주식 영상 글

48 calls

…어요. 연준이 금리를 인하하거나, 그리고 하나가 있어요. 뭔지 아세요? 미국 은행의 유동성 커버리지 비율, LCR이라는 게 있어요. 예전에 뱅크런이 터지니까 은행들한테 "너네 30일치 이 정도 현금은 갖고 있어"라면서 과도하게 금액을 책정한 거예요. 미국 재무부도, 연준도 은행들 관리를 잘하고 있는데 왜 이 돈을 자꾸 묶…

…These sources also detail specific liquidity rules like the LCR and NSFR. Yeah. The liquidity coverage ratio, the LCR, is fascinating. It essentially mandates that a bank must hol…

…그런 부분들에서 국채를 일정 부분 완화시켜 주고 없애 준다라고 하는 것들이 지금 논의가 되고 있고 은행들이 LCR 규제라고 해서 유동성 커버리지 비율를 관리하는게 있어요. 결국은 현금을 이만큼 갖고 있어야 된다. 네. 근데 중앙은행이 은행이 문제가 될 때 빌려줄 수 있는 일정 부분의 비율이 있어요. 그런데 너네가 이런 일…

…그런 부분들에서 국채를 일정 부분 완화시켜 주고 없애 준다라고 하는 것들이 지금 논의가 되고 있고 은행들이 LCR 규제라고 해서 유동성 커버리지 비율를 관리하는게 있어요. 결국은 현금을 이만큼 갖고 있어야 된다. 근데 중앙은행이 은행이 문제가 될 때 빌려줄 수 있는 일정 부분의 비율이 있어요. 그런데 너네가 이런 일정 …

…1.89%. Further lowering is recommended until a new lower fulcrum (MACD) and the three-month moving average divergence. Trading volume increased along with the price drop yesterday…

… We thought the stock was a more interesting if you will fulcrum security and we bought for 60 million 25% of the company. So at 250 million market cap 27 billion dollars of a deb…

…ping theuctor indry to the value of advanced techology i willcri the increasing value applied to ouromers accelera techyadaps 야서는 왜 올랐어요? 하이닉스가 많이 올랐잖아요. 네. Today 뭐 반도체가 나쁘지 않았어요. AI…

…ly low. These aren't like gargantuan returns, but they're fulcrum assets. Mhm. Right? Fulcrum assets meaning like these are things that if they exist will be pivotal. And with that…

…p is not open to anything right now. I think that's full bullcrap. I think Donald Trump is really open to things right now. I think Donald Trump is extremely frustrated with this w…

…미국은 지금 달리는 차 안에서 엔진룸 개조에 들어갔습니다. 그 설계자가 케빈 워시입니다. 유동성 메커니즘, LCR 규제 완화, SRP 정상화 같은 단어가 머리 아프시죠? 복잡한 이론을 걷어내고 직관적으로 통역해 드리면, 중앙은행이 비대해진 몸집으로 시장을 떠받치던 과거 방식을 버리겠다는 겁니다. 대신 은행 규제를 풀어 민…

…대부분의 Person에게 자유는 추상적인 개념이며, 청구서와 편안한 잠으로 실체화되지 않는 시적인 생각에 가깝습니다. 하지만 진실은 여러분의 자유가 막연한 느낌이 아니라는 것입니다. 자유에는 정확한 가격이 있으며, 그것은 2만 헤알입니다. 이것은 은행 계좌의 임의적인 숫자가 아니라, 그저 생존하는 Person과 자기 삶을 다스리기 시작…

…healthcare uh movement like I am just knows that it's the fulcrum of the country and whatever we have whatever extra money we have should go so that everybody can have healthcare i…

…got to cut cut cut cut cut." And I'm like, "Man, this is bullcrap." And I don't always try to give people a really thick ladle of food. Uh but anyway, uh in our best-in-class team…

…y." And Bob Iger doesn't have the time to deal with this bullcr. He will fire him so fast if it means protecting the Disney share price. That's why Bob Iger is back. He's a busine…

…### 시작과 램 리서치 About 안녕하세요, Today은 심도 있는 토론을 진행해 보겠습니다. 램 리서치 코퍼레이션(Lam Research Corporation), 줄여서 LRCX는 업계에서 매우 중요한 views사입니다. 분석 자료가 있으니 함께 검토해 보겠습니다. 이 views사가 어떤 사업을 하고 있는지, 그리고 강점은 무엇인지 이야기…

…its like 1% you know so this is all a a game of like this fulcrum this giant shift this giant pivot and uh I mean okay I guess we just trust the Nar if it waited to get bullish unt…

…imagine unlocking a tightly guarded secret capable of transforming the way you invest and multiply your wealth yes I'm talking about a strategy so potent yet so straightforward it …

…intained they're selling tokens this was the this was the fulcrum argument for the SEC and they just they just lost the whole crypto Market is ripping right now following a Monumen…

…n't buy into those narratives they're all fear-mongering bullcrap there is nothing on these charts that are telling you we're crashing so fast that you can't react on the iwm manag…

…d Bridge with George when he was about 97 I'd say at the Hillcrest Country Club and there was a big sign behind him and said no smoking by anyone under 95. and actually at his 95t…

…Welcome guys or Welcome back from your crypto marquis today, a different location than usual in the middle of nature, there are also a lot of birds that will accompany us. As we ca…

…se now we might end up hiking again in July I think it's bullcrap in fact after the Federal Reserve leaked this uh well leak to the Wall Street Journal I mean some of them have bee…

…지금 유가 문제, 그리고 석유 감산이 사실상 인플레이션 기대를 밀어 올리고 있다고 볼 수 있습니다. 그래서 5년 기대 인플레이션율을 보겠습니다. 이 calls 물가연동국채와 일반 국채 5년물 금리의 차이입니다. 영어로 들으면 조금 어려울 수 있는데, 간단히 말해 이 차트가 높이 올라갈수록 제롬 파월 의장이 더 화가 난다고 보시면 …

…an approach known as shock and awe basically to many Paul vulcros don't worry if you don't know the Paul volcker reference the point is to basically beat us up and raise interest r…

…lot of your firepower to knock that down because it's the fulcrum of the market today so let's say our uh i was short what i would do is i would hit a lot of guys with rim now you …

… freaked out oh my gosh inflation 40-year highs all this bullcrap whatever we get it we got it but what really matters out of this is that the fed uh and their response is going to…

…lot of your firepower to knock that down because it's the fulcrum of the market today so let's say i were uh i was short what i would do is i would hit a lot of guys with rim now y…

…s listen they said nothing what that whole paragraph was bullcrap okay then they talk about hey you know we're learning things about the van and uh then they say uh here the last l…

… jerome powell becoming hawkish which i think is totally bullcrap i think joe biden pushed him to be hawkish so joe biden could in my opinion and this doesn't matter if you're a de…

… the settlers thing happening it just you know it's just bullcrap okay so just my my take on these are my two cents but again guys the show quiz is still to happen because the stor…