[뉴스노트] 7월 넷째 주 (7/24-7/29)

이번 주 기억에 남는 키워드는 'soft landing'이다. 경기 침체를 우려했던 분위기였지만 실적과 인플레이션이 그렇게 나쁘지 않아서 이렇게 표현하는 것 같다. 하지만 방심은 금물이라는 주장도 많았다. 미국은 Affirmative action과 관련된 입학 제도에 관한 기사도 많이 보였다. 

 

7/24 Monday

• NY times: Super rich has advantage getting in to prestigious schools; middle class missing 

7/25 Tuesday

• Billboard
  • BTS JUNGKOOK and latto on no.1
  • luminate collects data in partnership with Billboard and they have their own discount mechanism
• Finimize
  • Apple is doing well, but overall phone sale is going down worldwide.. but India 50% increase ; Apple doing well is sigh of relief for suppliers, like TSMC (Taiwan semiconductor manufacturing Company)
  • Ryanair (Europe’s biggest airline) is doing well, but future is unclear;
  • India is exploding.. big startup scene; valuation 잘

7/26 Wednesday

• Finimize
  • Beware of sell off! Similar to Nov 2021
    • 소프트 랜딩에 관련해서 너무 안일하게 생각하면 안 된다.. 2021년 11월을 보면 S&P 500이 피크를 찍고 그 후 1년간 쭉 떨어졌다. 매도의 기준을 꼭 한번 생각해 보자!! 일부를 매도해서 현금화시키자
  • Be cautious when others are greedy
  • Google did well, Microsoft meh
• Billboard: Tony Bennet Catalog makes $3m a year
  • Breakdown with label, artist, Lady Gaga is not clear

7/27 Thursday 

• Billboard: new artists on the chart
  • Zerobaseone (k pop), country music, latin music
• Finimize
  • European central bank hikes up the interest rate 
  • Meta did really well ; threads 
    • Ad industry rebound?
• NY Times
  • Ppl are expecting soft landing but is that gonna be true??
  • Historically it’s been hard to predict when interest rate was high

7/28 Friday

• NY Times: Exon profit down
  • Oil price was super high in 2022 due to Russian invasion; now it is somewhat stable
• Billboard: New music friday
  • Post malone; travis scott; cardi b & offset

7/29 Saturday

• NY Times: Space X Starlink’s influence
  • Ukraine war; military uses Starlink satellite internet
  • Elon Musk’s influence in this area is unequaled