미 국회의사당 사건 때 급 상승한 총기 주(스미스&웨슨)은 내리고, 밀레니얼 소비주 ETF(MILN)는 오름


CoreCivic은 교도소 운영 회사입니다. (구, Corrections Corporation of America;CCA)

트럼프 수혜주였죠.

https://www.americanprogress.org/issues/democracy/reports/2019/08/30/473966/private-prisons-profiting-trump-administration/

https://www.globalxetfs.com/funds/miln/


참고로 리플레이션 관련 글 (등록/로그인하면 유료가입자 아니라도 볼 수 있음)

Joe Biden ushers in the Keynesian inflation era of the 2020s
President Biden’s only just begun and already reflation is the talk of the town
https://www.telegraph.co.uk/business/2021/01/20/joe-biden-ushers-keynesian-inflation-era-2020s1/

"But Fed tightening is closer than markets care to admit. Inflation expectations five years ahead are higher today than when the pandemic hit. They are approaching levels seen during the tax-cut boomlet of 2018 when the Fed was worried about overheating and rates were 225 basis points higher."