Read the market price correctly from Buffett's true intentions ‼️
This is Pow's older brother Pow 😊 Everyone is always very indebted to you on Twitter, Pow. Recently, Pow has been fascinated by the ease of use of Moomoo and the advantage of gathering intensive information, and Pow's older brother is also putting posts into full operation here. Going forward, Twitter will continue to be used as the main axis while posting on both wheels with Moomoo, so thank you Pow.
Now, at the Berkshire shareholders' meeting, which serves as a guideline for investors every year, Pow shares with everyone the fun of Brother Pow, who examines future markets from Buffett and Munger's true intentions, with everyone ‼️ MooMoo's posts can be posted for free in long sentences just like Twitter Blue, so I just want to talk passionately, but since everyone has limited and precious time, Pow simply shares them. Pow watched the general meeting of shareholders, focused on the following 3 points that Brother Pow paid particular attention to, and shared Brother Pow's thoughts ‼️
1. There is high potential for Japanese stocks, and portfolios centered on US stocks should review Japanese stock weights ‼️ As a cash allocation sector that is still bullish and has risen to 130.6 billion dollars, I think Pow is targeting promising sectors that anticipate an increase in YCC fluctuations. Specifically, Pow is shared by the banking, steel, and food sectors.
2. However, since the reason for the sale of TSMC is said to be geopolitical risk, the results of the January Taiwan presidential election are important. If the mayor of Taipei becomes the president as he is, the invasion of Taiwan will be postponed, and Japanese stocks will have an even better opportunity. There is a possibility that Berkshire will buy in the above sectors on the assumption that YCC will be raised.
3. Nonetheless, it is said that the US dollar will continue to be the key currency, and as is the case with Brother Pow, I want to solidify 70% of my portfolio in the US until now. The major high-tech industry, which is MADE IN USA, is a national policy behind the United States, and if Trump is revived after next November, pressure to cut interest rates will increase, and a complete revival of major high-tech industries will be achieved, led by Apple.
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