$Jpmorgan Betabuilders Msci U.S. Reit Etf(BBRE.US)$
$Opendoor Technologies(OPEN.US)$
米国REITがかなり上昇して息を吹き返してきていますね
また、中古住宅の販売を手掛けているOPENもかなり上昇しています
いよいよ本格的に利下げを織り込み始めている値動きだと思います
このまま金利が下がれば住宅も買われやすくなるのである程度は期待出来るかもしれません

米インフレ、目標に向け低下　年内利下げ適切＝クーグラーＦＲＢ理事
2024年7月17日午前 5:45 GMT+9(一部抜粋)
米連邦準備理事会（ＦＲＢ）のクーグラー理事は１６日、ここ数カ月の物価圧力の低下ペースの加速などを挙げ、このところの経済指標でインフレ率がＦＲＢが目標とする２％に向けて低下し続けることが示されていると述べた。
クグラー氏は全米企業エコノミスト協会（ＮＡＢＥ）で行った講演で、賃金の伸びは鈍化し、労働需要はパンデミック（世界的大流行）前の水準に戻りつつあるとし、労働市場で「大幅な再調整」が見られていると指摘。

$Bitcoin(BTC.CC)$
dollar yen euro
Money on paper!
Currency hedging with Bitcoin!

Fund managers stay bullish and wary of geopolitics = BoFA
July 16, 2024 at 7:02 PM GMT+9 (some excerpts)
According to the Bank of America (BoFA) global fund manager survey, respondents anticipate that US interest rates will drop and a hard landing can be avoided, and they maintain a bullish stance. Geopolitics was cited as the biggest risk factor.
The survey was conducted on 242 fund managers (total management amount of 632 billion dollars) from July 5 to 11. The investigation was carried out before the attempted assassination of former President Trump.

70% of SOXL and 50% of SMH were sold on trails due to a sharp drop last week. I just saw a drop without a reason and bought SOXL and NVDA which was lowered too much. The upper price for N seems to be heavy, but I'm expecting a break in financial results. Also, all of the QQQQM holdings were secured, and 2244 was purchased by that amount to the maximum ownership ratio on PF (about 40%). 2244 will rebalance on the ETF side, so I think it's okay to narrow it down to this one tech-related one. Therefore, integration of SMH is also being considered at the next trading timing. I want to temporarily compress my position by September when interest rate cuts are expected, so that's about it.
$iShares Russell 2000 ETF(IWM.US)$
Interest rate cuts have become a definite route and a tailwind for small-cap stocks. The recent rise in the Russell Index also means that. I missed the initial move, but if there is a healthy push, I would like to consider purchasing indices or individual stocks. On hand, HIMS, PLTR, HOOD, and CORZ, which is a small investment but is related to virtual currency, are all doing well. However, I think this is a stage where expectations are raised, so I want to be strict about risk management.
As for the dollar and yen, it is expected that the current level will be maintained in the short term or that the yen will rise slightly. However, the Japanese side's policy changed...

[Market Eye] Stocks: The Nikkei Average rebounded in the previous market, and there was also a reaction of continuing drastic depreciation of Trump's trade
July 16, 2024 11:49 AM GMT+9 (some excerpts)
The Nikkei Average rebounded in the front, and there was also a reaction of the Trump Trade Continuation Drastic Depreciation
The Nikkei Average rebounded to 41,399 yen 72 yen, 209 yen 04 yen higher than the previous business day in the Tokyo stock market. The Nikkei Average depreciated by over 1000 yen the previous weekend, and purchases aimed at an autonomous rebound began. In response to the shooting incident of former President Trump, there was also a continuation of the “Trump Trade,” which incorporates his re-election in the presidential election, and financial stocks and defense-related matters have remained steady.
The Nikkei Average started at 176 yen higher than the previous business day, then expanded the range of increases, and rose to 401,520 yen 07 yen, which was 329 yen higher at the beginning of the front market. A corner of high-tech stocks, which contributed greatly to the index, rose, and financial stocks and energy-related stocks remained steady. However, the buying momentum did not continue, and the increase gradually decreased, and the development of going back and forth continued until the first half of the market.

$Super Micro Computer(SMCI.US)$
But I haven't seen this pattern a lot lately
Maybe it's better to retreat once it's over 950 at the moment