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$Direxion Daily 20+ Year Treasury Bull 3X Shares ETF (TMF.US)$
For the time being, will have amnesia and only be a holder of TMF.![]()
Please aim for 50 today for sure.![]()
For the time being, will have amnesia and only be a holder of TMF.
Please aim for 50 today for sure.
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$Direxion Daily 20+ Year Treasury Bull 3X Shares ETF (TMF.US)$ Um, if the stock market is weak and this also goes down, it won't serve as a hedge...
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$Direxion Daily 20+ Year Treasury Bull 3X Shares ETF (TMF.US)$ What are we going to do if this doesn't go up at this timing!
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$U.S. 1-Year Treasury Bills Yield (US12M.BD)$ $U.S. 2-Year Treasury Notes Yield (US2Y.BD)$
For a few days now, I felt that the interest rates for 1-year and 2-year bonds were about to invert, and now that I checked, they have inverted. I don't think it has any significant meaning, but I wrote this because I had some free time.
For a few days now, I felt that the interest rates for 1-year and 2-year bonds were about to invert, and now that I checked, they have inverted. I don't think it has any significant meaning, but I wrote this because I had some free time.
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$Palantir (PLTR.US)$
As the defense ministry advances its cost reductions, considering the impact on Palantir Technologies ($PLTR), several factors come into play. First, let's organize the situation.
It has been reported that the defense ministry plans to cut about 8% from its budget each year for the next five years. This reduction is expected to amount to tens of billions of dollars, and at first glance, it seems like negative news for defense-related companies such as Palantir. In fact, after this news broke on February 19, Palantir's stock price temporarily fell by 12%, closing down 10%. This is likely a result of the market's immediate reaction of "budget cuts = deteriorating performance."
However, looking at the details of the cuts changes the narrative. According to reports, areas such as southern border security, nuclear weapons, Drone, and Missile defense are exempt from cuts, and the budget is likely to be reallocated to "mission-critical" fields. Palantir utilizes AI and Big Data analytics to provide data integration and decision-making support for the defense ministry and the military. For example, the U.S. Army's "Army Vant...
As the defense ministry advances its cost reductions, considering the impact on Palantir Technologies ($PLTR), several factors come into play. First, let's organize the situation.
It has been reported that the defense ministry plans to cut about 8% from its budget each year for the next five years. This reduction is expected to amount to tens of billions of dollars, and at first glance, it seems like negative news for defense-related companies such as Palantir. In fact, after this news broke on February 19, Palantir's stock price temporarily fell by 12%, closing down 10%. This is likely a result of the market's immediate reaction of "budget cuts = deteriorating performance."
However, looking at the details of the cuts changes the narrative. According to reports, areas such as southern border security, nuclear weapons, Drone, and Missile defense are exempt from cuts, and the budget is likely to be reallocated to "mission-critical" fields. Palantir utilizes AI and Big Data analytics to provide data integration and decision-making support for the defense ministry and the military. For example, the U.S. Army's "Army Vant...
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$U.S. 10-Year Treasury Notes Yield (US10Y.BD)$
The Financial Estimates for the PCE, which will be announced next week, have been released. Overall, the estimates are lower than last time. In particular, the core year-on-year estimate is expected to decline from the previous month’s 2.8 to an estimated 2.6. Additionally, the estimates for personal income tax and personal expenditure are also expected to be lower than the previous estimates. These are estimates that seem to align with the weakness in retail sales.
The fact that the interest rates did not react much to the CPI and PPI suggests that the market may be somewhat optimistic about prices. However, I don’t think this means that interest rate cuts will begin immediately.
Well then, let’s look forward to next week.
The Financial Estimates for the PCE, which will be announced next week, have been released. Overall, the estimates are lower than last time. In particular, the core year-on-year estimate is expected to decline from the previous month’s 2.8 to an estimated 2.6. Additionally, the estimates for personal income tax and personal expenditure are also expected to be lower than the previous estimates. These are estimates that seem to align with the weakness in retail sales.
The fact that the interest rates did not react much to the CPI and PPI suggests that the market may be somewhat optimistic about prices. However, I don’t think this means that interest rate cuts will begin immediately.
Well then, let’s look forward to next week.
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$Direxion Daily 20+ Year Treasury Bull 3X Shares ETF (TMF.US)$
When this goes up, there is a tendency for other stocks to go down, it's kind of complicated.![]()
In my case, I have 51 shares so the road to turning positive is long.![]()
When this goes up, there is a tendency for other stocks to go down, it's kind of complicated.
In my case, I have 51 shares so the road to turning positive is long.
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$Direxion Daily 20+ Year Treasury Bull 3X Shares ETF (TMF.US)$ It's still not enough, keep it up!!!
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$U.S. 10-Year Treasury Notes Yield (US10Y.BD)$ Unfortunately, it seems to be rising again. I wonder if it's due to the increase in the number of residence loan applications?
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$U.S. 10-Year Treasury Notes Yield (US10Y.BD)$ StoneCo has fallen.
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