US and JP
1, US econ data has been proven that can be adjusted backward, which means we are feeling the econ is not exactly what data shown. But the impact is real, you can tell by you, your friends, people around you how they adjust their spending behavior from past years
2, US stock market is way out of the track based on a lot of index eg warrant buffet , I got hurt on the UVIX, so I was thinking where are the money from to boost the market all the time? turns out it shows a lots of them from the JP where had low interest rate long time and will always maintain the low rate. However, if you look into the index like S&P, everything went down except AI related. Even AI related ones are scared about how it goes, if the AI is not developing as what they expect. the rate like P/E ratios gonna crash. At the same time, that big 7 tech comp had already lend out the stock and debt to boost cash for the fight. I don't see any business model that can hold the stock price like SPCX.
3, war had been years around middle east, which should not have such big impact and time range. Yet to cover the bad act from somewhere, US had been invested and spent a lot of on it. In this case, JP will be suffering in the coming future.
Posted Jul 9, 2026, 7:53 PM UTC