Third triple punch this month
US tech stocks plummeted.
Along with that, the Japanese market plummeted.
The rapid appreciation of the yen.
This is my soliloquy as an amateur who experienced triple punch for the third time.
After experiencing this time...
I don't think the current appreciation of the yen is speculative.
It became difficult for speculators to move, and it became normal.
Since there are many top companies that set the dollar-yen rate at 145 yen, there is no management impact on major Japanese companies. In addition, defensive earnings forecasts have been formulated.
However, since the yen is rapidly appreciating, the sense of anxiety is growing.
A phenomenon of overselling and overselling due to a sudden sense of anxiety and gaining time to perform various tests.
A reaction and a major adjustment phase due to expectations for high-tech stocks in the US market being too strong.
The future of the US presidential election...
Interest rate hikes and interest rate cuts in Japan and the US.
If we only look at fresh movements at the moment, interest rate hikes and interest rate cuts between Japan and the US may be postponed. Maybe there won't be a year for both of them?
In any case, large and institutional investors seem to be moving unsteadily.
In a nutshell, “there are too many scared Yakara who only think about themselves!” It comes down to that.
In the offensive phase, cool!
Why don't you go into protection? idiot!
I have the impression that we individual asset managers are being made to dance to these disguises.
The bottom line is that at this stage, it is time to refrain from losing profits and trying to cover losses. →It's chaotic.
Currently, we would like to remove stocks that repeatedly fluctuate greatly from actual transactions and manage them. →I am. (I'm a little weak)
What do you all think?
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面白おかしく笑顔で、人との繋がりを大切にしながら、穏やか且つ豊かな人生を過ごすための資産運用を続けている素人です。
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