NASDAQ 😢
Quote: Mr. Yuriy

The biggest housing bubble in history will arrive in 2023.
House prices adjusted for inflation are 85% overestimated compared to the 130-year average.
The only other year that came close to overestimation was in 2006.
And everyone knows what happened next.

Nearly every hard landing initially looks like a soft landing
What is preventing a soft landing:
- The Fed has stayed at a high level for too long
- Overheated economy
- Increased crude oil prices
- Financial Market Collapse
“Planes land, but the economy doesn't.”

Despite the steady trend in US GDP (gross domestic product), US GDI (gross domestic income) has been negative for 18 consecutive months, and there is an extreme divergence. The divergence rate is at the same level as during the collapse of Lehman Brothers and the collapse of the IT bubble.
(Quote: RIA)

The ratio of import value to global GDP was 3.2% in the US in 2007 (before the Lehman shock). 2.7% in China in 2022. If the Chinese economy were to become so-called “Japanized,” it is natural to think that the negative impact on the global economy would increase.

Do you own AAPL individually?
It is such a trusted brand that it accounts for half of Buffett's portfolio.
Since the beginning of 2023, I have been drawing an upward trend (yellow line) in an easy-to-understand manner.
However, the trend line has been greatly interrupted by the recent decline.
(*Continued with 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)

[Note for bond investors]
Well-known investor Bill Ackman
2% risk premium due to deterioration in fiscal balance,
3% assuming that the inflation rate will remain high,
The potential growth rate of the United States is 0.5%,
With the above total, we expect the 30-year interest rate to move towards 5.5%,
I'm taking a short position (a position that makes money if bond prices drop).
This is just a prediction, but it is true that interest rates have risen rapidly in the last 30 years.
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