In yesterday's USA market, there was a crash in the Quantum Computing sector.
It seems to have been influenced by a single word from NVIDIA's fans, but to drop so much...
If I were to express my impression in one word, it might be that a speculative bubble has collapsed.
I am also skeptical about cryptocurrency, and I can only hope that things will not turn out that way, but I clearly think that cryptocurrency is a bubble. If it bursts, it will definitely impact the entire Market Overview.
It seems that speculative movements are also appearing in other Sectors, so I feel once again that careful management is necessary.

These are all the stocks I narrowed down at the beginning of the year.
For the time being, I have decided to observe non-filtered stocks only as a reference. (Observation only until the end of February)
Looking forward to what will happen to the narrowed down brands at the end of the year. How many brands will leave, and how many new ones will come in? Including...
Because I have decided to be solid, this is a list without any interest.

Especially in the USA, since the confirmation of Mr. Trump to the present, the rise in cryptocurrency, unmanned aerial vehicle imitations, quantum computers, and even in companies related to masks including Tesla has been remarkable due to the sectors during the Trump administration and statements during the presidential election.
I believe that all of these are due to experience and expectations for news and topics. Especially regarding the related stocks mentioned above...
For example, quantum computers? They are still not visible.
What about managing cryptocurrency to dispel concerns for the general public?
And,
I feel like I'm investing in unseen stocks and experiencing fluctuations.
When it comes to AI, it feels like it's finally starting to become visible.
AI is becoming visible, but quantum and cryptocurrencies are not visible.
Therefore, I plan to observe and exclude quantum and cryptocurrencies, focusing on other sectors.
Regarding the USA, I have selected about 50 stocks with sector diversification at the end of the year, and I intend to focus on them for a while without looking at others.
Currently, I am investing individually in only 2 stocks for the USA with emphasis on stability and security (excluding ETFs with a long-term view).
Still, it's up about 3%...

Happy New Year.
There were probably those who had a good year, those who had an average year, and those who had a not-so-good year in various aspects last year.
I pray for the health, success, and happiness of all people.
To become a better life...
I continue to mutter to myself as usual, but thank you for your understanding 🙇

Last year was better, and this year seems to finish with profits confirmed at around 70%😔 of last year's amount.
If I liquidate at the end of February, do nothing from March to August with the same amount and start investing from October with the principal amount...?
Considering that it may have exceeded last year, there is nothing but reflection.
What was the last 6 months all about?
I realized once again that I am an amateur.
Take it as a good experience, reflect on it, and aim to connect it to next year.

Personally, as I am still scared and would have trouble sleeping if I got involved (I don't want to end up in a situation where I feel like I can't sell and end up staring at the screen), I am just checking the movement of information and numbers.

For example, whether succeeding or failing based on blindly believing online information, unless pursued while thinking for oneself, it will only be mere experience. This might turn into merely relying on luck or fate.
Conversely, if one analyzes various information with self-responsibility, makes calm judgments and runs execution repeatedly to lead the results forward, it will be connected to evidence. Intuition plays a role in the continuing process.
Are you all in favor of experience?
Are you part of the evidence camp?
If you plan to engage in Asset Management for a long time, I recommend you to think, analyze, and run it yourself.
Even if it's good now, for the sake of avoiding major mistakes...

The past and present of the medical industry.
In the past.
Doctor ←→ My patient
A little while ago
Doctor ←→ patient
Recently.
Physician ←→ patient
It's starting to feel like that.
What is the role of regional hospitals, clinics, including universities and hospitals?
The minimum necessary role is to provide medical services, including appropriate diagnosis, treatment, surgery when needed, and follow-up care for the local residents.
In Japan, since it is a national health insurance system, the maximum burden in terms of insurance medical care is up to 30%.
Feeling unwell and visiting a medical institution means actively receiving Veterinary Services.
When calling for an ambulance, it involves both luck and misfortune.
If you are well enough to walk to the hospital, it is recommended to carefully select your regular medical institution.
As an example, in Japan, the number of chronic dialysis patients exceeds 300,000, with the majority automatically transferring from the core hospital where dialysis was initiated to the related clinic for maintenance dialysis.
I'm not sure if it's good or bad, but when it comes to dialysis clinics, there is a wide range of quality.
The difference between high quality and low quality seems to be like heaven and earth. → Regarding patient care...