The world is an ever-changing world, and stock market is everchanging also. Now S&P and DJIA are on record high again after the Operation Absolute Resolve. It is a good beginning of the year, especially just after the Santa Claus Rally, how do we expect the 2026?
Traditional investors would give you their experience that war or military action would push down stock market and pull up gold market. But I always insist that the hardest point of analysis is to find out the exceptions, no matter in chart analysis, fundamental analysis or international happenings. This time the response is breaking record high.
What investors should do?
The responsibility of an investor is not to find out who is right or wrong, but to find out what to do in order to win or lose in the market. Investment market is not a place to judge who is right or wrong, but who can win and who will lose. A court is different from a market! He who wants to say who is right or wrong should study law, he who wants to win in the market should study finance.
So how the world changes? We start with the change of announcement of news. In 2011 of Operation Neptune Spear, White House released a news that the organizer of 9/11 terror attack Biden Laden was killed by SEAL squad, and president Obama would give details one hour later in South Lawn of White House. In 2026, Donald Trump released a post in his Truth Social that Maduro was captured with google glass and headphone, a surprising news. But what White House do? As in cover page of The Express today, released a message of FAFO in Instagram! You can say Fool Around, Find Out since it is from White House, but general citizen would say it is FUCK Around, Find Out. No games. FAFO. There aroused 2 questions. Firstly, why in black and white picture, and secondly why choose the Busan airport as background?
Color pictures have been common for more than half a century, and it gives an impression of documentaries of World War II or Korean War which approved by United Nations? No one would give you the answer, you can think of more possibilities on your own. Picture was taken in APEC meeting 2025 in Busan Airport. Mind that Trump did not attend the main meeting, he just had a side meeting with Chinese President Xi and gave a speech for the meeting before its opening. So does it have any relation with APEC or China, please guess on your own. They will never give you the answer. At that time, Trump just finished a 3-day meeting in Japan and met the Emperor and Prime Minister Sanae Taikachi.
Trump started a military action of DELTA, it is not a war but really a military action of 2 hours, while the military action of Russia against Ukraine is already 1214 days (29,136 hours) and is still carrying on. In 2022, the UN passed a resolution by 147 countries to blame Russia, but the fight is still carrying on and in 2022 led to a drop in the US stock market since Feb until the Orion Meteor Shower of October, the market started a bull trend and now on record high again. If UN can stop the war, if UN can find out the source of Covid-19, if UN can stop drug trafficking of killing 100K Americans……. It will be another story!
But now who is in danger? Iran, Columbia, Cuba, but not Ecuador. Investors better shift your focus to how can win in the market is above all. Mind that military stocks fell for a long time since the beginning of Russian/Ukraine Conflict. Now, gold and silver price go up with military stocks, but these stocks also cover the field of Mars Landing. It also covers the field of high technology and Operation Absolutely Resolve used 150 planes but Operation Neptune Spear, the capture of Bid Laden only used 4 helicopters. Both operations caused no death on US side and this time even no error at all.