I want to tweet about what I've been curious about recently.
There is an American FOMC on December 18th, and I think that if inflation settles down, it will continue to head towards more rate cuts. How far do you think the yen will appreciate in the future?
Under the current administration, it may be unrealistic to have a dollar at 100 yen, but assuming it returns to around 120 yen, only stocks that have experienced rapid price increases such as Google, Meta, NVIDIA, Broadcom among my hold positions can survive, and other stocks will be burnt out.
Are you considering selecting positions in anticipation of a return to a strong yen? 🙇 Could you please share your thoughts for reference in selecting future positions...
While I want various stock positions, I am filled with fear that if the stock price increase is not enough, I will be burned in an instant when the yen strengthens.
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Hiro 米国株
:
Hi I think you don't need to worry about exchange rates. As long as America leads with innovation and world dominance, while facing corrupt politics and uninspired companies, and a government that cannot sell American bonds, the yen is expected to weaken. Although America may cut interest rates and the yen may strengthen slightly, as long as Japanese politics remains unchanged, the Japanese yen will become worthless. If you invest calmly in the stocks you currently hold, your assets will naturally grow. To avoid being confused by noise, I think it's good to buy stocks with good earnings reports and buy on the dips caused by noise. Unfortunately, unless Japan makes a comeback, there won't be a yen appreciation during emergencies. Unfortunately, Ishiba won't do.
ごとくん
:
As a beginner in stocks, I took the opportunity and attended Mr. Emin's lectures twice in November and December.
In both cases, the yen has consistently been cut from 110 to 120. It is within the range of 150 to 160. This is necessary to bring back Japanese companies from overseas, revitalize discarded semiconductors, and accumulate the strength of various companies. However, because the Bank of Japan is afraid of inflation and has closed the faucet, everyone is struggling. It is said that the time to loosen up is when the USA really goes into a recession... The 150-160 range is convincing.
However, the topic in another place is a bit bigger, saying that the Jews, including the Bank of Japan, control all the money, so what will happen when Trump challenges the DS dominance and breaks the FRB -> World Bank? is also mentioned. As Prime Minister Ishiba is like a subordinate to Trump, the status is different. Now is not the time, so the original prime minister may not come out...
Hiro 米国株 : Hi
I think you don't need to worry about exchange rates. As long as America leads with innovation and world dominance, while facing corrupt politics and uninspired companies, and a government that cannot sell American bonds, the yen is expected to weaken. Although America may cut interest rates and the yen may strengthen slightly, as long as Japanese politics remains unchanged, the Japanese yen will become worthless. If you invest calmly in the stocks you currently hold, your assets will naturally grow. To avoid being confused by noise, I think it's good to buy stocks with good earnings reports and buy on the dips caused by noise. Unfortunately, unless Japan makes a comeback, there won't be a yen appreciation during emergencies. Unfortunately, Ishiba won't do.
ごとくん : As a beginner in stocks, I took the opportunity and attended Mr. Emin's lectures twice in November and December.
In both cases, the yen has consistently been cut from 110 to 120. It is within the range of 150 to 160. This is necessary to bring back Japanese companies from overseas, revitalize discarded semiconductors, and accumulate the strength of various companies. However, because the Bank of Japan is afraid of inflation and has closed the faucet, everyone is struggling. It is said that the time to loosen up is when the USA really goes into a recession... The 150-160 range is convincing.
However, the topic in another place is a bit bigger, saying that the Jews, including the Bank of Japan, control all the money, so what will happen when Trump challenges the DS dominance and breaks the FRB -> World Bank? is also mentioned.
As Prime Minister Ishiba is like a subordinate to Trump, the status is different. Now is not the time, so the original prime minister may not come out...