I want to stay away from Bank of America stocks. I want to avoid market turmoil without warning, as the Bank of America bankruptcy will occur.

I don't think last year's bank failure is over yet. Due to the effects greater than the Lehman shock, it took time for it to end even at that time. In terms of scale, the spark hasn't gone out, and I've been wondering for a while that there is a possibility that bad debts will be revealed in the future and bank bankruptcy will occur. Interest rate cuts are expected until 7/30. Will there be 2 times before the end of the year? The problem is the rate of interest rate cuts. In any case, interest rate cuts are negative for banks. Isn't this going to speed up the bank bankruptcy described above? I think the key currency of the dollar will be protected, but the movement to sell US bonds and hold gold and the withdrawal from dollar settlement are also worrisome, and the battle for hegemony over the key currency, the dispute between the US, China and Russia in the Arctic oil fields, and the Arctic has become a place of hegemony battle as a military strategic point.

This has been reported in Europe, America, and emerging countries, and is well known to the general public, but it is not reported in Japan.

The US economy will slow down, but it won't go so far as to fall. Innovations are constantly occurring in various fields, mainly in the United States. As for US stocks, companies with an advantage in the corporate market with innovative technology and services will grow by sector and within growth sectors.

Meanwhile, there is a risk of interest rate cuts and bankruptcy, so I want to avoid investing in banks. It is an industry where insurance-related matters are also negatively affected, and there is also a risk of issuing insurance claims for hurricanes, etc. such as abnormal weather due to global warming.

Inflation progressed in the United States, and depending on the state, the number of people living on cars and people living on the street increased, and I also heard that stores sold in glass cases similar to watches and jewelry from looting of general products, and retail chain stores withdrew because shopping malls and stores were forced to close due to destruction and looting, and while wages rose, polarized, the number of poor people increased, and security deteriorated, and in such regions, shoplifting robbers were not arrested for tens of thousands of yen, crimes Many police officers can't handle it, and the jails are full, so it seems like they can't handle it.

The index of such social turmoil and riots has also increased, and the number of people living on the street living that day is increasing in the number of people living on the street in an unequal society depending on the region, with an annual income of tens of thousands of yen.

Especially when it comes to investing in US stocks, this kind of news does not circulate.

Also, the cause of Japan's inflation due to high crude oil prices must have been the beginning of the Ukrainian-Russian war, but it is correct to say that it actually soared because Biden dogmatically prohibited oil drilling with the exception of part one year after the war. Biden has also made other major mistakes. It is a privilege for Nixon to have a key currency unless the nation goes bankrupt due to a default by turning a rotary press that prints dollar bills with a mechanism that has contributed to the economic and military development of the United States today, starting with the Petro Dollar Policy, in order to rebuild the US economy suffering from recession, and it is not a debt as long as it is a hegemonic nation.

However, it was Biden's mistake that broke the structure of the petrodollar (petro means petroleum and dollar is a neologism), which supports the United States and is the source of development, and spurred the movement of currencies to replace the new dollar that spurs the crisis of the US key currency and spurs hegemony battles.

Petrodollar has religious disputes around Saudi Arabia, and there are neighboring countries with different ethnic groups, and the US government, the CIA, and the Department of Defense think about a sense of crisis of invasion, and the US requires dollar settlement when exporting crude oil to Saudi Arabia in exchange for conditions where the US protects Saudi Arabia and sells weapons to Saudi Arabia, and also makes them buy US bonds with money obtained from crude oil, and a contract to guarantee security with Saudi Arabia is signed.

In addition to prohibiting imports and exports excluding specific products as economic sanctions against Russia due to the Ukraine war, Biden also froze US bonds held by Russia and frozen US bonds of important Russian figures and wealthy people on the government side. Therefore, the Russian government and Russian citizens increased their holdings of gold as physical assets. Looking at Russia's freezing of US bonds, the next step is to sell US bonds and buy money (gold) when it comes to itself, and Saudi Arabia buys gold in countries that like gold as ornaments, and there is a background where both institutional investors and individual investors are speculating on gold and the price of money is soaring.

Japan holds the most US bonds and supports the United States. The Japanese government has also raised its gold ownership rate slightly. Biden's freeze on Russia's US debt came back like a boomerang to the US. The withdrawal from the dollar has progressed, and until then, the dollar, which is the key currency, was essential for trade, but in emerging countries including Russia led by China, settlement movements to replace the dollar in the euro area, and even Saudi Arabia partly uses Chinese yuan other than the dollar for crude oil exports, etc., creating a critical situation in the Petrodollar system and a battle for hegemony over the key currency is occurring.

But the dollar is strong. If you say that the dollar is strong, it may be correct to say that the yen weakened against any currency and depreciated. I don't feel attracted to Japan like the next Turkish lira. Other than due to high crude oil prices, it is also said that the depreciation of the yen progressed in order to buy dollars in order to buy US stocks with the new NISA, but I don't know the truth or falsehood.

I think Trump's victory in the US presidential election is strong, but if that happens, the policy will reverse again. First, I want to benefit from related stocks from the Third Petroleum Revolution. If the administration changes, policies will also change, and I think we will enter a turning point in investment due to changes in exchange, crude oil, and geopolitical risks in the global economy.

From now on, I would like to gather information and invest wisely to pass the year.

(Note: There may be cases where the information described above is received or misunderstood due to errors or expressions. Please check the authenticity of the information you are concerned about yourself. (These are just personal information and opinions, so invest at your own risk)