ガジタツ
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ガジタツ
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$USD/JPY (USDJPY.FX)$
Most investors in American stocks know, but among investors in Japanese stocks, there are those who stubbornly want the yen to appreciate.
Let me put aside the market and just talk about the relationship with Japan.
There is a tendency for the elderly generation to make the depreciation of the yen a bad person without investing like NISA. However, for Japan as a whole, the depreciation of the yen is the best monetary policy. Inducing an appreciation of the yen is nothing more than maintaining the status quo within Japan.
It is impossible to ignore the fact that Japan's export industry has developed as the axis of its economy since the post-war period. When the yen appreciates, the income of those working for export-related companies decreases, domestic consumption in Japan also becomes sluggish, and the Japanese economy eventually falls into deflation.
The theory that prices will fall when the yen appreciates is just an urban legend. Gasoline, electricity bills, etc. will drop slightly, but there is no precedent for price cuts due to the appreciation of the yen for other products, and there is no way they will drop in the future.
In the first place, the purpose of the Kishida administration forcibly inducing an appreciation of the yen is to improve the current administration's approval rating. The premise that “the reason people are struggling with their lives is the depreciation of the yen” has often been taken up by the mass media, but the real cause is that real income is declining year by year within Japan, and the inflation rate is extremely low, but overseas inflation progresses normally and prices rise...
Most investors in American stocks know, but among investors in Japanese stocks, there are those who stubbornly want the yen to appreciate.
Let me put aside the market and just talk about the relationship with Japan.
There is a tendency for the elderly generation to make the depreciation of the yen a bad person without investing like NISA. However, for Japan as a whole, the depreciation of the yen is the best monetary policy. Inducing an appreciation of the yen is nothing more than maintaining the status quo within Japan.
It is impossible to ignore the fact that Japan's export industry has developed as the axis of its economy since the post-war period. When the yen appreciates, the income of those working for export-related companies decreases, domestic consumption in Japan also becomes sluggish, and the Japanese economy eventually falls into deflation.
The theory that prices will fall when the yen appreciates is just an urban legend. Gasoline, electricity bills, etc. will drop slightly, but there is no precedent for price cuts due to the appreciation of the yen for other products, and there is no way they will drop in the future.
In the first place, the purpose of the Kishida administration forcibly inducing an appreciation of the yen is to improve the current administration's approval rating. The premise that “the reason people are struggling with their lives is the depreciation of the yen” has often been taken up by the mass media, but the real cause is that real income is declining year by year within Japan, and the inflation rate is extremely low, but overseas inflation progresses normally and prices rise...
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$NVIDIA (NVDA.US)$
Oh, divided by 100. I wonder where the bottom price is. I want to have fun when I get this far.
Oh, divided by 100. I wonder where the bottom price is. I want to have fun when I get this far.
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$USD/JPY (USDJPY.FX)$
I'd like Mr. Kono and Mr. Motegi to explain what kind of trend it is.
Japan is a mysterious country where people wave flags to increase their retirement assets themselves, and when everyone starts investing with NISA and when stock prices rise steadily, stock prices fall all at once due to inducing an appreciation of the yen.
Who would benefit?
I'd like Mr. Kono and Mr. Motegi to explain what kind of trend it is.
Japan is a mysterious country where people wave flags to increase their retirement assets themselves, and when everyone starts investing with NISA and when stock prices rise steadily, stock prices fall all at once due to inducing an appreciation of the yen.
Who would benefit?
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$USD/JPY (USDJPY.FX)$
It seems that 0.25% interest rate cut or interest rate increase = about a fluctuation of 8 to 8.5 yen.
Thinking about that, if the yen appreciates by about 16 to 17 yen twice, will it be around 140 yen by the end of the year?
By the way, it seems like everyone is buying US stocks, and that usually affects about 5 to 6 yen.
Sorry if I'm wrong 🙏
It seems that 0.25% interest rate cut or interest rate increase = about a fluctuation of 8 to 8.5 yen.
Thinking about that, if the yen appreciates by about 16 to 17 yen twice, will it be around 140 yen by the end of the year?
By the way, it seems like everyone is buying US stocks, and that usually affects about 5 to 6 yen.
Sorry if I'm wrong 🙏
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$Hokkaido Electric Power (9509.JP)$
Today, that momentum has accelerated, and it is further excavated
. What does it mean to come here and drop by 3% or more
The way it sits down is crazy and makes me laugh![]()
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I'm prepared for long-term salting, but don't get sick of looking at the chart and uncovered losses. I'm riding the upward wave in dollar-yen FX, so there is no problem with unrealized losses of this level at all. I wonder how many people are holding on to high prices like me... Why did they all leave?
Today, that momentum has accelerated, and it is further excavated
I'm prepared for long-term salting, but don't get sick of looking at the chart and uncovered losses. I'm riding the upward wave in dollar-yen FX, so there is no problem with unrealized losses of this level at all. I wonder how many people are holding on to high prices like me... Why did they all leave?
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$Hokkaido Electric Power (9509.JP)$
The price was so high![]()
Inflating losses. Today, the beginning of the week, was a critical moment, but they didn't fight back in vain... The short selling momentum is drooling upward. There is also a feeling that it has peaked out, but if you look at it in the medium to long term, is it still a hold?
The Tomari nuclear power plant holds the key. If there are headlines about a restart, it should burn out the short sales momentum and explode.
The price was so high
Inflating losses. Today, the beginning of the week, was a critical moment, but they didn't fight back in vain... The short selling momentum is drooling upward. There is also a feeling that it has peaked out, but if you look at it in the medium to long term, is it still a hold?
The Tomari nuclear power plant holds the key. If there are headlines about a restart, it should burn out the short sales momentum and explode.
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ガジタツ : It's even higher![undefined [undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36)