I am one of those who have been severely affected by recent Japanese stocks. I was busy with work this week and when I left the stock market alone, Kobe Steel hit me. $Kobe Steel (5406.JP)$
Since the stock didn't drop even after the dividend payment, I was too comfortable. Honestly, if it had dropped due to performance, I would sell, but if it's dropping due to external factors, I usually have a buying stance (especially for high dividend stocks). However, now that the headwinds for a weak yen seem to be reaching a limit, it's a situation where even foreign investors would rather buy US bonds than invest in high dividend stocks in Japan. I also think it might recover around March, but if that's the case, I would like to buy with my new NISA account at the January lows. Therefore, I cut some losses today.![]()
Perhaps because there is not much foreign investment, growth stocks have mixed movements. Sasmedo has touched the lower boundary trend. I would like to buy it. It's a company that I support a lot, but it has become a short-term trading stock within the range. I'm sorry 🙇♀️ $Susmed (4263.JP)$
In Gunjo's PF, Miyaji Engineering is still holding up despite the decline due to its excellent performance and high dividends.
If you move around too much, you will only reduce your funds. We cannot make any major moves unless the USA stabilizes. Year-end rally, coming...
Since the stock didn't drop even after the dividend payment, I was too comfortable. Honestly, if it had dropped due to performance, I would sell, but if it's dropping due to external factors, I usually have a buying stance (especially for high dividend stocks). However, now that the headwinds for a weak yen seem to be reaching a limit, it's a situation where even foreign investors would rather buy US bonds than invest in high dividend stocks in Japan. I also think it might recover around March, but if that's the case, I would like to buy with my new NISA account at the January lows. Therefore, I cut some losses today.
Perhaps because there is not much foreign investment, growth stocks have mixed movements. Sasmedo has touched the lower boundary trend. I would like to buy it. It's a company that I support a lot, but it has become a short-term trading stock within the range. I'm sorry 🙇♀️ $Susmed (4263.JP)$
In Gunjo's PF, Miyaji Engineering is still holding up despite the decline due to its excellent performance and high dividends.
If you move around too much, you will only reduce your funds. We cannot make any major moves unless the USA stabilizes. Year-end rally, coming...
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Until now, no one has been able to buy energy stock ETFs since a recession has been seen as certain, but now that the possibility of a soft landing is increasing, it is easier to be bought due to the reaction.
Crude oil supply and demand is also tight globally, and I think it will rise further in the future.
Crude oil supply and demand is also tight globally, and I think it will rise further in the future.
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Whether there is a rate hike or not, long-term interest rates will no longer rise. Stocks will continue to rise.
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I've posted it before $iShares Frontier and Select EM ETF (FM.US)$ There had been quite a bit of profit, yet most of it had been spewed out in the past week.
$iShares Frontier and Select EM ETF (FM.US)$
Is Friday an Evergrande group shock? So it's a big drop. It seems inevitable that the Chinese economy will sink, but will FM, which has strong geopolitical and economic ties, sink? Or will the manufacturer be relocated from China, etc., and rather grow from here? I'm starting to feel a little uneasy![]()
After all, if it depends on the strength of the dollar, then this summer's withering market will be a buy![]()
It seems like a shopping place for Taro Buffett, who has been pretty predictable for the past 2 years 😃 The problem is financial power...
$iShares Frontier and Select EM ETF (FM.US)$
Is Friday an Evergrande group shock? So it's a big drop. It seems inevitable that the Chinese economy will sink, but will FM, which has strong geopolitical and economic ties, sink? Or will the manufacturer be relocated from China, etc., and rather grow from here? I'm starting to feel a little uneasy
After all, if it depends on the strength of the dollar, then this summer's withering market will be a buy
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As the dollar weakens, FM has quietly been buying and finally started to rise. The monthly MACD is nearing a golden cross.
There may be one or more interest rate hikes ahead, so it may not be easy, but the purpose was to hedge against the dwindling US stocks due to the disappearance of the weak yen effect, and this time we were able to confirm a strong inverse correlation. I want to buy more, but I don't have enough funds...![]()
Are you doing anything to respond to the strengthening yen?![]()
？
$iShares Frontier and Select EM ETF (FM.US)$
There may be one or more interest rate hikes ahead, so it may not be easy, but the purpose was to hedge against the dwindling US stocks due to the disappearance of the weak yen effect, and this time we were able to confirm a strong inverse correlation. I want to buy more, but I don't have enough funds...
Are you doing anything to respond to the strengthening yen?
$iShares Frontier and Select EM ETF (FM.US)$
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![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined"){kind=small}
ごんじゃ
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Until 8 years ago, individual investors in Japan asked “US stocks? It was like “what is that minor investment destination,” and until 4 years ago it was “investment YouTube? It was also said that “investment YouTube isn't popular because it's faster to read in letters.”
It's the same whether it's investment or business, but if you have the same ideas as others and do the same thing, you won't be able to achieve great results. If you do something that others don't notice or don't do, your chances of success will be much higher.
In other words, in order to succeed at something, you inevitably have to be lonely.
If you look at the investment world, you can't feel alone at all with the S&P 500, Levanas, and Orcan. This suggests that there will be no major success ahead.
Everyone made suspicious faces and asked, “What's that?” Success awaits in something like that.
It's the same whether it's investment or business, but if you have the same ideas as others and do the same thing, you won't be able to achieve great results. If you do something that others don't notice or don't do, your chances of success will be much higher.
In other words, in order to succeed at something, you inevitably have to be lonely.
If you look at the investment world, you can't feel alone at all with the S&P 500, Levanas, and Orcan. This suggests that there will be no major success ahead.
Everyone made suspicious faces and asked, “What's that?” Success awaits in something like that.
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Beautifully reversing and rising![]()
I still think it will go up ⤴️
It's troubling for Gonja Company in the era when treatment can be done with an app, but it is important if it improves the QOL of patients, isn't it?![]()
$Susmed (4263.JP)$
I still think it will go up ⤴️
It's troubling for Gonja Company in the era when treatment can be done with an app, but it is important if it improves the QOL of patients, isn't it?
$Susmed (4263.JP)$
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I'm keeping an eye on it because I anticipate that it will pass through the Chinese Medical Association and run out to the top. It's about how much greed you have to make a profit...
$Susmed (4263.JP)$
$Susmed (4263.JP)$
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I'm considering investing in TLT for US Treasury bonds and FM for emerging market stocks in anticipation of a rate cut, but both need to be purchased in dollars. I'm wondering how much profit I can make if the yen strengthens when the rate cut happens. Could you please provide investment strategy along with the outlook for USD/JPY?
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