ひろ0723
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$E-mini NASDAQ 100 Futures(DEC4) (NQmain.US)$
It is extremely rare not to adjust right before the presidential election and it is rising. I won because semiconductors went up from last night to this morning.
PLAR, SMCI, and ALAB are stopping just before the resistance line. I wonder if they will not break through.
It is extremely rare not to adjust right before the presidential election and it is rising. I won because semiconductors went up from last night to this morning.
PLAR, SMCI, and ALAB are stopping just before the resistance line. I wonder if they will not break through.
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ひろ0723
reacted to
$E-mini NASDAQ 100 Futures(DEC4) (NQmain.US)$
VIX fell more than 4% and NASDAQ100 started +100 points higher. Expectations are high for high-tech semiconductors.
On the other hand, beware of the Nikkei's movement due to the LDP and Komeito losing their majority!
VIX fell more than 4% and NASDAQ100 started +100 points higher. Expectations are high for high-tech semiconductors.
On the other hand, beware of the Nikkei's movement due to the LDP and Komeito losing their majority!
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ひろ0723
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$NASDAQ 100 Index (.NDX.US)$ I always think that late October is like this, but with the year-end rally, the presidential election, and the overlapping rate cuts, it's a good opportunity, so I hope that the post-election confusion will be short-lived. In the past two presidential elections, there was long inflation leading to rate hikes, and in the year of the COVID hit, the economy was uncertain, but compared to that, the background is definitely better. I don't know about individual stocks, but I personally think that there won't be a trend change in the industry growth expectations reflected in the indices due to the election, but next year there may still be tariffs or high interest rates. While continuing long-term investments, I'm thinking of going with a two-pronged approach involving ETFs that allow for entries and exits for about six months ^_^ I believe that for a while from now, the expectation for rate cuts will outweigh the confusion of the presidential election, yes ^_^
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ひろ0723
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$Direxion Daily 20+ Year Treasury Bull 3X Shares ETF (TMF.US)$
With high gambling elements as I cannot read the PCE on the 31st, I am considering selling before the announcement.
With high gambling elements as I cannot read the PCE on the 31st, I am considering selling before the announcement.
With high gambling elements as I cannot read the PCE on the 31st, I am considering selling before the announcement.
With high gambling elements as I cannot read the PCE on the 31st, I am considering selling before the announcement.
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$NASDAQ 100 Index (.NDX.US)$ With high interest rates, Russell is not good, S&P is too scattered and not good, Dow was originally not good, but that was just a coincidence, so there is only Nasdaq left. ^_^ I will believe in high tech and energy for a while, enter in big after the election, and faint until spring.
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$CBOE Volatility S&P 500 Index (.VIX.US)$ Before the rate cut, interest rates increased, maybe everyone took cash positions all at once because it's the Friday before the election. It's temporary, don't worry. Otherwise, maybe Powell or Ueda said something unnecessary somewhere ^_^.
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$CBOE Volatility S&P 500 Index (.VIX.US)$ Because all bonds have sharply increased interest rates, I don't think it's due to Middle Eastern reasons.
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ひろ0723
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$U.S. 10-Year Treasury Notes Yield (US10Y.BD)$
Short-term bonds and long-term bonds are falling. It still seems like interest rates will rise, but it looks like a false decline... It will probably go around 4.5.
Short-term bonds and long-term bonds are falling. It still seems like interest rates will rise, but it looks like a false decline... It will probably go around 4.5.
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$NASDAQ 100 Index (.NDX.US)$ If there are no presidential elections, I was planning to take advantage of the year-end rush and rate cuts at the end of the month, but I'm starting to worry that the market is factoring in the prolonged rise in Trump's bond printing and high interest rates. Still, I hope that technology and energy will somehow survive even in an economic downturn. With ETFs, you can easily get out of the declining market without hesitation.
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ひろ0723
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$NASDAQ 100 Index (.NDX.US)$ This year, with the presidential election results coinciding with the FOMC, could the shock be relatively small and short? If the interest rate cut were unexpectedly postponed, it would be a double shock and pretty bad. Thinking of gradually increasing exposure from now until just before the PCE after the end of the month, before the election, sounds good - recently been closely monitoring the calendar ^_^ Also considering entering small and mid-cap ETFs before the interest rate cut. Are you all leaning towards before, after, or a mix? Uncertain (^_^*)
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ひろ0723 : The rate cut is confirmed at the same time, so it's a bit earlier than usual and the adjustment is small, right? It's reassuring not to have pullbacks ^_^
ひろ0723 tm_speedstyle371 OP : That's right. This is the only thing to look forward to in a year, with the presidential election + rate cut bonus ^_^ We'll see a big move before the rate cut after the presidential election. Of course, we need to keep an eye on interest rates and VIX first. ^_^