[뉴스노트] 2024년 1월 뉴스 (1/1/24-1/27/24)

 

이제까지 올리지 못했던 1월 뉴스 메모한 것을 기록해 보도록 하겠다. 1월은 AI에 대한 기사, 금리에 대한 기사, 중국, 그리고 미국 대선에 대한 기사 위주로 메모했다.

 

1월 첫째 주 (1/1/24-1/7/24)

1/1/24

• NY Times: Boom in AI calls for copyright laws; “fair use” doctrine lets ppl build on copyrighted work

1/2/24

• NY Times: Britain’s electricity is under-invested; overriding sense of things not working; NIMBY-ism

1/3/24

• NY Times: India is growing FAST, from output perspective, but investment is not keeping pace (just money is poured into stock market); public investment is not enough, need more private sector investment 

1/4/24

• NY Times: Fed signals interest rate might be at their peak; past policy intended to soften spending and inflation 

1/5/24

• NY Times: despite interest rate hike, job market is resilient 

1/7/24

• WSJ: wall street doubles down on bonds; traders in futures market are betting fed will lower rates in March; lower interest rate means lower bond yields, so higher bond price (?)
  • Existing bond price가  오를 것이라는 것 같다

1월 둘째 주 (1/8/24-1/14/24)

1/8/24

• NY Times: Inflation relief in 2023, will it last to 2024?
• Finimize: Chinese stocks are super cheap right now; India population is growing and young

1/10/24

• NY Times: Ecuador gang leader missing leads to nationwide crisis and chaos

1/11/24

• NY Times: Houthis attack in Red Sea will continue till Israel stops war

1/12/24

• WSJ: JP Morgan profit record high; high interest rate makes lending business margins grow; after bank crisis, ppl rushed to vaults of JP Morgan

1월 셋째 주 (1/15/24-1/21/24)

1/15/24

• NY Times: Along with blue collar workers, college educated are fueling Trump’s support 
• Music Ally: No AI Fraud act (No AI Fake Replicas and Unauthorized Duplications); 7 trillion streams in 2023, 4tn from audio streaming; video streams are growing more quicker; Bulgaria music industry is growing

1/16/24

• NY Times: Casting food as irresistible or craveable has fallen out of favor; industry worried about demand for processed food to go down due to drugs like ozempic
  • 이거 읽고 18일에 오젬픽 삼..
  • NVO $107.65에 LONG Account에 하나 삼 (유튜브 보고..)
    • Earning Estimate 도 간당간당하고, 막 일확천금 될 것 같지는 않지만 앞으로 이 다이어트 판도가 혁신적으로 바뀔 것 같다.. 
    • 마약류가 아닌 다이어트 약
    • 펀다멘털도 탄탄한것 같아서 샀다. LONG으로 모으자!!
    • 약간 충동적으로 산거라서 Short Term에 살까 했는데 숏텀 말고 오래 가지고 싶어서 롱 account에 삼

1/17/24

• WSJ: Chinese population is rapidly going down; high youth unemployment; aging population like Japan, US

1/19/24

• WSJ: S&P 500 peaked at close; natural gas price tanked despite Middle East war; Super Micro Chip goes up

1/20/24

• WSJ: home sales lowest in three decades due to high mortgage rates and sale price

1/21/24

• WSJ: stocks hit high, but what if interest rates don’t fall too soon?

1월 넷째 주 (1/22/24-1/28/24)

1/22/24

• WSJ: Desperate Chinese property developers resort to bizarre marketing tactics

1/23/24

• NY Times: Chinese not into Hollywood movies as much now

1/24/24

• NY Times: Trump beats Nikki Haley by 11% margin 
• Coinbase newsletter: what’s driving BTC drip? Some saw lunch of etf as sell news

1/25/24

• NY Times: Elon Musk spreading misinformation about elections with no fact checkers
• Finimize newsletter 1/25/24
  • Japan and India ETFs to LONG
  • Another way to invest is via the United States Copper Index ETF (ticker: CPER; expense ratio: 0.97%) or via WisdomTree Copper (COPA; 0.49%).
  • >>이거 좀 알아보고 NGR숏텀? 

1/26/24

• NY Times: UN Justice court ordered Israel to comply with the Genocide convention; symbolic, historical meanings

1/27/24

• NY Times: Judge ruled Trump to pay Carroll $83M; but he can wait till his appeals exhaust