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 The IT sector is continuing its sluggish stock price trend amid concerns over a decline in global demand. It is natural that demand for IT products decreases when the economy worsens. Analysts say that the foldable market is in the early stages of blooming, and core parts stocks are worth paying attention to. It's better to put related stocks together and check them out.  ​ ​ Demand Peak-out Concern  ​ Demand for IT sets is hard to be optimistic about. It is because of the high base of COVID-19 for two years. Already, the decline trend is clear in major set families.  ​ - Smartphones, TVs, and tablets are clearly seeing a decline in demand. (3Q21 Peak-out)  - Sales of laptops have also begun to decline. (1Q22 Peak-out)  - Home appliances are also feared.(2Q22 Peak-out expected) /  - Only the server is solid.  ​ GOS controversy is also an obstacle to Samsung Electronics' Galaxy strategy, which was aiming to restore its market share. It is a negati...

 Inflation ​ The idea of inflation, rising energy prices, and growth in emerging economies ​ I was greatly influenced by Son Ji-woo's "Fear of Oil." ​ (It may be more of a brainwashing because it is a book I read when I started to be interested in going around the world.) ​ The one message that remains the strongest in "Fear of Oil" is  ​ Korea can grow real in an inflation/high oil price environment  ​ It's been a long time since I read it, so there may be distortion in my memory. ​ ​ Since the inflation was revealed, it's clear now ​ When it comes to inflation, it's a good thing for Korea, so I'm only looking at Korea. the supply and demand ends ​ What I'm most concerned about right now is  ​ It means that we should get close to the supply chain in some way. ​ (Supply side) Resources - Production - Distribution - Service - Consumption (Demand side) ​ In this trend, the inflationary situation is  ​ Players who are close to the supply chain p...

 The thought of LUNA is from being uncomfortable to being anxious from uneasiness to expectation  ​ Conditions for Sustainable Defi 2.0 Defi 2.0 is criticized for its structure Intuitively, the structure of our world is also similar to Defi 2.0. ​ In order to keep the system of our world from collapsing, Maintaining governance is key. They need to have more than half of their core resources You have more than half of the core liquidity  Allows the system to operate without disruption. Defi 2.0 is not going to collapse  Governance tokens and currencies. Creating a structure that allows administrators to dominate them is key. It talks about the game theory for maintenance and the trust of the participants In the first place, the easiest answer is for administrators to take complete control of governance and get the system up and running. ​ Luna's Sustainability Luna created a structure that allowed both token control and currency control Wouldn't they have overwhelming...

 A blockchain-based game called Big Time is being prepared for launch  The game is not released yet, but the pre-Land sale starts tomorrow at 6 a.m. on the 22nd. The coinage atmosphere is generally sluggish, but the individual NFT market is still hot. In particular, pre-sales, minting, and subscriptions are boiling whether it's coins or real estate. Real Estate in Virtual World 1 When I first came across this idea, I thought, "The virtual world's real estate is different from the real world." Real estate is the underlying asset of our ecology, which is the basis of production  It was judged that real estate in the virtual world was actually like an industrial product.  It's not like land, it's like a locker room. It's not like we're going to have real estate  If you're going to take a limited share of the land, which is the fundamental asset,  Real estte in the virtual world has a very weak intrinsic scarcity and the role of underlying assets with...

Profitability of Japanese listed companies is a benefit of management innovation and profitability improvement. This year, the investment boom is hot due to abundant liquidity and low interest rates caused by the COVID-19 incident. U.S. stocks hit a record high, selling investors amid a struggling and waning Korean stocks. In the previous work, we looked at the Japanese real estate market, which is still strong despite low birthrates and declining population. This time, we will look at how Nikke i 225 has continued to rise over the past decade, focusing on the Japanese stock market. The key to many factors is structural reform. "Data 1" shows the changes in labor productivity in Japan since the 1960s paper series 21J027. Labor productivity refers to the amount of output produced by workers. In the 1960s, it grew at an annual rate of 8 percent. In the final analysis, the Japanese stock market sent a "lost decade" in 1990 due to active interest rate hikes in policy a...