(2025/2/12 23:37)
The NY market started lower in response to strong CPI!
⭐ Software applications & Semiconductors led to overall selling ❗
・Dow−438 Nas−156 S&P−52 Russell−33↓
・Interest rate (Y10=4.63%)↑
・Gold↓ Silver Copper↑
・Crude oil 72.2↓
・Grains (Soybeans↓ Corn↑)
BTC is down⬇️
• Dollar-Yen 154.2↑
• F&G 43↓
Sector situation.
⭐ Approximately 80% sector decline!
(3 Strong) Silver, Copper, Luxury Goods
(3 weak) Electrical Equipment & Parts, Building Materials, Home Improvement Retail
🟦 Increase in positions for $PAAS after the opening.
Since Silver is being bought, increase in positions for $PAAS after the opening.
$Pan American Silver (PAAS.US)$
After the market opening, reinvest in $DRIP.
Since WTI is being sold off, reinvest in $DRIP after the market opening.
$Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 2X Shares (DRIP.US)$
(1:05)
🟦 Increase in Buy for $RDDT.
$...

$Bitcoin (BTC.CC)$
This is really just a tip and a personal thing, so it's totally fine to ignore. OK, content.
It is commonly known that when pessimism is excessive, it's time to Buy, and when optimism is excessive, it's time to Sell. So, let's talk about something a little different, or rather, some points to pay attention to 💡
First, things like inciting panic during a market crash, of course, the person writing it probably expects a crash to happen, and whether that is good or bad is not the point.
Beginners are more likely to get addicted.
It is easy to forget that specific numbers such as crashes, obsolete items, downtrends, of course their opposite, soaring, bubbles, lightning, etc., are different.
For example, let's say there is a person who claims it's a crash now (at around 98000). It's not clear whether that person holds physical assets or is someone trading with high leverage without setting a stop loss, and if their investment style is different from yours, the yardstick is also different. By the way, I determine my crash and the start of a long-term bear market as 73800 on a BTC basis.
It's not that the person writing is wrong, so if you refer to the bulletin board
I recommend thinking about things like how far this person's collapse will go, or what criteria are being used to say it will rise from now on.
If you don't understand, ask questions...

In 2024, the US stock market had a brilliant year, with multiple factors such as the advancement of Artificial Intelligence (AI) technology, the financial policy shift of the US Federal Reserve, and expectations for the policy of the new Trump administration. $S&P 500 Index (.SPX.US)$and $Nasdaq Composite Index (.IXIC.US)$recorded increases respectively25%and31%of $Dow Jones Industrial Average (.DJI.US)$Also.14%Experienced growth,The three major indices have collectively reached all-time highs.This reflects the market's optimistic stance on the outlook for US economic growth, and further demonstrates investors' strong confidence in technology stocks. Looking towards 2025, major financial institutions on Wall Street are generally optimistic. The median year-end target for the S&P 500 index is6,496.17 points, and asset management company Oppenheimer has ahighest point of 7,100.を予測しており、これは来年の米国株が現在の水準からさらに17%上昇すると見込まれている。
$Nasdaq Composite Index (.IXIC.US)$The notable feature of this year's rise is that market trading is clearly becoming "more extensive"...

The biggest turning point in the market at the end of 12 was the FOMC.Developments were tumultuous.It happened. The FRB delivered a surprise of a hawkish "rate cut" to the market, not a "Christmas present".
The FOMC on December 17-18implemented a 0.25% rate cut as expected by the market. However,Number of expected rate cuts in 2025From the previous estimates,halved for the second time,as U.S. financial officials announced a more gradual rate cut than previously.suggesting a slowdown in rate cuts).市場コンセンサスは3回, Shift to a 'hawkish' stance by the Federal ReserveFollowing that, the S&P 500 Index and the Nasdaq 100 Index fell from their highs.
This time,Background on the Federal Reserve's "hawkish" shiftmust first be examined, Exploring the outlook for US policy interest rates in 2025 and its impact on the stock market.To investigate.
FRB's 'hawkish' shift and its background
Shift to a 'hawkish' stance by the Federal Reserve
December 2024 FOMC (Federal Open Market Committee)(Federal Open Market Committee) is lowering the US policy interest rateFF rate by 0.25%ると発表した。市場予想通りの結果となったが、想定外だったのは、2025年に見込む利下げ回数が9月の4回から2回に減少したこ...

$Stryker Corp (SYK.US)$
$Zimmer Biomet Holdings (ZBH.US)$
It is a well-known manufacturer.
Just for reference...

$Hims & Hers Health (HIMS.US)$
yesterday, $HIMS We have published a white paper showing industry-leading results and retention rates for GLP-1 products.
1. Problem: Obesity white paper says the US is “obeseIt begins by outlining that “we are facing an urgent public health crisis.” The statistics are astonishing: - “40% of American adults” (over 0.1 billion people) are obese. - Forecast 2030:80% of American adults will be overweight. The reason for this increase is “cheap, low nutritional food, limited opportunities for physical activity, and social norms that encourage unhealthy behaviors.” In summary, obesity is a major problem.
2. Solution: Hims is in the weight loss categoryIt explains that this problem has been solved. This includes: “You can receive individualized treatments based on individual goals, history, and preferences, such as combined oral medications and GLP-1.” The results were amazing... - Oral Medication: Customers have reported an average weight loss of 7.5 pounds by day 28 and 9 pounds by day 56. - GLP-1 offers: Customers...