NASDAQ😢
Quoted:yuriy

In 2023, the largest housing bubble in history will occur.
After adjusting for inflation, housing prices are overvalued by 85% compared to the 130-year average.
The only other time it approached overvaluation was in 2006.
And everyone knows what happened next.

Almost all hard landings initially appear to be soft landings.
Factors hindering a soft landing:
- The Federal Reserve Board has stayed at a high level for too long.
- Overheated economy.
- Increase in crude oil prices.
- Collapse of the financial markets.
"The plane will land, but the economy will not."

Despite the solid performance of US GDP (Gross Domestic Product), US GDI (Gross Domestic Income) has been in negative territory for 18 consecutive months, showing extreme deviation. The deviation ratio is at a level similar to the time of the Lehman Shock and the bursting of the IT bubble.
(Quote: RIA)

The proportion of import amount to the world's overall GDP was 3.2% in the USA in 2007 (before the Lehman shock), and 2.7% in China in 2022. If the Chinese economy were to undergo the so-called "Japanization," it would naturally have a greater negative impact on the global economy.

Do you all shareholding individual AAPL stocks?
It is a stock that is so trusted that it makes up half of Buffett's portfolio.
Since the beginning of 2023, it has been clearly following an upward trend (yellow line).
However, it has recently fallen sharply below the trend line.
(※The continuation is available with a YouTube membership).

(Image) shows a comprehensive chart of the past 10 years and the year before the presidential election.
As a trend, it plummeted in August and is rising towards the end of the year.
I sometimes invest by referring to so-called “anomalies” like this,
I thought the “anomaly” would not surpass the business cycle in the current bear market.
However, the scattered policies of each state (to get votes) that have been carried out peacefully even while fighting inflation
Looking at it, I also think that the “anomaly” of the year before the presidential election cannot be taken lightly.
(*More on YouTube membership)

[Attention bond investors]
Renowned investor Bill Ackman,
With a risk premium of 2% due to deteriorating fiscal balance,
Assuming a high and persistent inflation rate of 3%,
The potential growth rate in the USA is 0.5%.
Based on the above total, it is forecasted that the 30-year interest rate will rise to 5.5%.
I am taking a short position (a position that profits when bond prices fall).
It is just a prediction, but it is a fact that the 30-year interest rate has been rising rapidly recently.
Continue with YouTube membership 🐯

I read a dangerous article in the Nikkei Shimbun.
No one stops posting such low-level articles to the public.
Is there love there?
I'll make a video. Stay tuned