$Palantir(PLTR.US)$
I was told this morning that the nemesis to be reunited after a few years, 29.29$ is the strongest resistance line for Para-chan Well, you usually crouch down once before jumping over it. If you just plunge it in, it will bounce back Momentum is strong when we get out. Well, maybe I'll buy it again.

昨晩はアップルが上昇でした🍎　アップルは米国株の中で明らかにチャートが綺麗で強いですね。
昨晩はアルファベットとエヌビディアを切って、
$Direxion Daily AAPL Bull 2X Shares(AAPU.US)$
$Eli Lilly and Co(LLY.US)$
$Arista Networks(ANET.US)$
を買い増しました。アップルとイーライリリーが今自分のポートフォリオのツートップですが、これらがずっと上がり続けているのは嬉しいです☺️
今日の日本市場は大幅下落の次の営業日でしたが、一応上昇してくれました☺️ 日経平均の指数は渋いですが、一部の銘柄は爆伸びでした。特に今日は防衛銘柄とアップルサプライヤーが強かったですね。
三菱重工などが先週沈みましたが、トランプさんの事件に反応したのか今日大幅上昇でした⤴️ これは再び急騰が始まると考え、今回はよりチャートが綺麗な $IHI(7013.JP)$ を購入しました。
また、昨晩アップルが上昇したことにより、太陽誘電、村田...

$Nu Holdings(NU.US)$
ブラジルのインフレ率は、2023年12月には5.79%と、依然として高水準です。これは、中央銀行が目標とする3.25%±1.5%の上限を大きく上回っています。
中央銀行は、インフレ抑制のために利上げを実施しています。2022年3月から13回連続で利上げを行い、政策金利は13.25%まで引き上げられました。
しかし、利上げは景気減速懸念も浮上させています。中央銀行は、インフレ抑制と景気成長のバランスをいかに取るかが課題となっています。
このインフレが抑制され利下げが始まると爆上げかしら。

Crude oil futures weaken slightly, supporting observations of lower US interest rates due to concerns surrounding Chinese demand
July 16, 2024 at 10:06 AM GMT+9 (some excerpts)
Crude oil futures declined slightly during Asian time. Concerns that the slowdown in the Chinese economy will put pressure on demand have become serious. However, there is a growing view that the US Federal Reserve (FRB) will start cutting interest rates as early as September, and the range of decline is limited.
As of 0021 GMT (9:21 a.m. Japan time), North Sea Brent futures are 0.09 dollars (0.1%) lower per barrel = 84.76 dollars, and US WTI crude oil futures are 0.13 dollars (0.2%) lower at 81.78 dollars.

[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.

$NVIDIA(NVDA.US)$ TSMC's 2Q financial results will be announced this week, so I wonder if it's up for the weekend ⬆. Should TSMC be 1Q? Since it was financial results, the market became sensitive, and most of the stock prices after settlement of other companies after that were scattered, but NVDA's 1Q financial results were undisputed, and the stock prices after settlement were as everyone knows. If you look at monthly sales for the 2nd quarter of TSMC, especially in May and June, they gave amazing numbers, so I think it's fine. Other companies don't have a track record. NVDA is the driver of this AI market and the stock price has risen so much, so I think there are people who are freaked out thinking that it is expensive, but I think it will produce financial results that exceed analysts' expectations for a while. It was up at the split festival, so when it went down, negative posts stood out, and there was too much fuss. If you have unrealized benefits, don't be overjoyed or disappointed. I hope the board doesn't get rough.

　What's happening in financial markets? A lot of people aren't aware of the big changes. The other day, an executive of the Association of Corporate Executives commented that “recent stock prices are strange,” but there is a huge lack of awareness.
　 Certainly, the global economy is uncertain at the moment. Politics in France, England, etc. are in turmoil. America's presidential election has been mixed. It is a situation where the incumbent Mr. Biden seems to be forced to retreat, and the stock market has begun to incorporate Mr. Trump's victory.
　It gained popularity in the Japanese market in 2016 $Mitsubishi Heavy Industries(7011.JP)$It's strong, isn't it? Trump will implement tax cuts. We will also launch economic measures. I demand interest rate cuts. Well, inflation isn't going to subside, but... They will ask allies to increase defense spending. Wasn't that the case from 2016 to 2017?
　Of course, as has been pointed out over and over again, there are major trends such as the New East-West Cold War structure, the new industrial revolution, and new capitalism in the background of global stock appreciation. The author mainly says that this trend will save Japan and revitalize the stock market...