Robotaxi-Revolution, Bond-Apocalypse, Stocks-Wobble, Risky-Bets

● Tesla’s Robotaxi Revolution-Disruption Imminent

Tesla Robotaxi Innovation: September, Key News Roundup to Transform Autonomous Driving and the Market Landscape

1. Full Opening of Tesla Robotaxi and Advancement of Autonomous Driving Technology

Tesla will fully open its robotaxi service to the public without invitation starting in September.This signifies a complete service transition from the existing invitation-only service to one targeting the general public.Based on the latest innovations in autonomous driving (AI), driving data is expected to accumulate explosively, accelerating the learning speed of artificial intelligence.In particular, the update to FSD version 14 will increase the number of parameters tenfold, enabling more precise autonomous driving decisions.Along with this, Tesla’s stock price is soaring, which is an event that can have a significant impact on the global economy and market outlook.

2. Legal Permissions and Enhanced Safety: Safety Drive Exemption Across Texas

Texas regulatory authorities have granted Tesla Robotaxi LLC full commercial operation permission to operate without safety drivers.As a result, Tesla is now legally capable of 100% unmanned operation, and this permission serves as a critical turning point in changing the landscape of the autonomous driving market.With regulatory easing, the commercialization of fully autonomous driving services is expected to accelerate, which will be a practical application of innovative technology to the global economy and the automotive industry as a whole.

3. Innovative Technology and Price Competitiveness: Two Paths to Market Restructuring

Tesla is considering two options for its robotaxi pricing strategy.One is to secure stable profits at the current level of $1 to $2 per mile, and the other is to expand market share with a chicken game-style price ($.2 to $.25) that overwhelms competitors.If the latter is chosen, monthly commuting costs could be significantly lower than the cost of owning a traditional car, making robotaxi use more attractive to consumers than purchasing a car.This price competitiveness could put tremendous pressure on existing competitors such as Waymo or Uber, and could trigger a restructuring of the entire automotive industry and have a significant ripple effect on the global economy.

4. Ford’s Electric Pickup and Finely Tuned Cost Competitiveness

Ford’s mid-size electric pickup truck, slated for release in 2027 for $30,000, is also striving to apply innovative technology.Production efficiency is being maximized through a universal EV platform and component optimization, aiming for the same manufacturing efficiency as Tesla.However, considering the internal and external sluggishness in the existing electric vehicle sector, attention is focused on how the market outlook and securing cost competitiveness will affect the future mobility market landscape.

5. Future Outlook: Transition to Full Autonomous Driving and Transportation/Logistics Platform

Tesla’s innovation is not limited to simply expanding robotaxi services.It is a signal to lead the future mobility market in various directions, including FSD technology upgrades, full opening of robotaxis, unmanned commercial operation permits, and mass production plans for semi-trucks.This inflection point in technology and pricing strategy is expected to provide an opportunity to leap from an automobile manufacturer to a platform company encompassing transportation and logistics.This analysis, centered on key SEO keywords such as global economy, market outlook, autonomous driving, Tesla, and innovative technology, will be of great help in industry interest and investment decisions.

Tesla is fully opening its robotaxi service starting in September, with regulatory easing such as FSD 14 upgrades and safety drive exemptions proceeding simultaneously.Depending on the price competition strategy, the gap with existing transportation services may widen, and the market landscape may be reorganized due to consumer cost savings.Along with competitor trends such as Ford’s electric pickup launch, attention is focused on the ripple effects that Tesla’s innovation strategy will have on the global economy and future mobility market.

*YouTube Source: [ 오늘의 테슬라 뉴스 ]

– Breaking news! Tesla’s robotaxi service to be fully operational in September… A major shift sha…

● Bond-apocalypse looms, Re-strategize investments

2025 Second Half: Pitfalls of Massive Government Bond Issuance and Reassessment of Financial Strategies

1. 2025 Second Half Outlook: Bond Issuance and Its Impact

A significant increase in U.S. government bond issuance is expected to concentrate in the second half of 2025.

If the volume of bond issuance surges, it could lead to a supply glut, causing bond prices to fall and interest rates to spike.

Existing bondholders risk unrealized losses, while new investors may find opportunities for higher yields.

This situation could have significant repercussions across the global economy, necessitating a realignment of investment strategies toward stability and profitability.

This article delves into future government bond yield fluctuations, the correlation between stock and bond markets, and a modern reinterpretation of value investing principles.

2. The Mechanism of Expanded Bond Issuance and Investor Perspective

Increasing the government’s debt limit and the liquidity supply policies adopted during the Trump administration are fueling the expansion of bond issuance.

To provide attractive “candies” to voters ahead of midterm elections, a strategy of using funds raised through bond issuance becomes essential.

Consequently, the buying momentum for government bonds may weaken in the short term, potentially leading investors to shift funds from the stock market to bond investments.

In the stock market, the conditions of “good stocks at cheap prices” must be reassessed according to the principles of value investing.

In particular, a reinterpretation of traditional value investing strategies and the “Magic Formula” offers appropriate financial directions in the context of this expanded bond issuance.

Through this, investors should seek ways to pursue stable returns even amid global economic uncertainties.

3. The Linkage Effect Between Stablecoins and Government Bonds

Meanwhile, stablecoin issuers are positioned to invest dollars received from customers into short-term U.S. Treasury Bills (T-Bills).

This phenomenon complements the demand for government bonds as stablecoins become more active.

In other words, if the demand for stablecoins increases even amid the vast issuance of government bonds, the short-term bond buying momentum is maintained, partially offsetting the negative impact of a sharp rise in interest rates.

As a result, the complementary effect of government bonds and stablecoins can be expected as stable financial tools.

Investors should consider this and carefully balance stability and profitability within their portfolios.

4. Reassessment of Investment Strategies and Reinterpretation of Value Investing

In such an environment, it is important to manage risks among government bonds, stocks, and other investment instruments, moving beyond simply asking, “Are stocks okay, are they undervalued?”

For example, even existing stock investors may need to sell stocks and switch to bond investments in response to rising government bond yields.

Reinterpreting Joel Greenblatt’s principles of value investing requires multiple strategies that consider both good stocks and stable bonds.

That is, investment directions should be determined keeping in mind key SEO keywords such as global economy, bond issuance, interest rates, value investing, and stablecoin.

In particular, financial strategies are gaining attention that start with small investments, such as $1,000, and take advantage of the current volatility in the government bond market.

5. Conclusion and Future Outlook

A surge in bond issuance and the resulting rise in interest rates may present a crisis for investors in the short term, but it can become an attractive opportunity in the long-term investment strategy.

Investors must respond sensitively to the changing financial market environment and manage risks through asset allocation.

In addition, it is essential to carefully examine the impact of innovative financial instruments such as stablecoins on the government bond market and solidify future financial strategies.

Ultimately, understanding the timing of interest rate fluctuations and bond price adjustments, and preparing appropriate response strategies, is the key to success in today’s investment market.

The massive issuance of U.S. government bonds in the second half of 2025 is expected to lower bond prices and raise interest rates.Amid the risk of weakening government bond buying momentum, investors, including those in the stock market, must reorganize their asset allocation and risk management strategies.In particular, the activation of stablecoins can be expected to complement the demand for government bonds, and it is important to reinterpret existing value investing principles and the ‘Magic Formula’ toseek stable investment returns and financial strategies.Focusing on key SEO keywords such as global economy, bond issuance, interest rates, value investing, and stablecoin, it emphasizes the need to readjust investment strategies in the current economic environment.

*YouTube Source: [ 경제 읽어주는 남자(김광석TV) ]

– “The Backlash of Massive Government Bond Issuance”: Soaring Interest Rates, Shaky Stock Prices, a…

● US Stocks Wobble-Tesla Pops-Trade War Jitters-CPI Doubts

1. Market Overview and Key Index Trends

U.S. stock market closed on an unstable note with all three major indices declining.The Dow Jones fell by -0.45%, the S&P 500 by -0.25%, and the Nasdaq by -0.3%, but Tesla uniquely bucked the trend with a 2.85% increase.Alongside this, Bitcoin and the cryptocurrency market generally declined, and the energy and information technology sectors saw significant drops, causing investor anxiety.These indicators significantly impact the unstable state of the U.S. economy and global economic prospects, especially in relation to SEO-optimized keywords such as global economy, U.S. economy, interest rates, trade wars, and economic outlook.

2. Detailed Analysis by Individual Stocks and Sectors

∙ Tesla: Announced its entry into the electricity sales business in addition to electric vehicles, and with increased demand leading to longer wait times for the popular Model Y, the stock rose for the fourth consecutive day, reaching $339 and showing the only positive trend among tech stocks.∙ Tech Stocks and Semiconductors: Apple and Nvidia declined by -0.95% and -0.35% respectively, showing a slump in tech stocks, but Intel showed signs of rebound, rising approximately 3% after its CEO’s visit to the White House.∙ AMC and C3AI: AMC posted an unexpected earnings surprise, showing a temporary boost, but C3AI plummeted 32% from the start of trading due to a warning of poor quarterly results, eventually closing down 25%.

3. Trade War and Policy Moves by President Trump

Signs of escalating trade conflicts between the U.S. and China have been detected again.In response to the originally scheduled 145% tariff increase on Chinese goods, China imposed a 125% tariff on U.S. products, raising the possibility of a second trade war, but President Trump mitigated the situation by signing a 90-day extension.Additionally, Trump requested the expansion of U.S. soybean purchases and the easing of tariff impacts through his social media, greatly shaking the direction of the market.These trends are notable as important trade war variables in the U.S. economy and the global economy as a whole.

4. Electric Vehicle Battery and Lithium Market Trends

The news that CATL, China’s largest electric vehicle battery manufacturer, had halted production at some of its mines caused lithium-related stocks to hold firm and surge.In particular, major lithium producers such as Albemarle and SQM rose by 7-8% each due to concerns about supply disruptions.As a result, the lithium price is expected to stabilize at over $11,000 per ton in the short term, and around the $10,000 mark, which is expected to have a significant impact on the electric vehicle, battery, and related materials industries.

5. Gold Prices and Trump’s Gold Tariff Policy

President Trump foreshadowed a gold tariff hike, but soon clarified through his social media that there would be no tariff impact, causing gold prices to return to a stable state before the sharp decline.In the process, concerns about the supply of gold were raised in the international futures market, but gold prices stabilized again with a single comment from Trump, which could be an important variable in the global financial market in the future.

6. U.S. Consumer Price Index (CPI) Release and Credibility Controversy

The CPI, to be released tonight, is a key economic indicator that directly affects the policies of the U.S. central bank, particularly whether to raise or lower interest rates.∙ Data Credibility Issues:

Recently, the Trump administration has raised allegations of budget cuts and manipulation of employment data at the Bureau of Statistics, seriously undermining data credibility.
Due to changes in statistical survey methods, including reducing the actual survey personnel and abandoning some cities, an estimated 35% of the total data is replaced with estimates, causing concern among Wall Street experts.∙ CPI Increase Forecast:
The headline CPI is expected to rise 2.8% year-on-year, and the core CPI is expected to rise 3%, indicating that the impact of tariffs and rising import prices is being passed on to consumers.∙ Fed’s Dilemma:
Traditionally, rising prices are addressed with interest rate hikes, but recently, due to poor employment indicators and concerns about economic slowdown, the Fed is considering interest rate cuts, highlighting a contradictory aspect.

All of these factors, combined with SEO-optimized key words such as U.S. economy, global economy, interest rates, trade wars, and economic outlook, play an important role in interpreting future investment strategies and economic prospects.

7. Investment Outlook and Strategic Points by Stock

∙ Nvidia: Wells Fargo and other institutions issued overweight opinions, raising target stock prices due to expectations for AI and data center demand.∙ Tesla: Received positive evaluations for its AI trend, increased demand for electric vehicles, and breakthrough of the technical resistance line of the stock price.∙ ARM: The growth of the semiconductor market is rapidly expanding in line with the demand for AI and data centers, and strong buy opinions are emerging along with changes in licensing policies.∙ Apple: Despite maintaining smooth sales ahead of the release of the iPhone 17, opinions recommending a conservative investment strategy are somewhat divided.∙ Overall, amid global economic uncertainties, the U.S. CPI, and changes in interest rate policies, investors must closely monitor stocks that can turn various variables – trade policies, tariffs, and crises related to supply disruptions – into opportunities.

< Summary >

The U.S. stock market showed unstable movements with major indices declining, but some tech stocks, including Tesla, and electric vehicle-related stocks showed strength.Trade wars, tariff increases, and policy changes by President Trump are significantly affecting global trade and economic indicators.In particular, lithium and electric vehicle battery supply issues, gold tariffs and gold price fluctuations, and the Fed’s interest rate policy according to the U.S. CPI to be released tonight are expected to act as notable variables.With data credibility issues also being raised, investors need to reorganize their investment strategies by stock, focusing on SEO-optimized key words such as U.S. economy, global economy, interest rates, trade wars, and economic outlook.

*YouTube Source: [ Jun’s economy lab ]

– [ 어젯밤 미국은?] CPI 앞두고 관전 포인트! 기술주 급락 테슬라만 상승한 진짜 이유 ?!

● **Wall Street’s Risky Bets – Uneven Recovery**

American Tycoons’ Stock Bets and the Paradox of the Bottom-Tier Economy – Unearthing Key Information

1. Changes in Options Trading and Increased Proportion of Individual Investors

In the U.S. stock market, the proportion of individual investors’ participation in options trading has soared to a record high of 21%.While institutions typically use options for hedging purposes, individual investors tend to rely more on speculative trading.This shift indicates uncertainty in the stock investment market and the potential for increased short-term volatility.This data can serve as a crucial variable in predicting the future direction of the global and U.S. economies.

2. CPI and Inflationary Pressures, Variables of Interest Rate Policy

The upcoming CPI index is expected to play a pivotal role.Experts predict that the core CPI will record around 3.0, a key variable determining the pace and extent of the Fed’s interest rate cuts.As U.S. consumers increasingly absorb tariff costs, there is a high probability that inflationary pressures will rise.In particular, including the impact of tariffs, the year-end core CPI may rise even more than currently expected, which is expected to have a significant impact on the overall U.S. economy.

3. Outlook for Declining International Oil Prices and Impact of Global Affairs

According to a recent UBS report, Brent oil prices are expected to remain in the range of $60-70 per barrel for the time being before gradually declining.If the U.S. and Russian summits yield results and a deal related to Ukraine is reached, downward pressure on international oil prices may further intensify.Lower oil prices can reduce the burden on prices and be expected to ease inflation, but can also affect energy-related industries and consumer sentiment.This oil price outlook is an important variable for participants in the global and U.S. economies.

4. Wealth Concentration of the Top 20% and Disparity in Consumption Patterns

Recent research shows that the wealth held by the top 20% has increased significantly, but their marginal propensity to consume is low, which does not lead to actual consumption increases.The increase in wealth is mainly linked to asset reinvestment such as stock investments, which is a phenomenon that appears separately from the reality of the bottom-tier economy.On the other hand, income growth of the bottom 80% is directly linked to consumption, which has a greater impact on cyclical industries.In other words, it should be kept in mind that the rise in the stock market does not necessarily lead to the recovery of the real economy.

5. Revitalization of the Real Estate Market and Economic Effects of the Housing Market

In the long term, the revitalization of the housing market can have a positive impact on increasing consumption.When falling mortgage rates and increased housing transactions are combined, housing-related consumption (appliances, materials, remodeling, etc.) may be promoted.Unlike the wealth increase of the top 20%, real estate is assessed as another key to the recovery of the real economy, as the ratio of one unit of wealth increase leading to consumption is relatively high.This provides important implications for seeking balanced growth in the U.S. and global economies.

In the U.S. stock market, the proportion of individual investors’ options trading is rising to record levels, which is a signal of increased short-term volatility.The upcoming CPI index and increased tariff burdens are expected to have a significant impact on inflation and interest rate policies.Lower international oil prices and the outcome of the U.S.-Russia summit will affect the energy market, and the wealth increase of the top 20% is not directly linked to increased consumption.On the other hand, the revitalization of the real estate market can lead to increased consumption, which can be a positive factor for the recovery of the overall economy.

*YouTube Source: [ Maeil Business Newspaper ]

– [홍장원의 불앤베어] 미국 부자들은 주식으로 더 부자가 됐다. 밑바닥 경기와 증시 상승은 무관?