NVDA
NVIDIA
-- 138.850 TSLA
Tesla
-- 355.840 INTC
Intel
-- 23.600 BABA
Alibaba
-- 124.730 SMCI
Super Micro Computer
-- 47.910 
No one is buying bonds.
Trump is saying that there will be a large fiscal stimulus, but is there anyone willing to buy in a situation where interest rates are infinitely rising? Even the central bank cannot buy government bonds due to its policy stance...
If you keep issuing bonds at high interest rates, the economy will collapse.
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Discussing
Trump 2.0 Era: How will global markets evolve?
🎙️Discussion: 1. How will tariff policies affect the movement of key assets such as U.S. stocks, gold, and Bitcoin? 2. Given this context,
Moo Live
Jan 23 16:54
MicroStrategy Q4 2024 earnings conference call
ひろ0723 : That's why finances are already in a state of super crisis due to yield alone. Bond ratings might drop again. If you live a good life with debt even though your house is poor, then it's bankruptcy. Maybe next year or later there will be a super recession.
ひろ0723 : Buyers are mainly from overseas countries. There's no such tasty investment
182701948 OP : A business entity that must pay attention to the balance sheet should not be the first choice to buy. In that case, only countries are purchased. There is a slight sense of being overwhelmed by negative materials.