$Gyre Therapeutics(GYRE.US)$
今宵は全体的に調整モードかな💧
ま、一喜一憂せずに下げなら微足しスタンス継続ですー🐢...

$Tesla(TSLA.US)$ If it's over 266, 300!

$Jpmorgan Betabuilders Msci U.S. Reit Etf(BBRE.US)$
$Opendoor Technologies(OPEN.US)$
US REITs have risen quite a bit and they're coming back to life
Also, OPEN, which sells second-hand houses, has risen quite a bit
I think price movements are finally beginning to incorporate interest rate cuts in earnest
If interest rates continue to drop, houses will also be easier to buy, so we may be able to expect some

US inflation falls toward target annual interest rate cuts are appropriate = FRB Director Kugler
July 17, 2024 5:45 AM GMT+9 (some excerpts)
Director Coogler of the US Federal Reserve (FRB) mentioned the acceleration of the pace of decline in price pressure in recent months, etc., and stated that recent economic indicators show that the inflation rate continues to decline toward 2%, which the FRB targets.
In a lecture given at the American Association of Business Economists (NABE), Mr. Kugler pointed out that wage growth has slowed, labor demand is returning to pre-pandemic (global pandemic) levels, and that “drastic readjustments” are being seen in the labor market.

$Bitcoin(BTC.CC)$
dollar yen euro
Money on paper!
Currency hedging with Bitcoin!

Fund managers stay bullish and wary of geopolitics = BoFA
July 16, 2024 at 7:02 PM GMT+9 (some excerpts)
According to the Bank of America (BoFA) global fund manager survey, respondents anticipate that US interest rates will drop and a hard landing can be avoided, and they maintain a bullish stance. Geopolitics was cited as the biggest risk factor.
The survey was conducted on 242 fund managers (total management amount of 632 billion dollars) from July 5 to 11. The investigation was carried out before the attempted assassination of former President Trump.

70% of SOXL and 50% of SMH were sold on trails due to a sharp drop last week. I just saw a drop without a reason and bought SOXL and NVDA which was lowered too much. The upper price for N seems to be heavy, but I'm expecting a break in financial results. Also, all of the QQQQM holdings were secured, and 2244 was purchased by that amount to the maximum ownership ratio on PF (about 40%). 2244 will rebalance on the ETF side, so I think it's okay to narrow it down to this one tech-related one. Therefore, integration of SMH is also being considered at the next trading timing. I want to temporarily compress my position by September when interest rate cuts are expected, so that's about it.
$iShares Russell 2000 ETF(IWM.US)$
Interest rate cuts have become a definite route and a tailwind for small-cap stocks. The recent rise in the Russell Index also means that. I missed the initial move, but if there is a healthy push, I would like to consider purchasing indices or individual stocks. On hand, HIMS, PLTR, HOOD, and CORZ, which is a small investment but is related to virtual currency, are all doing well. However, I think this is a stage where expectations are raised, so I want to be strict about risk management.
As for the dollar and yen, it is expected that the current level will be maintained in the short term or that the yen will rise slightly. However, the Japanese side's policy changed...