---

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📈 Analysis of US Economic Growth and Government Debt Outlook

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US Solo Growth: "Goldilocks" or "American Exceptionalism"

• While the global economy is generally slowing down, the US is exceptionally maintaining its growth momentum.
• For 2025, the IMF projects US economic growth to be between 2.2~2.6%, although some experts believe higher growth is possible.
• There is a possibility that inflation and economic growth will rise simultaneously.

US Government Debt: Sustainability is more Important than Scale

• Currently, the US government debt-to-GDP ratio is approximately 120%, which is a high level.
• A key indicator of whether debt is considered a risk is whether the 'government debt interest rate' is higher than the US growth rate.
• The US has the ability to issue dollars as a reserve currency, which is a significant strength in debt management.

Health of the Private Sector

• US companies stabilized their financial situations by clearing long-term debt during low-interest periods.
• US households have also lowered their debt-to-income ratios, which is very good compared to other major developed countries.

Interest Rate Cuts and Price Increases

• The US is trying to balance economic growth and price stability through interest rate policy.
• Interest rate cuts are expected to begin in earnest from 2024, which is expected to provide positive stimulus to the economy.

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📊 Causes and Outlook of Inflation

• The main causes of the increase in inflation in 2022 were supply chain disruptions and a surge in global energy prices.
• It showed a similar structure to the past oil shocks, but future inflation is not expected to be this extreme.
• The Global Supply Chain Bottleneck Phenomenon (GSCPI) has now entered a stabilization phase.
• As long as public policy and supply stability are supported, inflation is expected to converge as a natural result of US growth in 2024~2025.

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Strengths and Debt Non-Sustainability of the US Economy

• Although US government debt is high in terms of GDP ratio, its burden is mitigated by attracting private and foreign capital.
• The ability to issue dollars as a reserve currency enables continuous debt management.
• Because private and corporate financial soundness has improved, there is more emphasis on the possibility of additional growth rather than an economic crisis.

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Conclusion: "Low" Possibility of a US Great Depression, "Rising" Possibility of a Great Boom

• The US economy shows clear growth and stable inflation management in the 2024~2025 outlook.
• Government debt issues can be continuously managed, and the private sector is in a very stable state.
• Rather than focusing on negative views appearing in the market, attention should be paid to the resilience and structural strengths of the US economy.

---

< Summary in English >

US Economy Growth and Government Debt Analysis:

1. US Unique Growth ("Goldilocks" Economy):

   • While the global economy is stagnating, the U.S. growth trajectory looks strong, with expected growth rates of 2.2%~2.6% in 2025.
   • Positive inflation and economic growth are anticipated to converge.

2. Government Debt and Sustainability:

   • The U.S. government debt stands at 120% of GDP, but its sustainability depends on debt interest rates relative to growth rates.
   • As the world's reserve currency issuer, the U.S. has significant flexibility in debt management.

3. Resilience of the Private Sector:

• Companies have optimized their debt during low-interest periods, resulting in strong financial stability.
• U.S. households hold low debt-to-income ratios compared to other advanced economies.

4. Future of Inflation and Monetary Policy:

   • Inflation in 2022 was driven by supply chain issues and rising global energy prices.
   • Current supply chain indicators (GSCPI) show stabilization, suggesting manageable inflation in 2024-2025.

5. Robust Prospects:

   • The combination of private sector health, manageable government debt, and proactive monetary policies make the possibility of an economic "Great Depression" low.
   • Instead, U.S. is more likely to experience sustained growth and mild inflation.

Conclusion: The U.S. economy displays resilience with a strong private sector, sustainable fiscal practices, and continuous growth projections.

---

• Crafted by Billy Yang

[Related Articles at Next-Korea.com]

1. US Economic Outlook 2024: Analysis of Growth Rate and Inflation
2. US Government Debt Crisis: Realistic Risks and Solutions

*YouTube Source: [경제 읽어주는 남자(김광석TV)]

– ‘미국만 잘나가는’ 상황을 고찰하다. 미국 예외주의가 그리는 금리·공급망·정부 부채의 미래 | 경읽남과 토론합시다 | 성상현 2부

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Doosan Investment Success Story and Future Outlook

1. Doosan's Investment Performance

• Over the past few years, investors have seen remarkable returns from Doosan's stock.
• In 2023, Doosan's stock price was around 100,000 KRW, but it has since risen to over 300,000 KRW in 2024 before settling at approximately 280,000 KRW.
• One investor, who started with 2.2 billion KRW, has grown their assets to over 7 billion KRW, achieving financial freedom.

2. Success Factors: Challenging Conventional Wisdom

• The investor broke away from negative public perceptions and focused their investments on the holding company and the nuclear power industry.
• Specifically, they made long-term investments in nuclear power stocks and Doosan, despite concerns about the move away from nuclear energy.
• Based on company analysis and their investment philosophy, they executed a "go-all-in" strategy.

3. Doosan's Strengths: Doosan Electronics' AI Materials

• CCL (Copper Clad Laminate): A crucial material needed for AI chips, with an exclusive contract with NVIDIA.
• The demand for CCL is expected to surge with the growth of the AI industry.
• The company’s technology is highly regarded than its Taiwanese competitor EMC and has an exclusive supply deal with global companies.

4. Doosan's Structural Future Growth Potential

• Doosan Electronics' exclusive position and the growth of the AI market.
• Doosan's holding company's internal ownership structure and a dividend-friendly management philosophy.
• There is a possibility of major shareholders using legal changes to increase the value of the holding company's stock.

5. Investment Risks and Opportunities

• Risks: General negative perceptions about holding companies and uncertainties related to legal changes.
• Opportunities: The exclusive structure of Doosan Electronics’ products ensures differentiated growth potential.
• There is a possibility of Doosan's main stock price exceeding 1 million KRW and preferred stock reaching 800,000 KRW within the next three years.

6. Conclusion

• Doosan has secured a solid foundation through its technological capabilities and large-scale contracts in response to the rapid growth of the AI industry.
• Continuous analysis and monitoring of market trends, with a long-term vision, suggest strong investment potential.

---

Doosan Investment Success Story & Future Outlook

1. Doosan's Investment Growth:

   • From 2023, Doosan's stock rose from around 100,000 KRW to over 300,000 KRW, currently stabilizing at 280,000 KRW.
   • An investor grew assets from 2.2 billion KRW to 7 billion KRW, achieving financial freedom.

2. Key Factors of Success:

   • Challenging public perceptions about holding shares in holding and nuclear-related companies.
   • AI and semiconductor-related investments through Doosan Electronics' CCL production for NVIDIA’s products.

3. Doosan Electronics' Strength:

• Exclusive supplier of CCL, a critical material for AI accelerators.
• Expected exponential growth as the global AI chip market surges.

4. Future Growth:

   • Enhanced shareholder-friendly policy by a closely linked ownership structure.
   • Legal adjustments could support holding company growth.

5. Conclusion:

   • Doosan holds firm foundations and sharp market strategies aligning with AI sector trends, making it attractive for long-term investments.

---

Crafted by Billy Yang

[Related Articles at Next-Korea.com]

1. The Future of the AI Industry: https://Next-Korea.com?s=AI
2. CCL Material Outlook: https://Next-Korea.com?s=CCL

*YouTube Source: [Jun’s economy lab]

– 드디어 70억 됐습니다 가치 투자하세요(ft.박두환 투자자 1부)

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Key Summary on Trump's Influence and Meta's Strategic Transformation

1. Meta's Massive Transformation

• Declaration of Political Neutrality: Zuckerberg announces Meta's reduction of content censorship and political bias.
• Easing of Fact-Checking and Censorship: Decision to abolish censorship policies.
• Abolition of Diversity Policy: Withdrawal of 'diversity preference policies,' including hiring quotas.
• Relocation of Texas Policy Team: Relocation of policy reform headquarters to Texas, a pro-Trump region.
• Reduction of Anti-Trump Staff: Replacement of the global policy head with a Trump supporter.

2. Shift in Business Culture

• Appointment of UFC CEO to Meta Board: Inviting a Trump ally, the UFC CEO, to the board under the pretext of needing masculine energy.
• Strategy to Appear Like Musk: Attempt to change image to be seen as on par with Trump and Musk.

3. Reactions from Foreign Press and Public Opinion

• NYT Report: Criticism that Meta's one-sided support of Trump is excessive loyalty.
• Clash with the Biden Administration: Exposure of friction with the Biden administration through controversy over COVID-19 vaccines.
• Allegations of Enhanced Cooperation with Trump: Foreign press reports that Meta is being cautious of Trump's policy dominance.

---

Shift in Financial Markets and Corporate Trends

1. BlackRock's Declaration of Withdrawal

• BlackRock, the world's largest asset manager, withdraws from the carbon-neutral international organization (WEF).
• Declaration to halt eco-friendly investments.

2. Corporations Adopting the Trump Code

• Major U.S. corporations such as Amazon, Meta, and Walmart, abolish diversity/equality policies and strengthen office returns.
• JP Morgan introduces a 5-day in-office work policy.

3. Predictions of Future Policies

• Potential Reignition of U.S.-China Trade War: Xi Jinping sends a special envoy to attempt to reestablish relations with Trump.
• Prospect of Quick Diplomatic Resolution with Russia: Possibility of resolving the Ukraine situation through enhanced cooperation with Putin.

4. Impact on Investors

• Reinforcement of America First: Encouraging investors to expand their allocation to US-based stocks.
• Investment Opportunities During Market Adjustments: Considering purchasing stocks related to pro-Trump policies (oil, defense industry, etc.) during adjustment periods.

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Key Issues to Watch

1. Trump and Global Influence

• Displaying power over Europe, Canada, and Mexico.
• Potential for increased pressure on neighboring countries to increase defense spending and for intensified territorial demands.

2. Greenland Strategy

• Resource War: Expanding economic/security value through securing rare earth elements and using Arctic shipping routes.
• Expected conflict with Denmark: Emphasizing the importance of Greenland with the polar bear insignia.

3. US Economic and Foreign Policy

• Reorganizing corporate culture with policy changes centered around Trump from within.
• Revival of the hardline hegemonic policies of the Trump era in diplomacy.

---

< Summary in English >

Key Summary on Trump's Influence and Meta's Strategic Transformation

1. Meta Policy Overhaul:

   • Content censorship and political bias reduced.
   • Diversity policies abolished.
   • Relocation of policy team to Texas, signaling support for Trump's agenda.

2. Business Shift:

   • UFC CEO installed as Meta’s Board, introducing "masculine energy."
   • Zuckerberg seeking to mimic Musk's close association with Trump.

3. Financial Sector Changes:

• BlackRock exits environmental agreements.
• Major corporations adapting to Trump-compatible policies (diversity removal, office returns).

4. Geopolitical Dynamics:

   • US-China power plays and Russia's war resolution in early talks.
   • Greenland resource war emerges, tying into trade and military strategies.

5. Investment Opportunities:

   • Strengthened "America First" policies suggest prioritizing US stocks (oil, defense, etc.).
   • Potential market corrections offer entry points for strategic investments.

---

• Crafted by Billy Yang
• [Related Articles at Next-Korea.com]
  1. Analysis of Trump's Economic Policies
  2. Prospects of the US-China Trade War

*YouTube Source: [소수몽키]

– “트럼프 입맛에 맞춰라” 180도 정책 뒤집는 빅테크와 월가

[Korean Summary]

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[경제 읽어주는 남자(김광석TV)]
“미국만 잘나가는’ 상황을 고찰하다. 미국 예외주의가 그리는 금리·공급망·정부 부채의 미래 | 경읽남과 토론합시다 | 성상현 2부“

### 📈 미국 경제 성장 및 정부 부채 전망 분석

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미국의 나홀로 성장: "골디락스" 또는 "미국 예외주의"

• 세계 경제가 전반적으로 둔화되는 가운데, 미국은 이례적으로 성장세를 유지하고 있음.
• 2025년을 기준으로 IMF는 미국 경제 성장률을 2.2~2.6%로 예측했으나, 일부 전문가들은 더 높은 성장이 가능하다고 봄.
• 인플레이션과 경제성장은 동반 상승할 가능성 있음.

미국 정부 부채: 규모보다 지속 가능성이 중요

• 현재 미국의 GDP 대비 정부 부채 비율은 약 120%로 높은 수준.
• 부채가 리스크로 판단될 주요 지표는 '정부 부채 이자율'이 미국 성장률보다 높은지 여부.
• 미국은 기축통화국으로서 달러 발행 능력을 가지고 있으며, 이는 부채 관리에 있어 중요한 강점.

민간 섹터의 건전성

• 미국 기업들은 저금리 시기에 장기 부채를 정리하며 재무 상황을 안정화시킴.
• 미국 가계 역시 소득 대비 부채 비율이 낮아졌고, 이는 다른 주요 선진국들에 비해 매우 양호한 수준.

금리 인하와 물가 상승

• 미국은 금리 정책을 통해 경제 성장과 물가 안정의 균형을 맞추려고 노력 중.
• 2024년부터 금리 인하가 본격적으로 이루어지며, 경제에 긍정적인 자극을 줄 것으로 예상.

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📊 인플레이션 발생 원인과 전망

• 2022년 인플레이션 상승의 주요 원인은 공급망 차질과 글로벌 에너지 가격 급등.
• 과거 오일쇼크와 비슷한 구조를 보였으나, 향후 인플레이션은 이렇게 극단적이지 않을 것.
• 글로벌 공급망 병목 현상(GSCPI)은 현재 안정화 단계로 접어들었음.
• 공공정책 및 공급 안정성이 뒷받침되는 한, 2024~2025년에는 인플레이션이 미국 성장의 자연스러운 결과로 수렴할 전망.

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미국 경제의 강점 및 부채 불연성

• 미국 정부 부채는 GDP 비율로는 높지만, 민간과 해외 자본 유치로 그 부담을 완화하는 구조.
• 기축통화국으로서 달러 발행 능력은 지속적인 부채 관리를 가능케 함.
• 민간 및 기업 재무 건전성이 개선된 상태라, 경제 위기보다는 추가 성장 가능성에 무게가 실리고 있음.

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결론: 미국 대공황 가능성 "낮음," 대호황 가능성 "상승"

• 미국 경제는 2024~2025년 전망에서 성장세와 안정적인 인플레이션 관리가 뚜렷.
• 정부 부채 문제는 지속 관리가 가능하며, 민간 섹터는 매우 안정적 상태.
• 시장에 나타나는 부정적인 시각보다는 미국 경제의 회복 회복력과 구조적 강점에 주목해야 함.

---

< Summary in English >

US Economy Growth and Government Debt Analysis:

1. US Unique Growth ("Goldilocks" Economy):

   • While the global economy is stagnating, the U.S. growth trajectory looks strong, with expected growth rates of 2.2%~2.6% in 2025.
   • Positive inflation and economic growth are anticipated to converge.

2. Government Debt and Sustainability:

   • The U.S. government debt stands at 120% of GDP, but its sustainability depends on debt interest rates relative to growth rates.
   • As the world's reserve currency issuer, the U.S. has significant flexibility in debt management.

3. Resilience of the Private Sector:

• Companies have optimized their debt during low-interest periods, resulting in strong financial stability.
• U.S. households hold low debt-to-income ratios compared to other advanced economies.

4. Future of Inflation and Monetary Policy:

   • Inflation in 2022 was driven by supply chain issues and rising global energy prices.
   • Current supply chain indicators (GSCPI) show stabilization, suggesting manageable inflation in 2024-2025.

5. Robust Prospects:

   • The combination of private sector health, manageable government debt, and proactive monetary policies make the possibility of an economic "Great Depression" low.
   • Instead, U.S. is more likely to experience sustained growth and mild inflation.

Conclusion: The U.S. economy displays resilience with a strong private sector, sustainable fiscal practices, and continuous growth projections.

---

• Crafted by Billy Yang

[관련글 at Next-Korea.com]

1. 미국 경제 전망 2024: 성장률과 인플레이션 분석
2. 미국 정부 부채 위기: 현실적 위험과 해법
   

   *유튜브 출처: [경제 읽어주는 남자(김광석TV)]

• '미국만 잘나가는' 상황을 고찰하다. 미국 예외주의가 그리는 금리·공급망·정부 부채의 미래 | 경읽남과 토론합시다 | 성상현 2부
  

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[전인구경제연구소]
“드디어 70억 됐습니다 가치 투자하세요(ft.박두환 투자자 1부)“

# 두산 투자 성공 스토리와 향후 전망

1. 두산 투자 성과

• 지난 몇 년간 투자자들은 두산의 주식에서 놀라운 성과를 거두었습니다.
• 2023년 기준 두산 주가는 10만 원대였으나, 현재 (2024년) 최고 30만 원 이상까지 올랐다가 약 28만 원에 형성되었습니다.
• 한 투자자는 22억 원으로 시작해, 현재 70억 원 이상으로 자산을 불려 경제적 자유를 이루었습니다.

2. 성공 요인: 고정관념에 도전

• 대중의 부정적 관념을 깨고 지주사와 원전 관련 산업에 집중 투자.
• 특히, 탈원전 시대라는 우려 속에서도 원전주 및 두산에 대한 장기 투자를 결정.
• 기업 분석과 투자 철학을 바탕으로 ‘몰빵 투자’ 전략을 실행.

3. 두산의 강점: 두산 전자의 AI 소재

• CCL(동박 적층판): AI 칩에 필요한 핵심 소재로, 엔비디아와의 독점 계약 체결.
• AI 산업의 성장과 함께 CCL 수요 급증 전망.
• 경쟁사인 대만 EMC보다 기술력을 높게 평가받아 글로벌 기업에 독점 공급 중.

4. 두산의 구조적 미래 성장성

• 두산 전자의 독점적 지위와 AI 시장 성장.
• 두산 지주사의 내부 지분 구조 및 배당 친화적 경영 철학.
• 대주주들이 지주사의 주식 가치를 올리기 위해 상법 개정을 활용할 가능성.

5. 투자 리스크와 기회

• 리스크: 지주사에 대한 일반적 고정관념 및 상법 개정 관련 불확실성.
• 기회: 두산 전자 제품의 독점 구조로 차별화된 성장성 확보.
• 3년 내 두산 본주가 100만 원, 우선주는 80만 원을 넘어설 가능성.

6. 결론

• 두산은 AI 산업의 급성장에 발맞춘 기술력과 대규모 계약으로 견고한 기반을 확보.
• 지속적인 분석과 시장의 동향에 따라 장기적 비전을 가지며 탄탄한 투자 가능성이 기대됩니다.

---

Doosan Investment Success Story & Future Outlook

1. Doosan's Investment Growth:

   • From 2023, Doosan's stock rose from around 100,000 KRW to over 300,000 KRW, currently stabilizing at 280,000 KRW.
   • An investor grew assets from 2.2 billion KRW to 7 billion KRW, achieving financial freedom.

2. Key Factors of Success:

   • Challenging public perceptions about holding shares in holding and nuclear-related companies.
   • AI and semiconductor-related investments through Doosan Electronics' CCL production for NVIDIA’s products.

3. Doosan Electronics' Strength:

• Exclusive supplier of CCL, a critical material for AI accelerators.
• Expected exponential growth as the global AI chip market surges.

4. Future Growth:

   • Enhanced shareholder-friendly policy by a closely linked ownership structure.
   • Legal adjustments could support holding company growth.

5. Conclusion:

   • Doosan holds firm foundations and sharp market strategies aligning with AI sector trends, making it attractive for long-term investments.

---

Crafted by Billy Yang

[관련글 at Next-Korea.com]

1. AI 산업의 미래: https://Next-Korea.com?s=AI
2. CCL 소재 전망: https://Next-Korea.com?s=CCL
   

   *유튜브 출처: [Jun’s economy lab]

• 드디어 70억 됐습니다 가치 투자하세요(ft.박두환 투자자 1부)
  

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[소수몽키]
““트럼프 입맛에 맞춰라” 180도 정책 뒤집는 빅테크와 월가“

### 트럼프 취임과 저커버그의 전략적 전환에 대한 간략 요약

1. 메타의 대규모 변화

• 정치적 중립 선언: 저커버그, 메타의 콘텐츠 검열 및 정치적 편향성 축소 선언.
• 팩트체크 및 검열 완화: 검열 정책 폐지 결정.
• 다양성 정책 폐기: 인사 할당제를 포함한 '다양성 우대 정책' 철수.
• 텍사스 정책팀 이전: 정책 개편 본부를 친 트럼프 지역인 텍사스로 이전.
• 반트럼프 직원 축소: 글로벌 정책 책임자를 트럼프 지지자로 교체.

2. 비즈니스 문화의 변화

• 격투기 CEO 메타 이사회 임명: 남성적인 에너지가 필요하다는 명목 하에 트럼프 측근 UFC CEO를 이사회로 초빙.
• 머스크처럼 보이려는 전략: 트럼프 및 머스크와 동급 존재로 보이기 위한 이미지 변화 시도.

3. 외신 및 여론의 반응

• NYT 보도: 메타의 일방적인 트럼프 추종에 대해 과도한 충성이라고 평가.
• 바이든 행정부와의 충돌: COVID-19 백신 관련 논란을 통해 바이든 정부와의 마찰 폭로.
• 트럼프와의 협력 강화 의혹: 외신들에선 메타가 트럼프의 정책적 우위를 의식해 눈치 보고 있다고 보도.

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금융 시장 및 기업 동향 전환

1. 블랙락(BlackRock) 탈퇴 선언

• 세계 최대 자산운용사 블랙락이 탄소중립 관련 국제 조직(WEF) 탈퇴.
• 친환경 투자 중단 선언.

2. 기업들의 트럼프 코드 도입

• 아마존, 메타, 월마트 등 미국 주요 기업들, 다양성/평등 정책 폐지 및 사무실 복귀 강화.
• JP 모건, 주 5일 출근제 도입.

3. 미래 정책 예측

• 미중 무역전쟁 재점화 가능성: 시진핑이 특사를 보내며 트럼프와 관계 재정립 시도.
• 러시아와의 빠른 외교적 해결 전망: 푸틴과의 협력 강화로 우크라 사태 종결 가능성.

4. 투자자에게 미치는 영향

• 미국 우선주의 강화: 투자자들에게 미국 기반 주식 비중 확대를 권장.
• 시장 조정 시 투자 기회: 조정 시기 동안 친 트럼프 정책 관련 주식(석유, 방위산업 등) 매입 가능성 고려.

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주목해야 할 핵심 이슈

1. 트럼프와 글로벌 영향력

• 유럽, 캐나다, 멕시코 등을 대상으로 힘 과시.
• 주변국 방위비 증액 압박, 영토적 요구 증폭 가능성.

2. 그린란드 전략

• 자원 전쟁: 희토류 확보와 북극 항로 이용으로 경제/안보 가치 확대.
• 덴마크와 갈등 예상: 북극곰 문장으로 그린란드 중요성 강조.

3. 미국 경제 및 외교 정책

• 내부에서부터 트럼프 중심의 정책 변화로 기업문화 재조정.
• 외교에서도 트럼프 시대의 강경 패권주의 부활.

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< Summary in English >

Key Summary on Trump's Influence and Meta's Strategic Transformation

1. Meta Policy Overhaul:

   • Content censorship and political bias reduced.
   • Diversity policies abolished.
   • Relocation of policy team to Texas, signaling support for Trump's agenda.

2. Business Shift:

   • UFC CEO installed as Meta’s Board, introducing "masculine energy."
   • Zuckerberg seeking to mimic Musk's close association with Trump.

3. Financial Sector Changes:

• BlackRock exits environmental agreements.
• Major corporations adapting to Trump-compatible policies (diversity removal, office returns).

4. Geopolitical Dynamics:

   • US-China power plays and Russia's war resolution in early talks.
   • Greenland resource war emerges, tying into trade and military strategies.

5. Investment Opportunities:

   • Strengthened "America First" policies suggest prioritizing US stocks (oil, defense, etc.).
   • Potential market corrections offer entry points for strategic investments.

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• Crafted by Billy Yang
• [관련글 at Next-Korea.com]
  1. 트럼프의 경제 정책 분석
  2. 미국과 중국의 무역 전쟁 전망
     

     *유튜브 출처: [소수몽키]

• "트럼프 입맛에 맞춰라" 180도 정책 뒤집는 빅테크와 월가