Why the US stock market continues to break record high? Some said that it’s because of the Stargate project of NVDA & OpenAI with 6 companies which said to be the largest civil investment ever in US history. It is actually an AI infrastructure project and opens a center in Texas last week. Some said that it’s because of 10 years pay and performance scheme of Elon Musk & Tesla which would be passed in the annual meeting in December. Some said that because of the 20 Peace Terms raise by Donald Trump for Israel and Hamas.
Mind that even Trump is nominated to run for the Nobel Prize of Peace, it will be for that in Oct 2026. Next week will announce the winner of 2025, the entry has already been closed in Jan 2025, and will have an evaluation of 9 months on all candidates. The award will be conferred in Dec 2025.
Even Trump had made peace on 7 wars, they are also important but not as much as the Israel and Hamas, and the Russan Ukrainian War. The main point of Gaza War is that to have an amnesty on Hamas, and they have to release the hostage, Isreal has to release 2,000 Gazans and prisoners. For establishment of a nation in Palestine put it later to talk, but ceasefire first.
Basically, the terms are quite practical but of course nothing is perfect on earth. If Hamas does not accept, Trump will let Israel do anything they like. Both sides of Israel and Hamas do have internal objections. Hamas has to release all hostage captures in the terror attack of music festival in 2023, but only about 20 of them are alive and it does not affect the whole world. Israel has to release prisoners and Gazan up to 2K. After the peace, the land in Gaza will be governed by an international committee by Trump. Mind that it is not by the United Nations, as it is no use and has no effort and contribution. UN can not stop this war or other wars and no other people can call for a ceasefire in Gaza.
China and Russia of course would not agree that Trump will be the leader in peace talk and arrange everything after the ceasefire. Both China and Russia want to lead the whole world, but they are unable to express discontentment and unable to arrange a new rule of the world.
Please read the 20 points carefully and will know that no one on earth can have a better plan than this even it is quite far away from perfectness. No one can have stronger power than these 20 terms. Practically, even inside US they still have opposition party, even inside Hamas and Isarel still have a lot of people disagreeing with it.
Therefore, the rise of US stock market actually has a lot of hidden worries, but it is a typical symptom of bull market, even bad news lies ahead still cannot affect the market, but slightest and far away good news can break record high at once.
Please study the analysis of Grok and Copilot and get ready to meet another record high no matter it is successful or not. Just wait for black swan to come but don’t know when.
The writer will be on a trip to Japan and The Express will be suspended for a few days and resume normal on October 9 (Thu). I apologize for any inconvenience caused.