Steel mentor opinions

ジョモりん OP : As an additional note, I also think that the level described in 9 business days for today is impossible, but I hope they move close to what was expected

稲ビディア : The non-manufacturing business climate index denied the manufacturing business climate index, but the market will be risk-off until the unemployment rate that triggered the lighting of the Therm Rule is denied in the next employment statistics, so it is said that “watching” is hard

稲ビディア : It's a typo for “clever”

ジョモりん OP 稲ビディア : If there is a recession from now on, stock prices are falling in anticipation, and when there is a recession, interest rate declines and monetary easing have begun, and there is also a possibility that stock prices are entering a recovery period

稲ビディア : There is also a view that if the economy recedes from the current Therm rule, the reverse rise in stock prices will start around March next year

ジョモりん OP 稲ビディア : It is also a fact that the invocation of the Saam Rule during the bull market cycle was often a perfect place to buy, and when it was eventually triggered, stock prices fell into recession and bottomed out, and if the subsequent recession wasn't a big deal, interest rates were cut without a new place to buy, and if you don't consider the possibility that stock prices would rise as they were due to monetary mitigation measures, it would be a loss of opportunity

ジョモりん OP 稲ビディア : There is no seriousness at all from the current economic data, and I'm looking at the possibility of a soft landing or even no landing at this level; it is expected that interest rate cuts will almost begin in September, and what the economy has endured to this point under long-term high interest rates is that there were savings that increased due to monetary easing after COVID-19, and American companies were highly aware of cost reduction, so we must also look at a different situation than before, and the economic recession has resolved reverse yield I think we can only establish the same trade and outlook as everyone else with simple ideas such as karakuru or that it's dangerous because the Therm Rule came into effect; I think the reason why most people lose in stocks is because they are swept away by public opinion and turn in the direction everyone is facing, I think that if you catch real information and understand the essence, you will be able to make calm judgments, and I only believe in objective data

稲ビディア ジョモりん OP : The direction is slightly different from my own, but it was well conveyed that they are investing according to their strong beliefs and my own rulesPlease continue to do your best

ジョモりん OP 稲ビディア : Sorry for so long... I'm just expressing my thoughts as an individual investor, so please comment again if you have any concerns