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$NVIDIA (NVDA.US)$
Looking at the price movements today or tomorrow, I'm going to buy around 600,000 shares of NISA with Nvidia, Proadcom, Palantir Technologies, and WGS. ^_^
If you want to buy, Thursday or Friday is a good target. Last weekend was a bullish market, so it didn't drop much. Thursday's early timing was just in time for a safe selling opportunity, but generally, the market tends to drop over the weekend, so selling at the beginning of the week and buying at the weekend seems ideal!
Looking at the price movements today or tomorrow, I'm going to buy around 600,000 shares of NISA with Nvidia, Proadcom, Palantir Technologies, and WGS. ^_^
If you want to buy, Thursday or Friday is a good target. Last weekend was a bullish market, so it didn't drop much. Thursday's early timing was just in time for a safe selling opportunity, but generally, the market tends to drop over the weekend, so selling at the beginning of the week and buying at the weekend seems ideal!
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$Micro E-mini Nasdaq-100 Index Futures(DEC4) (MNQmain.US)$ Was the sell signal real...
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No evidence of return commensurate with a Sharp ratio of 0.3 risk.
Reasons for the sharp decline from 2022
Due to the rise in overseas bond yields, the benchmark price dropped significantly, and with the high stall of foreign exchange hedging, it did not surface→The reason why JAFCO ran into deficit.
Potential for emergence
Bond prices rose following the overseas interest rate cut, due to narrowing of the domestic and overseas interest rate spread and reduction in exchange hedge costs.
There may be concerns about the rise in domestic bond interest rates, but those who buy now might be rewarded.
Reasons for the sharp decline from 2022
Due to the rise in overseas bond yields, the benchmark price dropped significantly, and with the high stall of foreign exchange hedging, it did not surface→The reason why JAFCO ran into deficit.
Potential for emergence
Bond prices rose following the overseas interest rate cut, due to narrowing of the domestic and overseas interest rate spread and reduction in exchange hedge costs.
There may be concerns about the rise in domestic bond interest rates, but those who buy now might be rewarded.
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This week's Points
The Japanese stock market this week is expected to be volatile. With Ishiba Shigeru being elected as the new leader of the Liberal Democratic Party, instability is anticipated.market reaction to strengthened financial income taxation and Bank of Japan's monetary policy will be watched. Ishiba's policies include regional revitalization and establishment of a disaster prevention agency,etc.Disaster-related stocksやLocal revitalization-related stocksinvestment in them is expected to become more active.
On the other hand, after Mr. Ishiba's victory,The yen is appreciating.At one point, the Japanese stock market is dominated by selling pressureIt is expected to be. In addition,Weeks at the end and beginning of the monthであるため、There is a potential increase in profit-taking selling, and the risk of downward pressure on stock prices is likely to be recognized. Furthermore, important economic indicators in the USA (ISM Manufacturing Purchasing Managers' Index, Non-Manufacturing Purchasing Managers' Index, Employment Statistics) are on the horizon, and the release of these data could have a significant impact on the market.The US stock market
Continued solid movement is expectedUS stocks have been performing well this year, with the S&P500 indexHaving a strong year.YTD up 20%approaching a record high as the third quarter ends on Monday.has its best 1-9 month period since 1997...
The Japanese stock market this week is expected to be volatile. With Ishiba Shigeru being elected as the new leader of the Liberal Democratic Party, instability is anticipated.market reaction to strengthened financial income taxation and Bank of Japan's monetary policy will be watched. Ishiba's policies include regional revitalization and establishment of a disaster prevention agency,etc.Disaster-related stocksやLocal revitalization-related stocksinvestment in them is expected to become more active.
On the other hand, after Mr. Ishiba's victory,The yen is appreciating.At one point, the Japanese stock market is dominated by selling pressureIt is expected to be. In addition,Weeks at the end and beginning of the monthであるため、There is a potential increase in profit-taking selling, and the risk of downward pressure on stock prices is likely to be recognized. Furthermore, important economic indicators in the USA (ISM Manufacturing Purchasing Managers' Index, Non-Manufacturing Purchasing Managers' Index, Employment Statistics) are on the horizon, and the release of these data could have a significant impact on the market.The US stock market
Continued solid movement is expectedUS stocks have been performing well this year, with the S&P500 indexHaving a strong year.YTD up 20%approaching a record high as the third quarter ends on Monday.has its best 1-9 month period since 1997...
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Japanese stocks are cheap so they can only go up.
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I thought it would turn into yen appreciation.
Great, Son-ya~
Great, Son-ya~
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