2022년 5월 15일 일요일

Focus on rising

 How should we pass the chaotic period when prices rise and interest rates rise?




Prices go up and interest rates go up.



We will judge what goes up and focus on what goes up.




It's not the hope, preference, or wish that I have



Build a position on products that lean on the rising structure.





1. Benefits of rising costs



The sector that continues to focus is the area that benefits from rising costs.



It's the industry of journalism, parts, chemistry, etc




It's not easy to maintain a positive perspective in a chaotic situation,



Since Trump, Q (volume of goods) has been on the floor due to "volume of goods that have been shrinking for recent years x demand that has been further dampened by COVID-19."


  : I don't know if it's okay to express it in Q, but it's a fundamental approach


  : See Seaborne Trade Volume / Growth



P also seems to have ended the supply of cheap Chinese goods (which seemed to last forever).




Q raised his head before P, and now he is looking at a situation where Q is maintained and P is going up further



So it is hoped that old-fashioned industries will rise from the bottom for a long time with both P and Q rising.




2. A sense of awe of survival, perseverance and tenacity



What I trust most about myself in my view is the awe of someone's grit.




19/20 The Crypto Market. 



They put everything into it to take root even in that cold atmosphere. I was in awe of the Crypto Pioneers



Now, despite that small demand, I am in awe of the equipment company that managed to manage the company and the team.


  : Those companies that have been bottoming out, cutting stakes to survive, to prepare for ESG





It could be like a hero story of a boy cartoon where he overcomes hardships and eventually achieves his goal



But if you think about it, the flow goes over once, 



I'm in awe of that grit to survive.



3. Labour



In addition, I think there will be a revaluation of labor and workers that create Output.

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