That was quite a hit... Since the cash ratio is set to over 50%, it's just a matter of when to take action.😿
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$U.S. 30-Year Treasury Bonds Yield (US30Y.BD)$ Stocks have dropped drastically due to the implementation of automobile tariffs, but bonds are also being sold. Tariffs induce mutual tariffs, so eventually prices in partner countries also rose, leading to sluggish consumption, and economic unease, and US foreign stocks eventually fell along with US stocks without going beyond the scope of temporary evacuation purchases. If large-scale tariffs continue to be implemented one after another, the recession will be confirmed, but after all, it is a market judgment that the idea that tariffs = inflation will come first before that. The recession is still in full swing, and stocks fluctuate between whether there is a wobble recession due to inflation, and there is a shift from long-term bonds to ultra-short-term bonds and cash that are once immediately redeemed with gold. Inflation and recession all come Stagflation is increasingly bad because there is a strong tendency for both stock prices and long-term bonds to fall, so cash positions increase, and circulation deteriorates
. Immigration exclusion seems to be welcomed, but in the end, it is an inflationary factor for wage increases. If you go as far as you go, you might not stop unless you hear a very opposite voice from the public. In the first place, resolving inflation should have been the deciding factor in winning the election, but this is putting the cart before the horse
The 1973 and 79 oil shocks are also called US stagflation, but policy interest rates at that time...
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$Spdr Gold Minishares Trust (GLDM.US)$
It seems that holding only Gold since the beginning of the year is the most correct answer...
Maybe overthinking it.
It seems that holding only Gold since the beginning of the year is the most correct answer...
Maybe overthinking it.
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So far this year is going well~.
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I hope it continues to go up, but I wonder if it will still take some time. $ProShares UltraPro QQQ ETF (TQQQ.US)$
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$E-mini NASDAQ 100 Futures(JUN5) (NQmain.US)$
$E-mini S&P 500 Futures(JUN5) (ESmain.US)$
Today is Triple Witching.![]()
Is liquidity going to increase? ₍₍ ᕕ( ᐛ )ᕗ⁾⁾
It would be nice to finish the week with a bullish candlestick.![]()
Well, there are various uncertainties regarding tariffs and doubts about future economic growth, but I'm excited to see how it moves from a situation that has already been priced in.![]()
Since various anxieties have already been priced in, I believe the continued deterioration of sentiment for nearly a month is due to that, so as a Bullish individual, it's just about attacking and enduring.![]()
$E-mini S&P 500 Futures(JUN5) (ESmain.US)$
Today is Triple Witching.
Is liquidity going to increase? ₍₍ ᕕ( ᐛ )ᕗ⁾⁾
It would be nice to finish the week with a bullish candlestick.
Well, there are various uncertainties regarding tariffs and doubts about future economic growth, but I'm excited to see how it moves from a situation that has already been priced in.
Since various anxieties have already been priced in, I believe the continued deterioration of sentiment for nearly a month is due to that, so as a Bullish individual, it's just about attacking and enduring.
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