武太郎
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Please tell me the first financial product you bought. What happened to those financial products and stocks? Please tell me about episodes etc. in the comments section 🙇
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Yesterday, Berkshire Hathaway led by famous investor Warren Buffett took place from midnight to early morning on 5/6 (Sat) Japan time ( $Berkshire Hathaway-A(BRK.A.US$ I've compiled the main points about what Berkshire executives, starting with Mr. Buffett, said at the annual general meeting of shareholders of), so I'll tell you.
■About the market and economy
・It's not that we don't think there will be confusion about the future
· Commercial real estate could struggle with higher borrowing rates and banks could face more pressure, but deposits are safe
· Berkshire's earnings will decline year over year as economic activity slows
■Occidental Petroleum ( $Occidental Petroleum(OXY.US$ About)
・There is speculation that we will buy Occidental Petroleum, but we have no intention of buying controls. Even if I do, I don't know what to do
■Prospects for value investments
・Me...
■About the market and economy
・It's not that we don't think there will be confusion about the future
· Commercial real estate could struggle with higher borrowing rates and banks could face more pressure, but deposits are safe
· Berkshire's earnings will decline year over year as economic activity slows
■Occidental Petroleum ( $Occidental Petroleum(OXY.US$ About)
・There is speculation that we will buy Occidental Petroleum, but we have no intention of buying controls. Even if I do, I don't know what to do
■Prospects for value investments
・Me...
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I will continue to do my best to post steadily, so please continue to support me 😊
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🔸 FY23Q2 Achievements
⭕️ EPS: $1.52 (+$0.09 compared to forecast)
⭕️ Sales: 94.84 billion dollars (+1.9 billion dollars compared to forecast)
📉 Sales Growth Rate: -3% Y/Y
🔸 Shareholder returns
📈 Dividend: $0.24 per share (+4.3%)
⭕️ 11 consecutive years of dividend increase
📈 Stock repurchases: $90 billion
🔸 Sales by category
📈 iPhone: $51.33 billion (+1.5% Y/Y)
📉 Mac: $7.17 billion (-31.3% Y/Y)
📉 iPad: $6.67 billion (-12.7% Y/Y)
📉 Wearables, Home and Accessories: $8.75 billion (-0.7% Y/Y)
📈 Services: 20.9 billion dollars (+5.4% Y/Y)
🔸 Summary
✔ ︎ iPhone: Sales are growing even when the global smartphone market is sluggish
✔ ︎ Service: Apple Care and Apple TV doing well
✔ ︎ Paid Subscriptions: 975 million (+150 million Y/Y, double 3 years ago)
✔ ︎ Indian Market: Strong Growth, Expectations for Expansion of the Middle Class in the Next Term
🔸 blog post...
⭕️ EPS: $1.52 (+$0.09 compared to forecast)
⭕️ Sales: 94.84 billion dollars (+1.9 billion dollars compared to forecast)
📉 Sales Growth Rate: -3% Y/Y
🔸 Shareholder returns
📈 Dividend: $0.24 per share (+4.3%)
⭕️ 11 consecutive years of dividend increase
📈 Stock repurchases: $90 billion
🔸 Sales by category
📈 iPhone: $51.33 billion (+1.5% Y/Y)
📉 Mac: $7.17 billion (-31.3% Y/Y)
📉 iPad: $6.67 billion (-12.7% Y/Y)
📉 Wearables, Home and Accessories: $8.75 billion (-0.7% Y/Y)
📈 Services: 20.9 billion dollars (+5.4% Y/Y)
🔸 Summary
✔ ︎ iPhone: Sales are growing even when the global smartphone market is sluggish
✔ ︎ Service: Apple Care and Apple TV doing well
✔ ︎ Paid Subscriptions: 975 million (+150 million Y/Y, double 3 years ago)
✔ ︎ Indian Market: Strong Growth, Expectations for Expansion of the Middle Class in the Next Term
🔸 blog post...
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武太郎
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Interest rates were raised by 0.25% in the FOMC that had been carried out until a while ago.
The interest rate hike itself was as expected by the market, but Fed Chairman Powell's remarks made after that were key.
As for the content, there was a statement like “the feeling that interest rate hikes are about to stop,” and I felt like I was aware of the next step.
It is likely that the interest rate hike cycle will end with the current FOMC, but attention will be drawn to how much the slowdown in inflation will progress in the current state of high interest rates.
I would like to keep a close eye on what kind of steering the Fed takes while weighing the balance with banks' credit insecurity.
$U.S. 10-Year Treasury Notes Yield(US10Y.BD$
The interest rate hike itself was as expected by the market, but Fed Chairman Powell's remarks made after that were key.
As for the content, there was a statement like “the feeling that interest rate hikes are about to stop,” and I felt like I was aware of the next step.
It is likely that the interest rate hike cycle will end with the current FOMC, but attention will be drawn to how much the slowdown in inflation will progress in the current state of high interest rates.
I would like to keep a close eye on what kind of steering the Fed takes while weighing the balance with banks' credit insecurity.
$U.S. 10-Year Treasury Notes Yield(US10Y.BD$
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![[Hirope&YEN Collection] What will happen with FOMC Live interest rate increases?](https://usliveimg.moomoo.com/2023042100003056d6b7410420a.png/thumb)
武太郎
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interest rates
It will be the end of May, but it's not the last, Mr. Bowell
It will be the end of May, but it's not the last, Mr. Bowell
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おまちかね、FOMCが明日未明ですね^_^
今回も0.25%アップが予想されていますが注目は次回の動向の雰囲気をどう醸し出してくるかだと思います。日本株は連休で蚊帳の外感があるのが残念と思っています♪
今回も0.25%アップが予想されていますが注目は次回の動向の雰囲気をどう醸し出してくるかだと思います。日本株は連休で蚊帳の外感があるのが残念と思っています♪
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The dollar-yen environmental perception perspective is higher than 4H on a daily basis. 1H subtle.
Fifteen minutes later, the short-term Dow finally changed.
It's still an environment where people are aiming for push buying at the top, but isn't it difficult for the downward trend to stop right away once long position settlements etc. come in so far?
If you're aiming for a short, let's manage risk well with an awareness of going backwards and progressively!
If you're aiming for the long run, it's impossible if you don't stop lowering your lower leg, so wait leisurely. There's also FOMC, so don't be impatient and think after seeing the directionthat's right!
Fifteen minutes later, the short-term Dow finally changed.
It's still an environment where people are aiming for push buying at the top, but isn't it difficult for the downward trend to stop right away once long position settlements etc. come in so far?
If you're aiming for a short, let's manage risk well with an awareness of going backwards and progressively!
If you're aiming for the long run, it's impossible if you don't stop lowering your lower leg, so wait leisurely. There's also FOMC, so don't be impatient and think after seeing the directionthat's right!
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武太郎 : Let's buy Lululemon