Account Info
Log Out
English
Back
Log in to access Online Inquiry
Back to the Top

avatar
あなたのはレビオサー Private ID: 181735428
投資歴20年でやっと株のことが少しだけわかりだした氷河期世代です 基本ファンダテクニカルどちらも重視の長期で遊びにド短期で
Follow
    $Direxion Daily 20+ Year Treasury Bull 3X Shares ETF(TMF.US)$ The depreciation rate for short-term bonds is getting bigger
    As it is
    Yosoro
    Translated
    $Vanguard Extended Duration Treasury ETF(EDV.US)$I have 140 cards for 77 dollars, but it seems like the best thing to do is to steadily collect them at a low place and keep an eye on them until 2 years from now
    There are also quite a few dividends
    TMF has failed so far, but I'm not going to hold on and buy more until it's less than 50 dollars
    I think it's EDV over stocks that have become strangely expensive
    The cost rate is lower than TLT
    What do you guys think?
    Translated
    3
    あなたのはレビオサー liked and commented on
    $Tesla(TSLA.US)$
    Ray Dalio - “Trying to get returns without taking risks is like hoping for success without trying to succeed.”
    Ray Dalio's words cross my mind every time I see general investors who don't know the timing of buying more due to falling markets, or who repeatedly sell in dismay. In the first place, they are speculators who throw money into opportunities, not investors who throw money into the company's future growth and business model. Since institutions keep clients' funds, it is quite natural that the first priority is to frequently rebalance stock stocks in order to improve management results. There are general investors who don't even understand the difference between speculation and investment. Foolish general investors imitate institutions, and in response to negative news of mass trash that entrusts operations to analysts employed by institutions or agencies, they repeatedly swing trade, buy at a high price, sell at a low price, and fall prey to short sales by institutions. If NVIDIA's stock price rises, they will invest in NVIDIA...
    Translated
    I'll talk about nonsense I learned as a foolish person who had been making big mistakes in stock investments for a long time. Please don't read this sentence because it makes you feel uncomfortable. Conclusion Buy more with surplus funds from $230 to $200.
    14
    First, take a look at the following graph.
    This is the next week after 2022“Two-market total credit balance and credit ratio”This is a graph of
    First time in 17 years during the week of 4/19/24Credit purchase balance 4.7 trillion yenIt has broken through. And the latest one that came out yesterday 18thCredit balance of 4 trillion788.2 billion yen even with data for the “24/7/12 week”It is.
    This remains quite a lotCredit balance is future sales demandTherefore, the current supply and demand for Japanese stocks is bad.
    Institutional investors' arbitrage balance is 2.3 trillion yenThis is also a pretty high level. So once the gears turn in reverse like this one, the items for sale come out all at once.
    Up to this point, it's a normal story, but let's take a closer look at what can be read from this graph.
    First, take a look at the period in which the blue graph (credit backlog) is on the rise.
    5.5 months from 2022/7/22 week to 23/1/6 week, and 5 months from 2023/5/19 to 23/10/27.
    And 5 months from the week of 1/12/2024 to the week of 6/21/24.
    In all of them, the rise in credit buybacks came to an end in roughly 5 to 5.5 months, right?
    well, trust me...
    Translated
    What can the remaining credit buybacks in Japanese stocks teach us?
    What can the remaining credit buybacks in Japanese stocks teach us?
    $iShares 20+ Year Treasury Bond ETF(TLT.US)$ Little by little, interest rate cuts have been factored into the market price! It's a floor increase chart that can be viewed technically, and the market forecast for interest rate cuts is 3 times a year, and I think this is still going to change 🤔
    However, it is also a reality that it is becoming a bond price where profits are generated from falling interest rates 😁
    So how long will it last?
    Like a critic who has put up with it until now but makes irresponsible statements? I'm misled by people who incite that bonds are terrible and that TMF is dangerous, and I want to let go of it quickly because I'm uneasy!? I understand this feeling too 😅
    This is money to spare, and only bond investors who are well-off worry about, and since investing is your own responsibility, please look at past cases as before, look at the flow of indicators, and invest with your own goals 🍀
    Interest rates haven't been cut even once yet! So I'm still gutsy! The dividends are still good too 🥰
    ※Each person also has different values when it comes to investment timelines and ideas ✨
    Translated
    $Direxion Daily 20+ Year Treasury Bull 3X Shares ETF(TMF.US)$ Everyone is making bearish comments due to the rise in interest rates on 20-year bonds starting tonight
    Take a look at the reduction difference between 2-year bonds and 10-year bonds
    I wonder what's going to happen?
    Translated
    3
    $iShares 20+ Year Treasury Bond ETF(TLT.US)$ Signs that inflation has slowed down quite a bit have appeared as indicators 😁
    The number one employment index is lagging behind, and it's falling even if the government does its best to hire 😱
    Strictly speaking, the calm in inflation is economic deterioration due to a decline in individual purchasing power! Originally, companies look to the future and invest in jobs and equipment!
    So are we going to invest higher as we head into a recession? And I can't borrow money due to high interest rates! Moreover, how many companies are physically strong as sales decline due to high labor costs? Is there a history where the reverse yield curve dug this deep and took a long time to make a soft landing?
    If you think about it from a probabilistic point of view, you can see a sudden interest rate cut from the recession eventually 😂😂😂
    Just believe in the results and wait until then! I'm a timid creditor investor 🥰
    Translated
    $Direxion Daily 20+ Year Treasury Bull 3X Shares ETF(TMF.US)$ 50 or less was the time to buy
    I was able to add 20 cards in 49, so it's not a big deal, but it feels good
    It's a lagging index, so it's huge that deflation is starting to be visible
    Because if you start going down like this, it starts rolling down a hill
    Personally, I appreciate McDonald's
    I think the 5 dollar set or something was the starting point
    I finally came up with the image
    Translated
    $iShares 20+ Year Treasury Bond ETF(TLT.US)$It was a week where the TLT.TMF increase was heavy 😓
    Bonds were temporarily sold from Trump shift predictions and inflation rekindling indicators in Canada and Australia, but ISM and US employment statistics and US indicators continued to slow down, so are high interest rates finally taking effect on the economy!?
    The exchange rate has hit a ceiling for the past week due to the depreciation of the dollar and the depreciation of the yen 🤔
    If the rice index continues to soften, the rate cut is being reviewed again 😋
    If the economy is good, there's no need to cut interest rates! The fact that no matter what anyone says or does is evidence that the economic deterioration is progressing, but there are two things to keep in mind
    ① I'm worried about the rise in crude oil
    ② I'm worried about the increase in CPI in Canada and Australia
    First, it's the US CPI on the 11th!
    Translated