• M2

    https://fred.stlouisfed.org/series/M2SL

    Fed Policy Rate

    VIX

    Trump’s remarks about hitting Iran extremely hard triggered the VIX spike.

    The Shift from Conflict to Ceasefire (April 1–8) led to release in the VIX.

    ETF Sectors for a month

    SMH

    JETS

    TAN

    XLP

    IGV

    ETF Sectors for 3 months

    XME – Important issue

    S&P500 Sectors for a month

    DASH

    TSLA

    HOOD

    COIN

    DDOG

    Half Year Performance

    Airports & Air Services – World Cup related

    Pollution & Treatment controls – cyclical low

    Medical Devices – cyclical low

    Utilities – Independent Power Producers

    Footwear & Accersories – World Cup related

    Pharmaceutical Retailers – cyclical low

    Seasonal

    1. Summer : Electricity, Solar(ICLN)
    2. 2026 world cup : Hospitality(BEDZ)
    3. 2026 issue : Mine, War, Space, Electricity(ICLN), Ess

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  • A clear day awaits.

    Greeting the dawn mist on the porch, I put on my shoes.

    Pushing open the cold iron gate,

    my warm breath rising from flushed cheeks

    spreads into the layers of sunlight through the fog.

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  • 🍓 My Simple Strawberry French Toast

    Ingredients

    • Bread: 2 slices of white bread.
    • Egg Mixture: 1 egg + a pinch of salt (whisked together).
    • Cooking: A knob of butter.
    • Flavor: Strawberry jam (on one side of one slice).
    • Side: Fresh strawberries.

    Instructions

    1. Prep the Bread: Spread strawberry jam on only one side of one slice of bread.
    2. Coat: Whisk one egg with a pinch of salt in a shallow bowl. Quickly dip both slices of bread into the egg mixture until coated.
    3. Fry: Melt butter in a pan over medium-low heat.
    4. Toast: Place both slices in the pan. Cook until the bottom is golden brown, then flip and cook the other side.
    5. Serve: Plate the warm, jammy toast and enjoy it with fresh strawberries on the side.

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  • February – Days Growing Warmer

    I bought a notebook for journaling.

    I bought a Uni Tri 3-color pen. The ink is refillable.

    I decided to write my story.

    Through writing, I organize my thoughts and bring order to my inner world.
    That is my strength.

    I went hiking on Daedeok Mountain.

    The leader of our hiking group guided us along a trail he had never taken before.

    We didn’t know the way and wandered at times.

    The course was more difficult than I expected, and I had to use my body much more than I thought.

    It was a five-hour hike.

    The next day, I felt as if my spine had been stretched straight and firm.

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  • I walked along the Yeongildae seaside path.

    The water flowing within the breakwater was crystal clear.

    The sound of water splashing against the rocks—clink, sparkle, clink.

    That sound made me look down.

    It felt as if the sunlight and the water were speaking to me: “Look at this small, clear moment.”

    Farm Table Cafe at Yeongildae.

    Sunlight streaming onto the warm wood— this is exactly the kind of interior I love.

    Reflections 1

    In the face of hardship, my heart had to choose between good and evil.

    “Good” meant steering myself toward a positive path, while “evil” meant letting myself be swept away by that very hardship and the darkness within.

    My greatest vulnerability has always been related to my parents.

    Because those wounds remained unresolved for so long, they began to grow into a shadow within me.

    But in the end, I realized: this is the life task I must overcome.

    Reflections 2

    When I work, there is a certain sense of “connection.”

    When I focus deeply and think seriously, it feels as if my energy begins to resonate, creating something meaningful.

    It’s when I feel this connection that things truly go well.

    But then, there is something that tries to replace that feeling.

    It’s the mindset of relying on a lucky draw, hoping for a fluke.

    It’s that feeling of wanting the result without the effort or the serious contemplation—expecting a reward simply because I “spent some time” on it.

    I must not let a lucky draw replace that genuine connection.

    I will protect my heart.

    Reflections 3

    Areas that require training: understanding my internal rhythm and learning how to manage the direction of my soul.

    Professor Adam Tooze said that this is a domain that can be trained, much like mastering a musical instrument or an athletic skill.

    To start, I will focus on how I use my calendar.

    I’ve decided to get rid of my To-do lists.

    They seem to drain my energy.

    Instead, I will mark deadlines on my calendar and list my priorities.

    I will also write down the key ideas and essential questions I have regarding each task.

    When we live through long seasons of peace, we fall into the illusion that human beings are inherently good.
    When we endure long seasons of hardship, we fall into the illusion that human beings are inherently evil.

    In peaceful times, white roses bloom.
    In difficult times, red roses bloom.

    I want to blend them all together —
    and become a pink rose.

    The world is half good and half evil.
    And that evil is subtle and meticulous —
    so cunning that we are almost destined to fall before it.

    That same darkness exists within me, too.

    To fall to evil is part of life,
    and to rise again is also part of life.

    Let us live with Jerusalem within us — not heaven, but Jerusalem.
    I choose to live not in heaven, but in Jerusalem.

    Jerusalem has known endless wars,
    and yet it still carries traces of heaven.

    Let us be a lotus blooming from the mud.
    The impurity of the world, the impurity within my own character —
    acknowledging them, yet still holding the will
    to become a more beautiful human being.

    That will is what will make the flower bloom.

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  • 워드프레스에 오신 것을 환영합니다! 회원님의 첫 번째 글입니다. 편집하거나 삭제하여 블로깅 여정의 첫 번째 단계를 진행하세요.

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