Since summer vacation starts tomorrow, let me just say this at the end.
Do not underestimate the summer market drought.
If you take it lightly, you will be severely punished.

This year, I think I want to step down due to tax-related reasons, etc.
In addition, I can't help but feel that it will be severely affected in August, September, and October even if I hold onto it.
If a recession were to come, it is likely to be lower than the year-to-date, and the yen would also appreciate.
Regarding NVIDIA, it's forming a double top, lol.
What have you been doing for the past year?
I want to cool down my head for the next few months.
It's okay if it goes up.
I'll enter if I find a buying opportunity somewhere, not just in the USA. Whether it's at the end of the year, 1 year later, or 2 years later, I don't know. But I have a feeling that the buying opportunity for gold and BTC will come with a decrease in interest rates.
Even taking a break is part of the market.
Everyone, fight on!

Why are you trying to buy it even though concerns about an economic downturn are growing?
There are too many bullish people.

I want to reduce the position eventually.
It might be too late eventually, but.

Uncertainties of US stocks, 3 major uncertainties.
Will AI investment bear fruit?
Which candidate will become the president?
Will there be a rate cut? Will the economy go into a recession?

We should celebrate the inequality in the world.
Thanks to inequality, we can work hard.

What's going on with the bora chirichii?

Sector rotation continues.