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President Trump-elect stated on the 22nd that, appointing Scott Bessent, founder and CEO of hedge fund Key Square Group, as Treasury Secretary- Mizuho and the 4th largest bank group.
According to the statement, Mr. Bessent, a native of South Carolina, graduated from Yale University, has been involved in investment management for over 35 years, and has diversified businesses in agriculture, publishing, real estate, and more. He is also introduced as part of the most profitable transactions in the history of hedge funds, such as initiating large sell orders for the UK pound.
According to The Wall Street Journal, he joined Soros Fund Management in 1991, pushed the pound to exit the European Exchange Rate Mechanism in 1992, with Mr. Bessent's research on the vulnerability of the UK housing market being the trigger. From 2011 to 2015, he served as Soros' Chief Investment Officer, successfully investing in Japan anticipating a weaker yen and yielding significant profits.
Bessent is one of the most vocal supporters of Mr. Trump in the financial industry, and is expected to take on an important role in the economic policies of the next administration...
According to the statement, Mr. Bessent, a native of South Carolina, graduated from Yale University, has been involved in investment management for over 35 years, and has diversified businesses in agriculture, publishing, real estate, and more. He is also introduced as part of the most profitable transactions in the history of hedge funds, such as initiating large sell orders for the UK pound.
According to The Wall Street Journal, he joined Soros Fund Management in 1991, pushed the pound to exit the European Exchange Rate Mechanism in 1992, with Mr. Bessent's research on the vulnerability of the UK housing market being the trigger. From 2011 to 2015, he served as Soros' Chief Investment Officer, successfully investing in Japan anticipating a weaker yen and yielding significant profits.
Bessent is one of the most vocal supporters of Mr. Trump in the financial industry, and is expected to take on an important role in the economic policies of the next administration...
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繊細なイドジャ_0489
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Riding the wave of artificial intelligence (ai), nvidia's market capitalization temporarily became the world's largest. According to Coatue's artificial intelligence (ai) evolution framework, AI has four main stages:AI infrastructure (Phase 1)、Edge AI (Phase 2)、AI applications (Phase 3)、フィジカルAI（フェーズ4+）Indeed.
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AI相場の「4段階」とは？
ゴールドマン・サックスはリポートでAI相場を4段階に分類している。
●Phase 1: Represented by nvidia, the most clear beneficiary of AI is benefiting in this stage.
●Phase 2: AI infrastructureA stage where companies focusing on AI infrastructure can profit.semiconductors, idc service providers, datacenters, hardware, software, security, etcFocus on companies other than Nvidia that are involved in AI infrastructure.
●Phase 3:Potential for monetizing AIFocusing on the company.Software and IT (Information Technology) incorporating AI functions into their own productsSet.
●Phase 4:With the spread of AI and improvement in productivity, the largest revenue can be expected.Targeted at corporations. Utilizing AI technology to enhance production...
ゴールドマン・サックスはリポートでAI相場を4段階に分類している。
●Phase 1: Represented by nvidia, the most clear beneficiary of AI is benefiting in this stage.
●Phase 2: AI infrastructureA stage where companies focusing on AI infrastructure can profit.semiconductors, idc service providers, datacenters, hardware, software, security, etcFocus on companies other than Nvidia that are involved in AI infrastructure.
●Phase 3:Potential for monetizing AIFocusing on the company.Software and IT (Information Technology) incorporating AI functions into their own productsSet.
●Phase 4:With the spread of AI and improvement in productivity, the largest revenue can be expected.Targeted at corporations. Utilizing AI technology to enhance production...
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繊細なイドジャ_0489
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Columns "Trump 2.0" New Administration Policy Timeline List! What are the notable investment opportunities?
This article uses automatic translation in part.
Since Trump's reelection on November 6th, the 'Trump Trade' has accelerated, with US bond yields rising to 4.5%, the dollar index temporarily exceeding 108, Bitcoin approaching $0.1 million, while gold declined. Analysts predict that President Trump's second-term policies will not differ significantly from his first term, but stricter immigration and trade measures are expected.The strengthening of 'America First' policy.strengthening.
Recently, as members of the ministerial team are being appointed one after another, not only are related policies being concretized but also further fueling the "Trump Trade". Next, the direction of the "Trump Trade" will be directly determined by how various policies of President Trump are implemented.
Before President Trump took office (now until January 20, 2025): Personnel Appointments
Mr. Trump is trying to form a cabinet earlier than in his first term. On November 22, Scott Bessent, an investor, was nominated as Secretary of the Treasury. Mr. Bassent, 62 years old, founded Key Square Group, a global macro hedge fund, and previously managed the Soros Fund Management.
Since Trump's reelection on November 6th, the 'Trump Trade' has accelerated, with US bond yields rising to 4.5%, the dollar index temporarily exceeding 108, Bitcoin approaching $0.1 million, while gold declined. Analysts predict that President Trump's second-term policies will not differ significantly from his first term, but stricter immigration and trade measures are expected.The strengthening of 'America First' policy.strengthening.
Recently, as members of the ministerial team are being appointed one after another, not only are related policies being concretized but also further fueling the "Trump Trade". Next, the direction of the "Trump Trade" will be directly determined by how various policies of President Trump are implemented.
Before President Trump took office (now until January 20, 2025): Personnel Appointments
Mr. Trump is trying to form a cabinet earlier than in his first term. On November 22, Scott Bessent, an investor, was nominated as Secretary of the Treasury. Mr. Bassent, 62 years old, founded Key Square Group, a global macro hedge fund, and previously managed the Soros Fund Management.
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繊細なイドジャ_0489
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The SEC chairman, a 'Bitcoin critic,' is set to retire in January next year, which is seen as a positive factor. $Bitcoin (BTC.CC)$Bitcoin's price is approaching the $100,000 mark.
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Bitcoin, is there a possibility of doubling even after surpassing the $100,000 mark?
According to BCA Research data, even if Bitcoin approaches $100,000 for the first time, there is a possibility of doubling. Analysts believe that the cryptocurrency boom will continue in the future.Bitcoin is expected to reach $200,000 by the end of 2025, while Ethereum is predicted to reach $10,000.Analyst Sam Callahan of Swan Bitcoin points out that the price increase of bitcoin is driven by various factors such as improved liquidity, increased investment from institutions, and a regulatory environment changing from headwinds to tailwinds.Trump's return to the presidency could have a positive impact on bitcoin, given the expansion of fiscal deficits and inflation, as well as the potential changes in the dollar's international role.In the Trump administration, there was a tailwind for cryptocurrencies.
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According to the New York Times, in a trademark registration application submitted last week, DJT filed an application for a cryptocurrency payment service called 'Truth Fi'.
According to The New York Times, in the trademark registration application submitted last week, $Trump Media & Technology (DJT.US)$The Truth F...
According to BCA Research data, even if Bitcoin approaches $100,000 for the first time, there is a possibility of doubling. Analysts believe that the cryptocurrency boom will continue in the future.Bitcoin is expected to reach $200,000 by the end of 2025, while Ethereum is predicted to reach $10,000.Analyst Sam Callahan of Swan Bitcoin points out that the price increase of bitcoin is driven by various factors such as improved liquidity, increased investment from institutions, and a regulatory environment changing from headwinds to tailwinds.Trump's return to the presidency could have a positive impact on bitcoin, given the expansion of fiscal deficits and inflation, as well as the potential changes in the dollar's international role.In the Trump administration, there was a tailwind for cryptocurrencies.
According to The New York Times, in the trademark registration application submitted last week, $Trump Media & Technology (DJT.US)$The Truth F...
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