NVDA
NVIDIA
-- 126.630 TSLA
Tesla
-- 302.800 SMCI
Super Micro Computer
-- 45.540 PLTR
Palantir
-- 87.840 HIMS
Hims & Hers Health
-- 39.860 
From the FOMC announcement figures!
$iShares 20+ Year Treasury Bond ETF (TLT.US)$ This time, the FOMC, which was considered dovish based on the CPI results, unexpectedly turned hawkish!
Bond investors who were waiting for an interest rate cut must be disappointed 😭
However, I consider the basis for reducing the number of interest rate cuts from three times in the FOMC figures to one time this year as strong indicators, but among them, the inflation rate at the end of 2024 announced this time has been revised from 2.6% to 2.8% and the beginning of 2025 from 2.2% to 2.3%. However, GDP remains at 2.1%, and yet the inflation rate is rising!? Doesn't this mean that the FOMC is admitting that the economy is weak!?
I believe that the veneer of a strong American economy is peeling off 🤔
However, the FRB is delaying interest rate cuts, and I have the image that the decline will fall down at a significant angle rather than a gradual decline 😋
I am patiently waiting for the turning point of NISA, bonds, and exchange rates 🥱
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akipi_ : The market is uneasy around the time TLT and TMF have started to rise steadily
It looks like they want to move away from stocks soon
投資家 t9m OP akipi_ : Right! Next time I want bond prices to rise slowly without being deceived
The stock price is expected to rise slightly from the range and fall, but I'm scared, so I'm on the sidelines
akipi_ : Certainly there was such a thing around April
Personally, I'm most afraid of the announcement that government bonds will be increased to fund the war
In the US economy, leading indicators such as the number of job offers and gasoline prices have deteriorated, so I don't think it will go in a bad direction when it comes to bond investment.
Even so, Powell is stubborn and has strong beliefs
投資家 t9m OP akipi_ : Certainly! Reckless bond issuance is the most disgusting news, isn't it
Thanks to the Fed, the probability of a crash is rising!
If any rate cut occurs, funds will always flow into gold or bonds
Let's be a little more patient and wait for that time