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It might be due to Powell's reappointment remarks.

$NASDAQ 100 Index (.NDX.US)$ Both stocks and bonds were mostly down. With the sector spanning too widely for profit-taking adjustments, and without indicators even in economic uncertainty, bonds are being sold off. When thinking why this is happening, it might be related to Trump's statement that he won't dismiss Powell mid-term. In the market, with a series of fiscal hawk personnel changes, fiscal stimulus is not as much as expected, interest rates are not rising, and there is also a perspective that by changing the policy interest rate forcefully through changing the chairperson, expenditure compression, and inducing a weak dollar, the announcement of personnel changes caused a sudden switch to a mode where interest rates are not guaranteed to decline with Powell not being fired. Lately, the policy interest rate is playing a leading role. Especially for companies with poor financial conditions and cash flows that have not been able to turn profitable, companies that had been rising in stock prices based on expectations, and high PE growth stocks are being sold off. Well, rate cuts will end sooner or later, so it's better to gradually incorporate them. I think it will be somewhat offset by the rate cut next week, but
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  • ひろ0723 OP : I just want to welcome the fact that the stock I'm aiming for has declined[undefined][undefined][undefined]

  • J_M_RIN : I am really targeting the mid-month buying opportunity.[undefined] There may be uncertainty before the important indicators release, and I believe that all the future decline from yesterday will return immediately. Therefore, I will straightforwardly buy more.[undefined]

  • ひろ0723 OP J_M_RIN : I'm sure it will be enough once interest cuts, Christmas, and the American people have finished their hands. The timing of the dive is important, isn't it? I want them to go out in a welcoming mood for Trump from the beginning of the year[undefined]

  • J_M_RIN ひろ0723 OP : There are many individual stocks in February before tax loss sales in March, so I will sort out my positions in February and sort them into stocks that are likely to grow from the end of March to April until August[undefined] Anyway, it's bullish until mid-February[undefined]

  • ひろ0723 OP J_M_RIN : What[undefined]I was only concerned about settlement sales of hedge funds in the December financial results.[undefined]I feel like the Bank of Japan is holding back and won't raise interest rates by the end of the year, but I want them to do even more by the end of the year. I feel like I put in 70% at the beginning of the year and after Trump took office, and then retreated in pursuit due to circumstances. I want it to go well[undefined]

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