● Gold-Plunge-Shock-Reason
Global Economic Cycle, Really Over? Remaining Variables and Everything About Gold Price Outlook
In this article, we will comprehensively summarize all the important issues in chronological order, including:
‘Where is the end of the current economic cycle?’,
‘What is the basis for the real bull market that will burst after the correction?’,
‘Why do the actions of each central bank determine this rise?’,
and ‘Where can the actual gold price reach in the future?’
While reading this article, you will be able to grasp the current global economic trends, investment strategies, and the shift in the hegemony of the dollar and gold at once.
1. Current Location of the Global Economic Cycle
– People are wondering if the recent economic cycle is in its final phase, but it is not over yet.
– The ‘excess liquidity’ created after the 2020 pandemic has driven a surge in real and financial assets such as stocks and real estate for a while.
– Since then, the interest rate hikes and quantitative tightening (QT) policies of each central bank have created a correction phase.
– However, it is a kind of breathing time before a strong decline or ‘end’ comes.
– The scenario of the end of the existing cycle → correction process → re-rise phase is likely.
– Looking at key economic indicators such as current performance, cash flow, consumption, and employment indicators, the rate of increase in the last two years is faster and stronger than the growth in the previous five years.
– In reality, we can expect a larger cycle of rise after the correction.
2. The Essence of the Real ‘Bull Market’ That Investors Will Face After the Correction
– Asset prices, especially gold and stocks, have performed stronger in the last two years than in the previous five years.
– This is due to liquidity in the market, policy signals, and global migration (asset movement).
– If investors/institutions in each country re-enter in earnest after the correction, completely different ripple effects can occur.
– Inflationary pressures, supply chain issues, and geopolitical risks contain the possibility of another ‘surge’.
– Investors need a different approach from existing patterns.
3. The Decisive Reason Central Banks Are Moving from the Era of the Dollar to Gold
– Recently, almost all ‘central banks’ in the United States, China, Europe, etc. are moving to buy ‘gold’ instead of holding dollars.
– This phenomenon is not simply for diversification, but due to uncertainty about the dollar and global de-dollarization movements.
– Non-dollar blocs such as Russia and China are reducing the proportion of the dollar in commodity settlements and trade, making ‘gold’ a rapidly emerging alternative asset.
– Policy risks, sanctions concerns, currency instability, and increased geopolitical tensions in the United States are stimulating the gold buying spree of major countries’ central banks.
– Even if the US Federal Reserve turns to interest rate cuts in the future, the preference trend for alternative assets such as gold is likely to continue.
4. The Last of the Remaining Rising Cycle, Where Will the Gold Price Go?
– The rise in gold prices so far is unusual, but the ‘end of this rising cycle’ may see rough waves.
– The rate and width of the rise in the last two years have been much larger and steeper than in the previous five years.
– Driven by global leverage, fear sentiment, and the concentration of alternative assets, the gold price may reach ‘over $00 (each reader can imagine the desired target)’.
– Experts see the $2,500 to $3,000 range or higher as a possible zone.
– From an investor’s point of view, we need to seek fundamental changes in asset allocation strategies during the global economic transition.
5. Investment Strategy and Future Scenario: Narrative and Risk Check
– From a long-term perspective of the economic cycle, it is necessary to observe several mega-trends such as structural inflation, central bank policy, and geopolitical stagflation.
– Along with the core direction of gold and the dollar, attention should be paid to the ‘trend transition’ of major global assets such as bonds and stocks.
– Monitoring various policy changes and the flow of interest rates, exchange rates, and commodity markets in major countries around the world also makes risk response easier.
– From now on, the key is to discover ‘the factors that lead mega-trends, not the market’.
– Key keywords such as ‘global economy’, ‘asset allocation’, ‘dollar weakness’, ‘geopolitical crisis’, and ‘gold price outlook’ should always be kept in mind.
This global economic cycle is not over yet.
A stronger bull market may come after the correction.
The trend of central banks in each country moving from the dollar to gold is accelerating.
Gold prices are likely to rise sharply in the last cycle.
Investment needs to respond flexibly to mega-trends, macro policies, and geopolitical variables.
Global Economic Cycle Over? Gold Price Outlook and Central Bank Behavior Change
Where is the Global Economic Cycle Now?
After the pandemic in 2020, asset prices were super strong, and there are still interest rate hikes and liquidity adjustment phases left.
Market key indicators, the cycle in the last two years is stronger than the previous five years’ rise.
The decline is not over yet.
The Essence of the Bull Market After the Correction
Investment sentiment is still strong due to the influence of policy, liquidity, and asset movement.
In the midst of inflation and supply chain risks, there is still room for another surge.
Why Central Banks Are Concentrating on Gold Purchases
Uncertainty in the dollar hegemony and preference for alternative assets are continuing to expand the proportion of gold.
Geopolitical and monetary policy risks support the trend of central bank gold purchases.
Gold Price Outlook
There is sufficient room for further gains to $2,500 to $3,000 (or higher).
Rough waves are expected in the last cycle.
Investment Strategy and Key Keywords
Global economy, asset allocation, dollar weakness, gold price outlook, geopolitical crisis
Flexible portfolio strategy reflecting market conditions is essential.
[Related Articles…]
- 2024 Gold Price Outlook and Global Asset Portfolio Strategy
- Report on Changes in Gold Purchase Patterns of Central Banks
*YouTube Source: [달란트투자]
– 지금 금값 떨어진 진짜 이유. 곧 놀라 뒤집어질 일 터진다|조규원 대표 2부

● Tesla: Disruption, Innovation, Dominance
Tesla’s Game-Changing Vehicle Safety: Truth Revealed in Tank Experiment
Initial Issue: 30-Ton Tank and Vehicle Safety Debate
It is said that there was an unprecedented experiment in which a real 30-ton tank passed over a Tesla Model 3.
This experiment, which seemed like just an attempt to destroy the vehicle, actually provided evidence of Tesla’s safety.
This article covers key content such as ▲differences in safety structures between Tesla and other cars ▲strengths revealed in the experiment ▲actual data-based mortality rate comparisons.
In particular, we will focus on Tesla’s survival structure and how superior it is compared to other entry-level cars in the same class, contrary to vehicle price and image.
Experiment Results: Why Tesla Model 3 Survived
The fact that the interior space of the vehicle was maintained to a certain level even after a 30-ton tank drove over the Tesla vehicle was a major shock to the industry.
This is the opposite of the result of general vehicles being crumpled like paper in similar experiments.
The fundamental reasons why the Tesla body was able to maintain rigidity are as follows.
Tesla’s Unique Body Design Structure
– The main structure of the body is made of high-strength steel + aluminum composite material.
– The tempered glass used in the roof is not just a design element, but also involved in actual shock absorption.
– The large battery pack placed flat on the floor greatly lowers the vehicle’s center of gravity.
– Thanks to the weight distribution structure and load-bearing reinforcement design, the occupant space is protected even in the event of an upper impact.
Tesla’s Unique Impact Response Safety System
– There are safety devices that maximize the survival probability of occupants in actual accidents such as rollovers and falling object collisions.
– The impact energy dispersion design and frame structure make it possible to suppress rapid deformation of the vehicle.
– Tesla’s accident survival structure is also proven by data from the US NHTSA (National Highway Traffic Safety Administration).
Comparative Experiment with Other Vehicles: Realistic Difference
– There are many cases in which most of the interior space was lost in upper collision experiments in the same class of vehicles such as Japanese mid-size sedans, compact cars, and popular North American pickup trucks.
– In fact, a large number of deaths in vehicle rollover and superstructure collapse accidents in the United States from 2018 to 2023 were attributed to ‘superstructure collapse’ and ‘suffocation and bone compression’.
– Tesla Model 3 is an entry-level mid-size sedan, but there are many cases where it has recorded a much higher safety index than the regulatory standards.
What the Tank Experiment Means: Gap Between Image and Reality
– Tesla has a ‘high-priced and fragile’ image, but in reality, it has a much higher level of safety compared to its class.
– The tank experiment, which was prepared with a critical perspective, became a reverse case that proves Tesla’s innovation.
– It shows that vehicle safety should be evaluated based on actual data and experimental results, not preconceptions.
Key Summary and Implications
– Tesla has vehicle safety that is enough to change the landscape of the industry.
– Impact experiment data and actual accident statistics all support its reliability.
– Compared to entry-level vehicles in the same class, the survivability and body reinforcement structure of the Tesla Model 3 show a remarkable advantage.
– Top SEO search keywords such as “vehicle safety”, “electric vehicle technology”, “high-strength body”, “tempered glass”, and “survival structure” are essential to describing the Tesla Model 3.
< Summary >
The Tesla Model 3 shows a high body rigidity that protects the interior even in a 30-ton tank collision experiment.
The experiment, which started with a critical intention, rather became a case of proving Tesla’s safety.
It has a much better survival structure than other vehicles in the same class in rollovers and upper collisions due to high-strength materials, battery placement, and load distribution design.
US traffic safety data also proves Tesla’s excellent occupant protection.
[Related Articles…]
- Tesla, a new era of electric vehicle safety
- Innovation in survival structure based on vehicle accident data
*YouTube Source: [오늘의 테슬라 뉴스]
– 테슬라는 왜 다를까? #automobile #elonmusk #tesla #뉴스 #elonmusk #뉴스 #테슬라

● K-TSMC, Stock Explosion Incoming
Czech Nuclear Power Plant Bid: KEPCO TEAM KOREA vs. French EDF, How Will It Unfold?
In this article:
- The reasons for objection officially stated by the President of Czech Nuclear Power Company
- Comparison of actual proposal conditions of KEPCO (TEAM KOREA) and French EDF
- Expected changes in the global nuclear power market this year, next year, and by 2027
- Explosive growth potential and strategies for the Small Modular Reactor (SMR) market
- Prospects for the domestic and U.S. stock markets in this trend
All summarized easily at once. In short, you can grasp the current state of the global nuclear power bidding war in chronological order and context at a glance.
1. Official Position of Czech Nuclear Power Company
– President's Declaration of Objection
The President of Czech Nuclear Power Company (CEZ) officially stated, "We will file an objection to French EDF's injunction application."
This is due to the confidence that KEPCO TEAM KOREA's proposal is "incomparably superior" to that of French EDF.
Internally, after meticulously analyzing the conditions hundreds and thousands of times, the conclusion is that KEPCO is ahead in terms of economic feasibility and technology.
From the French perspective, they are trying to shake up the bidding war landscape through legal objections, but the Czech perspective views it as merely a procedural time-wasting tactic.
2. KEPCO TEAM KOREA vs. French EDF: Comparison of Bid Conditions
– Price and Economic Feasibility
KEPCO: Presents competitive prices and stable project financial structure.
French EDF: Often evaluated as disadvantaged in terms of price and financing.
– Technology/Construction Period
KEPCO: Strong in technology transfer and quality control with continuous nuclear power plant completion experience in Korea.
French EDF: Numerous cases of recent nuclear power plant projects in Europe being delayed.
– Project Management/Risk
KEPCO: Increased credibility based on recent overseas bidding successes (Egypt, etc.).
French EDF: Highlighted risks such as project budget overruns, schedule delays, and national policy uncertainties.
3. KEPCO Order Backlog and Market Outlook (2024~2027)
– 2024 Order Backlog
KEPCO's nuclear power plant order backlog is expected to grow to 15 trillion won this year.
With numerous new and supplementary contracts in progress, long-term growth is evident.
– Future Trends in the Nuclear Power Market
2025~2027: Demand for Small Modular Reactor (SMR) equipment is expected to surge globally.
Especially in the U.S., Europe, and Eastern Europe, eco-friendly energy policies + energy security = full-scale reevaluation of nuclear power.
4. The Dawn of the Small Modular Reactor (SMR) Era
– Market Growth Points
2026~2027 will be the inflection point for accelerated SMR adoption > Large-scale order plans are concentrated in various countries around the world.
KEPCO and domestic equipment and parts industries are expected to benefit directly.
In particular, recognized as the optimal solution for carbon neutrality and energy transition policies.
– Industrial and Policy Implications
Korea is challenging to become a global TOP player in SMR with a stable supply chain and technological competitiveness.
Expected to expand bidding wars to the Middle East and Southeast Asia, as well as the U.S. and Europe.
5. Stock Market Impact: Domestic vs. U.S. Market
– Recent Trends
In the domestic stock market, energy and nuclear power-related stocks in particular are continuing their upward trend due to expectations of large-scale orders and new investments.
The U.S. stock market has short-term volatility depending on policy uncertainties and the Federal Reserve's (Fed) interest rate trends.
– Future Stock Market Strategy
End of next year ~ 2027, SMR and nuclear power value chain are expected to be the dominant trend
In the short term, the domestic stock market is likely to be more robust than the U.S.
In particular, focus is needed on nuclear power, electricity, equipment, and materials stocks.
< Summary >
In the Czech nuclear power bidding war, KEPCO is ahead of French EDF in terms of cost-effectiveness and technology.
Order backlog expected to exceed 15 trillion won, a massive explosion in the global nuclear power market centered on SMR is expected soon.
Domestic stock market is promising, centered on nuclear power-related stocks. Higher expectations for short-term performance than the U.S. stock market.
Czech Nuclear Power Plant Bid, KEPCO Order Backlog Exceeds 15 Trillion Won…Attention on the SMR Era
In the global nuclear power market, the President of Czech Nuclear Power Company (CEZ) has foreshadowed a direct response to French EDF’s injunction, stating that KEPCO TEAM KOREA is superior in both economic feasibility and technology.
KEPCO’s order backlog is nearing 15 trillion won in 2024, with explosive growth expected in the SMR (Small Modular Reactor) market in 2027.
The domestic stock market is more advantageous than the U.S. stock market in the short term, and investment strategies centered on global nuclear power market, energy transition, carbon neutrality, SMR, and power industry-related stocks are needed.
[Related Articles…]
*YouTube Source: [달란트투자]
– 한국에 제2의 TSMC 탄생. 이주식 당장 내년부터 폭발한다|김지훈 대표 1부

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