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定年退職希望者 Private ID: 182214261
投資で40で定年退職したい。
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    The intervention amount by the Japanese authorities on 7/12 is it on the scale of 2 trillion 140 billion yen?
    From the divergence between “financial factors,” which are factors that cause the increase or decrease in Bank of Japan current accounts, and market expectations.
    ww3.boj.or.jp/market/jp/stat...
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    Intervention as a substitute
    $Palantir(PLTR.US)$
    It's better to be like now rather than keep getting in good shape
    I won't sell something that has such a future when it's down a little 😊
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    1
    $Astera Labs(ALAB.US)$
    $Palantir(PLTR.US)$
    While major semiconductor brands declined yesterday, for some reason, Loves marked 61.00$ (+9.14%), surpassing Tesla, and that joy also rose for a while and then VIX rose for a while, and the closing price was 57.87$ (+3.54%). But I was so happy to be on good terms with Para-chan and look at the chart
    Loves will share their fate in the 8/28 financial results, but even if they succeed with EPS improvements, even if EPS deteriorates and fails due to the cool equipment investment (president: is it related) that I fear, they will definitely not cut losses and hold on 🦾🦾🦾. I think they will definitely win, so please trust and wait until next year.
    Stocks that grow immediately after an IPO often slow down halfway. Conversely, even if it doesn't rise at all, there is no growth potential. But like Labs, sales of semiconductors are growing rapidly by +300% compared to yesterday (products often sell 300%). That is the potential for sales to grow to +3000% in the near future...
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    2
    Ganbare 10-year bond
    Go back even further
    And get out
    $U.S. 10-Year Treasury Notes Yield(US10Y.BD)$
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    1
    In the DAX index, corporate financial results weighed heavily on investors' mood, and it fell to the 18500 level, which depreciated 0.5%.
    Hugo Boss revised sales forecasts downward and fell approximately 9%.
    Porsche (-5%), Hanover Re (-2.4%), Munich Re (-2.2%), Adidas (-1.6%), and Daimler Trucks (-1.6%) had the worst performances.
    Meanwhile, traders closely watched the US political situation in response to the fact that Fed Chairman Powell made bearish statements that strengthened interest rate cut observations in September.
    In Europe, there is a strong view that the ECB will leave interest rates unchanged on Thursday.
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    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...
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    The dollar index surpassed 104.3 on Tuesday and rose for 2 consecutive sessions as investors continued to determine the future of US monetary policy in response to the US Federal Reserve (Fed) president's latest statement.
    Federal Reserve Chairman Powell said Monday that recent data “gives some confidence” that inflation is returning to target and that the central bank will not wait until inflation reaches 2% before cutting interest rates.
    The market has almost factored in interest rate cuts in September, and it is expected that two more interest rate cuts will be implemented by the end of the year.
    Meanwhile, in response to the attempted assassination of former US President Donald Trump, the dollar was supported by demand as a safe asset.
    Also, since it is expected that Mr. Trump's policies, such as tax cuts, stricter immigration screening, and an increase in import tariffs, etc., will lead to inflation, the prospect of Trump taking office as the second president has strengthened, which also boosted dollar and government bond yields.
    The dollar rose across the board, and buying was particularly conspicuous against kiwi (NZD) and yen.
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    $Bitcoin(BTC.CC)$
    It was great when it dropped to 53,000 the other day! People who can't buy it won't be able to buy it no matter when. I'm with the person who has been waiting all this time while watching the rope that is spinning without being able to fit inside the jump rope now or now. I have to jump in somewhere with courage
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    $Br.Holdings(1726.JP)$
    Bridge and road system jobs should grow due to aging expressways!
    The Nikkei average was raised, but it was cheap and had high dividends, so I bought it!
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