日本株と米国株
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Thank you for your work in February as well.
In February, the market environment was tough, and even when companies announced good earnings, there were instances where stock prices were offset by the impact of Mr. Trump's policies, leaving an overall impression of sluggishness.
As a result, the cash ratio of the portfolio was increased more than before, some shares held in the NISA account were liquidated for profit, Bank stocks were maintained, while other Assets were converted into cash.
The current focus is on survival as the top priority, shifting from a conventional aggressive approach to a strategy of waiting for the next opportunity.
This year, in contrast to usual circumstances, it is difficult to say that Assets are on the rise, but efforts will continue to ensure cautious responses to achieve survival.
$NVIDIA (NVDA.US)$
$Celestica (CLS.US)$
$Rakuten Bank (5838.JP)$
2025
*At the end of the month
Year to date-15.71%
Monthly Performance (vs previous month %)
January ¥10,878,190 (-11.53%）
February 10,364,522 yen (-4.73%）
In February, the market environment was tough, and even when companies announced good earnings, there were instances where stock prices were offset by the impact of Mr. Trump's policies, leaving an overall impression of sluggishness.
As a result, the cash ratio of the portfolio was increased more than before, some shares held in the NISA account were liquidated for profit, Bank stocks were maintained, while other Assets were converted into cash.
The current focus is on survival as the top priority, shifting from a conventional aggressive approach to a strategy of waiting for the next opportunity.
This year, in contrast to usual circumstances, it is difficult to say that Assets are on the rise, but efforts will continue to ensure cautious responses to achieve survival.
$NVIDIA (NVDA.US)$
$Celestica (CLS.US)$
$Rakuten Bank (5838.JP)$
2025
*At the end of the month
Year to date-15.71%
Monthly Performance (vs previous month %)
January ¥10,878,190 (-11.53%）
February 10,364,522 yen (-4.73%）
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日本株と米国株
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$Gorilla Technology (GRRR.US)$ Seriously, people who haven't realized their Short Sell profits must be in a tough spot, they probably don't feel alive this weekend.
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日本株と米国株
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March 1, 2025 6:08 AP News
Washington (AP News) — The ongoing threat of tariffs from Washington and the possibility of large-scale job cuts by the government could darken consumer sentiment and weigh heavily on what is otherwise a generally healthy economy.
Data released on Friday showed that consumers have made the largest cut in spending since February 2021, despite an increase in income. On the positive side, inflation has calmed down, but economists point out that President Donald Trump has threatened to impose heavy import taxes on Canada, Mexico, and China, which are major trading partners of the USA, leading to a higher likelihood of price increases. Some companies are already planning price hikes as a response.
The USA Department of Commerce announced on Friday that US consumer spending decreased by 0.2% in January compared to the previous month. Unseasonably cold weather is believed to be a factor. However, this decrease may suggest that consumers are becoming more cautious amid rising economic uncertainty.
Stephen Stanley, Chief Economist for Santander USA, stated in an email, "The rollercoaster of headlines coming out of Washington..."
Washington (AP News) — The ongoing threat of tariffs from Washington and the possibility of large-scale job cuts by the government could darken consumer sentiment and weigh heavily on what is otherwise a generally healthy economy.
Data released on Friday showed that consumers have made the largest cut in spending since February 2021, despite an increase in income. On the positive side, inflation has calmed down, but economists point out that President Donald Trump has threatened to impose heavy import taxes on Canada, Mexico, and China, which are major trading partners of the USA, leading to a higher likelihood of price increases. Some companies are already planning price hikes as a response.
The USA Department of Commerce announced on Friday that US consumer spending decreased by 0.2% in January compared to the previous month. Unseasonably cold weather is believed to be a factor. However, this decrease may suggest that consumers are becoming more cautious amid rising economic uncertainty.
Stephen Stanley, Chief Economist for Santander USA, stated in an email, "The rollercoaster of headlines coming out of Washington..."
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日本株と米国株
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$NVIDIA (NVDA.US)$
According to American officials, Mr. Zelensky did not sign the agreement document and left the White House.
If American support stops, military demand will cease, trickle-down will disappear, deflation will occur, or inflation will settle down, concerns about stagflation will retreat, and the number of rate cuts will increase🏹.
This should be good for stocks.
According to American officials, Mr. Zelensky did not sign the agreement document and left the White House.
If American support stops, military demand will cease, trickle-down will disappear, deflation will occur, or inflation will settle down, concerns about stagflation will retreat, and the number of rate cuts will increase🏹.
This should be good for stocks.
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$Gorilla Technology (GRRR.US)$ Finally turned a profit 😭 I'm glad I held on 🙌
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$Gorilla Technology (GRRR.US)$ Today's Candlestick is so much fun that it is hard to sleep until feeling drowsy!
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$MicroCloud Hologram (HOLO.US)$ I wonder if it will go down during the trading session... 😂 Holo-chan, do your best 😫
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$Applied DNA Sciences (APDN.US)$
Will it come in today.
Will it come in today.
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$NVIDIA (NVDA.US)$
I don't know the details, but will the interest rate be kept unchanged.
I don't even know if they will make that announcement.
I don't know the details, but will the interest rate be kept unchanged.
I don't even know if they will make that announcement.
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$Gorilla Technology (GRRR.US)$
That's good. However, the performance is declining.
This is a match in front of witnesses.
That's good. However, the performance is declining.
This is a match in front of witnesses.
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