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Today's 31st is the Ichimoku equilibrium chart. or rather, that's not all lol
I'm fed up with media crap leaks every time just because of how much scoop I want. After 2:00 midnight, after the morning edition's limit, I feel that the previous day's “interest rate hike” leak went too far, but both exchange rates and futures plummeted due to this.
Well, since it was before the Bank of Japan event, it was unavoidable, and it was a move that had nothing to do with the shape or flow of the chart. Therefore, going back to a three-role reversal in the Ichimoku equilibrium table... is also a discussion that doesn't make much sense...
There is also a possibility that the exact opposite will happen with the announcement later and President Ueda's press conference. After all, we have to make sure that no matter how we move in front of the central bank.
I'm fed up with media crap leaks every time just because of how much scoop I want. After 2:00 midnight, after the morning edition's limit, I feel that the previous day's “interest rate hike” leak went too far, but both exchange rates and futures plummeted due to this.
Well, since it was before the Bank of Japan event, it was unavoidable, and it was a move that had nothing to do with the shape or flow of the chart. Therefore, going back to a three-role reversal in the Ichimoku equilibrium table... is also a discussion that doesn't make much sense...
There is also a possibility that the exact opposite will happen with the announcement later and President Ueda's press conference. After all, we have to make sure that no matter how we move in front of the central bank.
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24
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Views on the re-election of former President Donald Trump have intensified in response to the attempted assassination incident on the 13th, and a “Trump trade” that assumes a “definite tiger” is progressing in the market.
So, about domestic brands5 themes and 19 related stocks that are likely to receive a tailwind from “Definitely Tora”, and 1 individual stockI will pick it up.
Theme 1: ＜Defense＞
Is Japan's increase in defense spending a benefit to related stocks
Mr. Trump, who emphasizes the US first principle, insisted on reducing the US military burden to defend allies and increasing the burden on each ally since his time as former president, by hinting at withdrawal from NATO.
There is a high possibility that Japan will also ask for an increase in the burden of defense spendingIt is believed thatDemand will increase mainly from existing defense-related companiesThat is expected.
◆ $Mitsubishi Heavy Industries (7011.JP)$
No. 1 transaction value with the Defense Equipment Agency of the Ministry of DefenseIt is a reserved seat. The number of contracts for fiscal year 22 was 157, or 459.1 billion yen, accounting for 25.5% of the agency's total contract amount. The main items delivered are escort ships, submarines, next fighter jets, etc.
◆ $Kawasaki Heavy Industries (7012.JP)$
defense...
So, about domestic brands5 themes and 19 related stocks that are likely to receive a tailwind from “Definitely Tora”, and 1 individual stockI will pick it up.
Theme 1: ＜Defense＞
Is Japan's increase in defense spending a benefit to related stocks
Mr. Trump, who emphasizes the US first principle, insisted on reducing the US military burden to defend allies and increasing the burden on each ally since his time as former president, by hinting at withdrawal from NATO.
There is a high possibility that Japan will also ask for an increase in the burden of defense spendingIt is believed thatDemand will increase mainly from existing defense-related companiesThat is expected.
◆ $Mitsubishi Heavy Industries (7011.JP)$
No. 1 transaction value with the Defense Equipment Agency of the Ministry of DefenseIt is a reserved seat. The number of contracts for fiscal year 22 was 157, or 459.1 billion yen, accounting for 25.5% of the agency's total contract amount. The main items delivered are escort ships, submarines, next fighter jets, etc.
◆ $Kawasaki Heavy Industries (7012.JP)$
defense...
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+6
81
3
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Columns Hedge fund style hidden AI stock investment! Which “+” stocks of “NVIDIA +” still have room to rise?
The AI boom has just begunIt looks like that.NVIDIA's financial results and the expansion of capital investment by US Big Tech are showing。If there is a long-running AI boom, who is the winnerNVIDIA is not necessarily just one company,It becomes “NVIDIA +”It is expected.
From the most recent portfolio of hedge funds,Hedge funds have already established “NVIDIA +” positionsIt turns out they are doing it.Regarding the “+” stocks of “NVIDIA +”, I checked which stocks still have room to rise in stock prices。
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AI related stocks popular among hedge funds: “NVIDIA +”
$Goldman Sachs (GS.US)$ According to the aggregation and analysis ofHedge funds for the fiscal year ending 1-3 monthsOf the 7 major US tech companies, the Magnificent 7 $Alphabet-A (GOOGL.US)$ Ya $Amazon (AMZN.US)$ 、 $NVIDIA (NVDA.US)$ 、 $Microsoft (MSFT.US)$ ,...
From the most recent portfolio of hedge funds,Hedge funds have already established “NVIDIA +” positionsIt turns out they are doing it.Regarding the “+” stocks of “NVIDIA +”, I checked which stocks still have room to rise in stock prices。
$Goldman Sachs (GS.US)$ According to the aggregation and analysis ofHedge funds for the fiscal year ending 1-3 monthsOf the 7 major US tech companies, the Magnificent 7 $Alphabet-A (GOOGL.US)$ Ya $Amazon (AMZN.US)$ 、 $NVIDIA (NVDA.US)$ 、 $Microsoft (MSFT.US)$ ,...
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+2
69
2
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Today, let's write about the essence that would be rough on X or YouTube.
The title is “Chart Explanation Full of Mistakes”!
It's coming down right now, but in general chart explanations and textbook-like stories, it's “when you get an autograph.” This is correct from a medium- to long-term perspective, but it doesn't work in the short or short term.
Each chart has a time axis they are good at, and the criteria for judgment also differ on each time axis.
And we have to change the way we capture the trade signs that come out of that chart depending on the time axis.
eg
・Golden cross (GC) /dead cross (DC) with moving average and MACD systems
・When the Overcast or Key Points sign lights up
・If you break a cash register or trend line or get pushed back
etc. will be explained as trade signs, right?
All of these are based on a “trend following” type of thinking that works in the medium term and above as a time axis.
Even in the medium term, the axis of trade and investment changes depending on the period.
I'm focusing on options, so I base it on a monthly basis. The medium term is 1 month, the short term is around 1 week, the long term is 3 months to 1 year, and the short term is 2-3 days...
The title is “Chart Explanation Full of Mistakes”!
It's coming down right now, but in general chart explanations and textbook-like stories, it's “when you get an autograph.” This is correct from a medium- to long-term perspective, but it doesn't work in the short or short term.
Each chart has a time axis they are good at, and the criteria for judgment also differ on each time axis.
And we have to change the way we capture the trade signs that come out of that chart depending on the time axis.
eg
・Golden cross (GC) /dead cross (DC) with moving average and MACD systems
・When the Overcast or Key Points sign lights up
・If you break a cash register or trend line or get pushed back
etc. will be explained as trade signs, right?
All of these are based on a “trend following” type of thinking that works in the medium term and above as a time axis.
Even in the medium term, the axis of trade and investment changes depending on the period.
I'm focusing on options, so I base it on a monthly basis. The medium term is 1 month, the short term is around 1 week, the long term is 3 months to 1 year, and the short term is 2-3 days...
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31
4
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