불황기의 주식 투자 전략과 기회

### 증권 전문가가 알려주는 개인 주식 투자자를 위한 핵심 팁
* 📉 "작년에 **200년 만에 처음으로 폭락**이 있었습니다. 이제 그런 기회가 오고 있습니다. 지금 기회를 잡으려면 **주식에 투자**해야 합니다."
* 💰 "지금 열심히 일할 기회가 있다면 **야근을 해서라도 많은 돈을 모아야 합니다**. **빚에 대한 이자를 갚으세요.**"
* 📈 "때가 되면 **3억~5억 원 상당의 물건**을 사서 레버리지를 활용해 무언가를 할 수 있습니다."
* 📊 "채권 금리가 **4%를 넘으면 ETF와 같은 좋은 채권**이 있습니다. 국채 ETF는 **1%의 수익률에 25배를 곱하면 25%의 수익**을 얻을 수 있습니다."
* 📈 "모든 것을 다 하는 것이 중요한 것이 아니라 **좋은 포트폴리오를 갖추는 것**이 중요합니다."
* 📚 "주식 투자를 공부하세요. 제 책 한 권을 추천해드릴게요. 제가 추천하는 첫 번째 책은 **'브라질에 비가 오면 스타벅스 주식을 사세요'**입니다."
* 🏠 "지수 주가가 바닥을 치면 아무거나 사면 **오를 것입니다.**"
* 🎯 "성공하고 싶으면 **내려놓고 여의도로 와야 합니다.**"

투자자는 주식 투자를 공부하고 특히 불황기에 투자할 때는 업계 지표에 집중해야 합니다.

Please go now and check the KOSPI 200 stocks chart. Are the people who bought Samsung Electronics and Hynix doing okay? They say whenever the soulmates come out, you should definitely buy them. But all the people who followed the technical analysis and invested in soulmates are now dead. It's said that all the leading stocks in the industry have collapsed. These are the evidences of what I call instation. No matter how good a job you have, if you end up making money with me, who is worth 5 million won, and bring that money to the reception in the end, what will happen? It's an opportunity to make money from all sides, but if you don't have money, what should you do first? You need to try many ways. Last year, there was a crash for the first time in 200 years. Now, those opportunities are coming. If you want to seize the opportunity now, they say to invest in stocks. Come in, come in, that's it. I'm a mid-tier man, but I'm telling you to stop.

I got the reset twice. When the public performance drops by 75%, Liman Brothers got hit hard as soon as they got a job. My life is not a well-settled life. You have to make a lot of cash, especially when the recession hits. If you have a chance to work hard now, even work overtime to save a lot of money. Pay off the interest on the debt. If you can't handle it later, how do you know if you will be laid off from the company? The company could go bankrupt, and for those who have money, it's better to look for things like bank deposits or bonds. Don't buy gold. I tried it, but it leads to war or can't be sold, and it's really hard to dispose of it at that time. My mother bought gold with 25,000 won, 30,000 won at that time, and gave it to me when I got married. She saved it for 20 years with the intention of doing that.

It's not about investing, it's not investing. Then there's not much else you can do, right? There's not much left. And if you study, that's enough. Study stock investment. Please study stock investment. Let me recommend a book, my book. The first book I recommend is If It Rains in Brazil, Buy Starbucks Stock. It's a book from 2003 by Peter Navarro, who is an economic advisor to the Trump White House, and he is a professor at Harvard University. I read that book and threw away all the random books on charts and such that I had for a long time, and just kept that book with me. I slept with that book for 20 years since 2003. Even after coming to the securities industry, whenever someone asked me, How should I invest in stocks? I always gave them that book. What I studied 20 years ago is still useful today. Macros are not that useful, so.

Study the industry and sectors, study macroeconomics. There are people like me who will change positions again when I give a signal, and we will just make a profit. The recession has passed, so invest in stocks. But why is it a recession? This apartment was worth 1 billion, but it dropped to 500 million. However, it's now on urgent sale for 350 million. Thank you, right? If it's now, you would go and buy it immediately. So, it's not a recession now. If a property worth 1 billion is now at 350 million, you would make money if you buy it. But I don't have money, so I'm going to the bank to borrow. Everyone is becoming a credit delinquent because the bank is also in a recession. Due to our presidential election, you also need to repay the loans from the credit loan because of the recession. That's why it's a recession. Money doesn't flow, but people think of a recession too metaphysically. It's a situation without money, where asset prices are dropping, but it's an opportunity to make money from all sides.

I don't have money, so what should I do first? The way is to manage money. When the time comes, you can buy something worth 300 to 500 million won, leverage it, and do something with leverage. So even if you have 200 million or 150 million, you can somehow figure out how to get something worth 350 million and do research at that time. Why do you research now when you have 2 billion won and there are properties worth 1 billion and 2 billion won? It's not right to say that. When you borrow 200 million won, it's 5%, but if it goes above that, it's 7%, 8%, or even up to 10%. Then, it's the cost of capital through which you acquire money. It's like the average cost of borrowing money. Then it's 8%. So if you borrow 100 million, it's 8 million won. If you borrow 500 million, it's 40 million won. Why do you do that? Just live on rent, 3 million won each month.

No, it's not better to pay 5 million won in rent. And if you buy a 2 billion won property, you put down half of the money, borrow the other half, and pay back 80 million won at 8%. Why would you do that? Is it rational? Even if the value goes up, I won't do that. This situation occurs before a recession. When a recession comes, someone with 1 billion won can buy an apartment, and the landlord will beg you to buy it because they can't rent it out. This is my philosophy. So, manage your cash and money first. Pay off your debts, don't buy gold or things like that, it's not worth it. When bond interest rates are above 4%, there are good bonds like ETFs. National bond ETFs give a 1% return increase multiplied by 25 times, so it gives a 25% profit. It's good, right?

There's something called duration. So, bonds, if you invest in international 4% bonds, some experts say weird things. What's the point of getting 4%? they say. It's not like depositing money in a bank. Bonds have capital gains as well. Like stocks. So, bonds are like putting together bank deposits and stocks. So, you not only get interest but like stocks, the price goes up too. When interest rates go down, bond prices go up. So, if government bonds are at 4% or 5%, that's great. That means bond prices are low. If you buy bonds, when interest rates go down, the bond price goes up, just like a seesaw. If it goes up by 1%, you multiply it by the duration. For example, if it's a 30-year U.S. government bond, you multiply by 30, which is 25 years. Then you multiply by 25.

Every time it drops by 1%, 25% each, so for example, if it was 5% and then it comes back to the previous recession and reduces to the 1% range, it's 4%, right? If it's 4%, it's not good to the power of 1.25. Is this worse than real estate? Even if you pay some taxes, they recommend doing ETFs. Oh, this kind of thing should be paid for. Because of this part, I get a lot of criticism. Right now, whether it's robot stocks or whatever, they're just going up. If you summarize only the good ones, it's a short squeeze. So, to go up, everything has to go up. EcoPro should not just go up with BM. That's the best, so it goes up. Do you understand? Up to a certain point, but now it's not that. It's fighting with short selling and going up. Like Cosmo Chemical, Cosmo Shinsei are going up. Then the company is good. During this time, they were only doing electric tools and batteries, but now they are moving into electric cars. The company is.

By transforming, things can get better. If you have eyes to see and just have information, you can do it. But don't just hit everything. It's not about hitting everything, but about having a good portfolio. Even if you're good at AR robots, it's okay. A company with a market capitalization of 50 billion increased from the 400 billion range to 800 billion. Then, I can become rich with that. That's possible. But as an expert, am I saying that I've taken thousands of customers with hundreds of billions and entered there? We can't buy everything, right? So, we talk about the momentum of themes and niches. Short-cover momentum, then the GPT momentum. If you receive 5 million won, you receive a lot. If you keep doing it diligently, you will receive a lot. Money Inside, I don't even know what the content is, but I go and try to make some money like this, and live my life caught up in that debt.

Don't bring the money you've worked so hard to earn to the reception at the end. Don't do that. Individual investors don't know well. When the reception comes, it's like a plane crash when Crush comes out. That's how assets crash. You can't stop it when Crush comes out. But when the reception comes, you quietly slip away. Let me give you evidence. Go check all 200 stocks on the KOSPI chart now. That's the evidence of what I'm talking about with the reception. Even if you check it, it sounds like I'm lying. What you said about the reception, what it's like, if you're a securities expert, you should be trading stocks related to GPT and make ten times the profit. That's what an expert should do with stocks. I'm not a short-term trader, I'm a securities man. And I only do macros.

We are not talking about specific stocks, but please go and take a look. Look at ETFs and funds. Look at the charts of 200 different stocks. Check how many items are on the chart. It is said that the representative stocks of the industry have collapsed on the chart. However, if employees want to invest, shouldn't they invest when the representative stocks are turning around? If you work hard to earn money and put it in as collateral, don't you think you should wait for it to pass through the bottom and enter safely? That's what I'm talking about. Anyway, if we organize the things investors need to do, it seems it will be fine. Stocks will come out a lot later when the revolving prices go around, so don't worry. Timing is important. Timing is crucial, especially towards the end of a 10-year cycle. Many people talk about it. Whether it's the point of going up or going down, how do you know? If you do it like a securities person, it's not like that.

If it works, it's the same. How do you know when you'll be hungry? You shouldn't prepare for when you'll die. Because you don't know when you'll die, you get insurance and prepare everything. And just because you can't get it right, it doesn't mean you shouldn't do it. We all can't get it right. We all live with uncertainties. But we live doing our best. However, the macroeconomy is sending signals through indicators and dashboards like this. Turbulence is coming now, problems are arising. So, I'm telling you that. It's not about when or how it will happen, but it's about sharing experiences from the past on what to do in such cases on a historic level. It's about solving an equation. What are the characteristics of solving equations where x + y equals z, like this? The number of unknowns is greater than the number of equations, originally.

The number of equations and the number of unknowns must be the same to solve it, right? But as we delve into the negative equations, the solutions are either overwhelmingly abundant or scarce. Anyone can make money, whether big or small, in a bull market, but in a bear market, no one can make money; it's all about losing. It's a reset, there is no solution. And having a unique solution, either it's the current one or nothing else, like in economics, doing too much of something isn't good. It's like having a unique solution, so it's all about experience. Just like, for example, when semiconductors are running, how do you know when and how they will run? But if you invest personally, you don't know, but the experts do. When the ISM manufacturing index crashes, they yelled not to buy semiconductors, but if only 10% of semiconductors rise from the bottom, it's good to sell there and wait. Even though the indicators are going the other way, stocks can rebound, you know. On the day my video comes out, the index can rebound.

You know, who knows, but generally speaking, semiconductors have been continuously dropping. Are people who invested in Samsung Electronics and SK Hynix doing okay now? But the thing is, what I'm asking is about the index players. When you hit rock bottom, you should have invested in May, October, and December. You need to invest three times. If your account is in good shape but you don't have money, how can individual investors invest? It's not possible. And for example, if you invest in stocks like in the U.S., like Tesla, it's good, right? It's the top performer. But if you need money, can individuals participate in a rights offering now and receive it? Can you subscribe to a rights offering because you want to? You won't be able to get the stocks. That's the problem. You need to research and understand those things well. However, in terms of ISM manufacturing...

I broke it. I shouldn't have done semiconductors. But then people who have semiconductors, like those who have a million anti-fans, come and say things that are unheard of, and they come and do it. If that happens, the ICM goes up, and then it's a big deal. Samsung Electronics goes up. Then the parts suppliers behind them follow suit in a quarter or two. At first, Samsung Electronics runs out of stock on that day. Then it jumps once. But the performance, it needs to increase its operating rate. It has to deliver afterwards, so the performance can only be reflected later. So, it goes up once and then comes back down. Then it's safe to buy at that time. Technically speaking, it's like a pair of pants pattern. So, when the pair of pants comes out, it always wins. But now, those who came out with a technical analysis of the pair of pants all died.

The trend has died down, so at a time when the trend is less prominent, we should look at technical analysis and indicators to discuss. We cannot predict the future now. How far will it fall? If Hynix usually operates at a deficit, then if they do, should we buy? But this time, we don't know what will happen, so should we invest in Bandi as well? There is talk that this time the deficit could be quite large. The consensus is around 3 trillion in the negative, but it could be even larger. So, when the stock price drops significantly, there are people who buy at that time. Then it rebounds. It was the same this time too. Since the fourth quarter is not good, there is a rebound. But do you want to buy stocks to catch the rebound? It means catching the trend. When it comes to stocks, I've been chasing after making money with one stock for 10 years. If you think a certain stock is good, you have to chase it for 10 years.

Since the market capitalization needs to increase in order to make money, that's how it goes. So now, when I think about it, the logic of investing in stocks and the logic of macro are different, so you may not understand it well. There are various indicators. So, when those indicators are good, that's when you should invest. When the indicators were good last year and the year before that, my clients and I touched money that we had never touched in our lifetimes. When I talk with investors, I always mention that. Why do you keep looking at famous ones and keep focusing only on Nasdaq tech stocks? When natural gas was $10 tangled, if you buy an ETF and switch positions by 500%, there are opportunities everywhere. But without trying that, when experts make suggestions about a certain area, it's about whether you accept it or not. That's the difference. Why do you keep insisting on inverse ones even now? It's foolish to stick to triple ones. When the reset comes, it will be fine. But now, why keep insisting on inverse ones?

Even if Jangse did that, it's not the way to do it. Even if he says to do it, you should do it with one ship or two ships and scratch a certain index range. If you can't go over that, you should hit it there. When you come down, you should just pour it in and do it. If you keep doing it, you will lose everything. I said not to do the inverse. Now, government bonds are good, right? Last year, there was a global price collapse in 200 years. It was a collapse in 200 years. If it doesn't go up there, when Europe is about to go to war, if it doesn't go up, there has never been a bond collapse like that. But isn't it good to buy those bonds? I think so. I mentioned earlier about leveraged ETFs. Now, even beginners can do ETFs. If you do that, why do you keep going with just stocks that don't work well, stocks that don't work well, and eventually get ruined and torn apart? How can you close your eyes and invest in stocks like this with your family?

Drive a Mercedes, drive a Porsche, buy clothes for your wife. Don't think about this. When you invest, think the opposite. If I mess this up, I have to live a tough life. You have to suffer because of me. Then you have no choice but to be cautious. You have to watch big companies scrutinize portfolios. Regardless of whether the stock price goes up or down, look at Samsung. Samsung, with all those brains gathering, wouldn't they be planning their portfolios? They are into biotech, secondary batteries, passwords, displays. They are slightly hesitating. Then I can hesitate a bit too. Just do what Samsung is doing, what Hyundai is doing. Work hard to avoid defeat. If you do that, you will find good stocks from there. Consult with experts about that. If you study, you will see everything. When looking for something, just believe what you see. Your academic record is good.

Revenue is coming in well or there is a basis for good revenue like in the case of KakaoTalk, where revenue was not recorded for a while, right? For several years, revenue wasn't recorded, but then they just kept increasing the number of users, and suddenly the revenue shot up. The same goes for games. Before implementing in-app purchases, they might have server crashes. Eventually, when people start making purchases, the revenue spikes. In these cases, you shouldn't look at revenue, you should look at the number of users. When investing in growth stocks, for example, companies that produce battery parts, it's not about the current earnings but about the potential for a large amount of money to come in. If a public announcement states that they need to achieve 6 trillion won in revenue, then you need to invest 2-3 trillion won now. If you don't have the money, looking at financial statements or things like that can be chaotic. They might end up doing a capital increase or issuing new shares.

You should do that, but the stock prices keep going up. That's what investing is all about. If you say it's not like that, existing stocks are those where sales and operating income are steadily increasing. You should focus on trading those. Watch them carefully, pick out good stocks, and buy them when the prices drop. You shouldn't buy good stocks at high prices. For example, rather than buying suits at luxury brands like Giorgio Armani or department stores, if you buy them at a discount store, you can get a suit worth ten million won for three million won. That's what you should do. Even when buying a pair of jeans, people do some research, but when it comes to stocks, they don't. So, it's frustrating. Don't believe in the logic that stocks that are going up will keep going up. People invest in stocks to make money, not to believe in a certain logic. Professionals are doing it. Stockbrokers come in and make quick decisions.

Eat quickly and come out, the commission comes out. Eat quickly and show something, so I look like a capable uncle. You don't need to do that. When you lose a lot, just eat it. Most stocks are related to plus 0.7 to 0.8. When the index goes up, they go up too. When stocks hit rock bottom, just buy anything and it will go up. It's not because the chart looks like this, it's not because foreigners buy and it goes up. It's just that if you buy when it's cheap, you'll make money. So, look at that, and then there's the government's measurement. Like space, the population keeps decreasing. But now, when we go to war, before, we only had to deal with North Korea, so we just needed a lot of army. We had to keep the armistice. But now, it's not like that anymore.

We make fighter jets, and our country even exports them. People really underestimate this. It's not a joke. Hey, our country is making fourth and fifth-generation fighter jets. It's truly amazing. The government is nurturing this. Now, robots, satellites, and other things. The population keeps decreasing, but we need to protect the country. And it's not just about dealing with North Korea; we also have to deal with China and Japan. We need to increase our naval power because we have to protect the country. So, companies like LIG Nex1, starting from the defense industry, including Hanwha Systems, Hanwha Aerospace, and so on, with all these aerospace and naval weapons, if the Ministry of National Defense invests in these, the country will continue to prosper. But to protect this, there are no people. The birth rate is low, people don't want to join the military. That's why robots, aerospace, electronics, this is the future. Investing tens of trillions in that direction.

Since you're going to hit, you should do that while looking at those industries. In the short term, since it has risen too much, it seems like you shouldn't buy. Anyway, when I talk about securities, there was no rewarding information like last year. Making money from stocks is one thing, but I also helped customers to get out of a big drop and some even bought houses and cars with the money they earned. I received a lot of gifts and am thankful. I do stocks in the office to be happy. However, in this field, in platforms like YouTube, it's too quick to criticize, just looking at what's right in front of you. I try to present this. If you achieve what you desire, you won't be happy. It's about proportion. When experts talk about proportions, it could be their dream. Saying, I will earn 10 billion won or 100 billion won, investing in Tesla, and trying to change their lives, that's the logic that person should have. Leading customers to sell.

You need to have money to do that logic, but there is no reason for individual investors who invest in their own stocks to fall into that rhetoric. It's zero. When the market has dropped a lot, go in and take 30% profit. If you have 100 million won and take 30% profit, it's 30 million won. Try giving that to your wife. Don't invest. Why are you doing that? You can invest your whole life in stocks. If you just open your body and fall, you can earn 30 million won each. Why do you do that? You need to learn that. We need to know where the bottom is and where the top is. Korea has been in a box for 10 years, but why are there so many people who are making a fuss there? Only 5% of people make money. But among that 5%, following the logic of the 1% or 2% who make money, saying that you have to eat up the skyrocketing stocks and leading stocks to make money.

Are you asking if you really need that much money? Are you willing to put 10 billion won as collateral for your children and wife, and invest in stocks like that? Or would you rather give your children a monthly allowance of 10,000 won, buy them what they want, hold hands, go out to play, take a walk, stretch out on the floor, and sleep while investing in stocks? Is that what you want to do? It's about organizing your perspective. If you want to succeed, you have to let go and come to Yeouido. If not, there's no need to do that. So, I'm writing a book this time, and I hope you'll love it and find it organized. It's about how individual investors can make money at certain stages. I've lost a lot and earned a lot myself, but what many people demand is just being happy with earning 30% to 50% in a year. They just want to be able to invest their pension well. It's too simple. It's easy now.

Such opportunities are coming your way, but if you keep avoiding them and getting caught up in strange rhetoric, following random information, you will end up missing out on everything. No matter how hungry you are or how urgent it is, you don't go to a celebration and eat rice cake. But right now, with a recession looming, I see many people who are like that. I hope they don't do that. So, in order to be happy, please study a lot about investment methods and succeed. Thank you. When you look at the floor area ratio of those apartments, it's usually 17-15%. You need to provide only 20 pyeong of land for 2 units, and you get 200 pyeong for the 10th floor. If you know the Zai system, which I guarantee in real estate, half of you already know it. The rest is just details. There's no need to talk about it being pretty without knowing it accurately.

미국이 '200년'만에 폭락하며 남긴 '이것', 평생 부자 될 기회가 열립니다. (강영현 이사 3부)

돈이 되는 유익한 이야기 머니인사이드입니다.

※ 투자에 대한 책임은 투자자 본인에게 있습니다 ※
※ 머니인사이드는 절대로 '종목 추천', '부동산 상담' 등을 하지 않습니다! ※
※오픈카톡 등 머니인사이드 사칭에 주의하세요※

출연/광고 문의 : moneyinside.kr@gmail.com







머니인사이드

기술적 분석에 기반한 '소울메이트' 투자 전략을 따르는 것은 손실을 초래했습니다.

연사는 불황기에는 주식 투자를 포함해 다양한 방법으로 돈을 벌 수 있는 방법을 시도해 볼 것을 권장합니다.

시간이 지나도 여전히 유용한 지침을 얻기 위해 "브라질에 비가 오면 스타벅스 주식을 사세요"라는 제목의 책을 중심으로 주식 투자를 공부할 것을 권장합니다.

레버리지로 고가 자산을 구매하는 것을 고려할 때 자금을 효과적으로 관리하는 것이 중요합니다.

투자를 고려하기 전에 빚을 갚고 불필요한 지출을 피하는 것이 중요합니다.

특히 금리가 낮을 때 좋은 수익을 제공할 수 있는 채권과 ETF에 투자하는 것이 좋습니다.

주식 시장에서의 투자 및 타이밍에 대한 조언

주식 시장에서 성공하려면 변화와 정보가 중요하지만, 모든 것에 투자하기보다는 집중된 포트폴리오를 갖추는 것이 중요합니다.

연사는 특히 10년 주기의 끝자락에서 타이밍의 중요성을 강조하며 투자자들이 거시경제의 신호를 살펴볼 것을 권장합니다.

또한 시장의 예측 불가능성과 투자에 최선을 다하면서 불확실성을 감수해야 한다고 강조합니다.

시장 혼란을 헤쳐나가기 위해 과거 신호와 과거 경험에 주의를 기울여야 한다고 조언합니다.

다양한 시장에서 방정식 풀고 수익 창출하기

방정식의 수와 미지수의 관계는 해법을 찾는 데 매우 중요합니다.

상승장에서는 돈을 버는 것이 더 쉽지만 하락장에서는 어렵습니다.

주식 투자에 성공하려면 시장 지표와 타이밍을 이해하는 것이 필수적입니다.

변화하는 시장에서의 투자 전략 재검토

주식 동향이 눈에 띄지 않는 시기에는 기술적 분석과 지표에 집중하여 투자 결정을 내리는 것이 중요합니다.

시장의 예측 불가능성은 전통적인 주식 매수 전략을 고수하기보다는 주의를 요합니다.

국채와 레버리지 ETF 등 투자 옵션을 다양화하고 글로벌 이벤트가 시장에 미치는 영향을 고려하는 것이 현재 금융 환경에서 보다 신중한 접근 방식이 될 수 있습니다.

삼성과 현대자동차의 신중한 접근 방식처럼 투자할 때 일반적인 통념과 반대되는 접근 방식을 고려하세요.

성장주에 투자할 때는 현재 수익보다는 미래 수익의 잠재력에 집중하세요.

옷을 쇼핑할 때 할인 상품을 찾듯이 주가가 하락할 때 좋은 주식을 찾아보세요.

지속적으로 상승하는 주식이 계속 상승할 것이라는 논리를 맹목적으로 따르지 말고 정보에 입각한 결정을 내리는 것이 중요합니다.

항공우주, 해군 무기 및 기술에 대한 투자는 북한, 중국, 일본의 잠재적 위협에 대처해야 하기 때문에 국가를 보호하는 데 매우 중요합니다.

인구 감소와 저출산으로 인해 미래 국방 전략으로 로봇 공학, 항공 우주, 전자 공학에 대한 관심이 높아지고 있습니다.

방위 산업에 대한 강조는 군 인력 충원의 어려움에도 불구하고 국가의 번영을 보장하기 위한 것입니다.

스마트한 주식 투자를 통한 수익 창출

개인 투자자는 주식 시장에서 무작위적인 정보와 이상한 수사에 빠지지 말고 건전한 투자 방법을 배우는 데 집중하는 것이 좋습니다.

핵심은 비현실적인 수익을 쫓기보다는 언제 매수하고 언제 매도해야 하는지 아는 것입니다.

저자는 성공하기 위해 투자 전략을 공부하는 것이 중요하다고 강조하며 망설이다가 기회를 놓치는 것을 경계합니다.