_comment.php on line 153
사실상 저는 주식타이밍을 맞추려는건 어리석은 짓이 맞다고 봅니다. 그냥 괜찮은(맘에 드는) etf 하나 사서 기다리는게 상책이라 생각하읍니다.
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37884>
37884>
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37885 class="iam-cmt" style="display:none;"> Warning: Use of undefined constant no - assumed 'no' (this will throw an Error in a future version of PHP) in /home/redtea/html/a_skin/tm/view_comment.php on line 68
37885 class='vcm '>
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37885'>
동네주방장
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24/05/29 15:07
37885>삭제 주소복사
Warning: Use of undefined constant level - assumed 'level' (this will throw an Error in a future version of PHP) in /home/redtea/html/a_skin/tm/view_comment.php on line 153
그 기다림이 1년이 넘어가는 상황을 몇번 겪어보니 타이밍은 재야겄다 싶더군요...
이게저는 기계적 매수/매도로 차익 실현을 하는게 투자 원칙이라 그렇습니다. 10년이상을 바라보는 투자방식은 지양하는 편입니다 흐.
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1
이게저는 기계적 매수/매도로 차익 실현을 하는게 투자 원칙이라 그렇습니다. 10년이상을 바라보는 투자방식은 지양하는 편입니다 흐.
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1
