$Direxion Daily 20+ Year Treasury Bull 3X Shares ETF (TMF.US)$ It is fully conceivable that the inflationary interest rate hikes induced by the current Trump tariff strengthening may lead to a weak dollar as seen during the previous Trump administration's trade war with China, which caused a global economic downturn and worsened the economy of the usa.
If the market moves as hedge fund stories suggest, hedge fund performance should be even better. It's often the case that the results are completely opposite.
It may be best to refrain from investing for a while and consider increasing purchases after Trump takes office.
Until then, holders should be patient and receive interest on gold.
An unexpected opportunity may arise.

$iShares 20+ Year Treasury Bond ETF (TLT.US)$
Despite the recent start of FRB rate cuts, interest rates are rising!
Why is that~
Bond investors who anticipate future trends based on Trump trades and policies! Furthermore, large players are believed to engage in buying and selling to a certain extent in the short term, as they receive information quickly in financial-related institutions such as banks.
Is it an interest rate hike based on the prediction of large trades in the future?
Or is it a rate cut by the FRB?
I think the key is which one will follow the correct path. Since there are no major indicators next week, it looks like it will be a box chart around this area.
I also want to pay attention to the economies of China and Europe since President Trump's inauguration. 🤔
Ah~ In the midst of depressing feelings, the endurance contest continues.

$Direxion Daily 20+ Year Treasury Bull 3X Shares ETF (TMF.US)$ The concern of Trump's tariffs has significantly affected stocks as well, leading to a simultaneous decline. The bond market is also affected by tariff and fiscal stimulus concerns, leaving no safe haven, so investors are temporarily seeking refuge in cash positions and short-term bonds. It seems like stock market decline will continue for the rest of the year, so for the time being, I think selling stocks and long-term bonds and shifting to short-term bonds and cash. Hmm... semiconductors are also in a very challenging situation, but the financial sector, which is cautiously optimistic about Trump's policies, is the only one that seems somewhat promising. Apart from that, it's not looking good at all. Is it really okay with Trump? 👎

$Pony AI (PONY.US)$
Pony AI to go public on November 21st.
It is a company in which Toyota has invested, manufacturing robot taxis and robot trucks.
The lead underwriter is Goldman Sachs and future business expansion is expected.
It is a stock to watch, but being a Chinese company, there is hesitation due to the possibility of a sharp decline.
Celebras and Coincheck are scheduled to go public in December, so are we skipping this time?

$Direxion Daily 20+ Year Treasury Bull 3X Shares ETF (TMF.US)$ The outflow from stocks to US bonds has narrowed, it seems. Now is a good time to buy, maybe it's time to sell around next spring.

$Direxion Daily 20+ Year Treasury Bull 3X Shares ETF (TMF.US)$ The factor causing the rise in interest rates after the election is next year's Trump tariffs and concerns about fiscal measures. Although the tide will not change by the end of the year, the statement from yesterday's FOMC that there is no rush to cut interest rates has further strengthened the trend of bond price decline. Both tariffs and fiscal measures are not for this year but for next year. This means that the possibility of a rate cut after inflation concerns and high interest rates become a reality post-inauguration is quite low. In that case, it is natural for the rate-cut phase to end without happening. If the determining factor of the election is addressing inflation first rather than employment, even if employment is poor, interest rates will not be lowered. In addition, if tariffs exacerbate inflation, there will be even less reason for bonds to rise after the new year. Personally, I thought the opportunity for bonds would come after the end of the rate cut phase, so if the rate cut phase ends next year and the policy interest rate is expected to remain unchanged, expectations of a market high might fade, making the opportunity for bonds more visible. ^_^ However, there may be difficult times ahead where both a stock market decline and a bond market decline happen simultaneously, meaning it's going to be tough for both sides. (⁎⁍̴̆Ɛ⁍̴̆⁎) Beyond that is the arrival of high tariffs, high interest rates, inflation, and recession. Good job, Trump.

$Direxion Daily 20+ Year Treasury Bull 3X Shares ETF (TMF.US)$ Both the PPI and unemployment insurance indicators have been released, indicating pressure from rising inflation and decent employment numbers. Despite expectations of an increase in interest rates, they have significantly dropped. ^_^ Perhaps the short sells of TLT from last week were strategically bought back amidst yesterday's high volume. Even though there is issuance of government bonds, there seems to be no impact on the expected rise in interest rates. Hmm, it's getting more and more confusing ^_^.

$iShares 20+ Year Treasury Bond ETF (TLT.US)$
Continuity of Trump trade
As expected, Trump wins the American presidential election
It was said to be a close race in the public opinion polls, but
American President Trump's policy, which was a landslide victory when unveiled,
→Tax reduction
→Tariffs
→Regulatory relaxation
Both lead to expectations of inflation.
For the FRB in a phase of interest rate cuts,
Factors that delay the pace of interest rate cuts
And, fundamentally, the surface-level US economy is doing well.
There are two immediate points of focus.
Will the Trump trade (i.e. stock market rally) continue?!
Will there be a rate cut in the December FOMC?
Amid the high likelihood of becoming a triple red...
The continuity of Trump's trade
The future personnel changes by Mr. Trump are important
Bond sell-offs with exhausted factors after the election are also coming
While handling bond sell-offs
Whether entering a new phase of strong interest rate increases
Depends on the headlines of personnel.
Every time Mr. Trump's new policies are announced, the stock market rises as well
and the current trend will continue for the time being.
I consider high interest rates to be predominant 😓
In order for the flow of high bonds to become stronger
Indicator results indicating a slowdown in the American economy are necessary
Until that comes out, I perceive high interest rates to be predominant
* Bra...