$U.S. 10-Year Treasury Notes Yield (US10Y.BD)$
There seems to be a statement about limited Trump tariffs.

$Direxion Daily 20+ Year Treasury Bull 3X Shares ETF (TMF.US)$ Currently, as the yield is 4% or higher and is a High Dividend Concept, I will gradually increase my purchases ☺️

$Palantir (PLTR.US)$
There are times when it goes down.
There are times when it continues to go down.
Do not be swayed by the comments around you, let's be patient. I think it's also good to Buy more Bullishly.
Those who can do that are the winners in the market.
Those who get carried away are the losers in the market.
It's okay, so don't rush.

$U.S. 10-Year Treasury Notes Yield (US10Y.BD)$
From this weekend to next week, important economic indicators such as ISM, JOLTS, and employment statistics will be released. The forecast for non-manufacturing ISM is still pending, but overall expectations are negative. It feels like the interest rates are responding to this.
ISM's Manufacturing estimates are still below 50 as usual, and they may be considered weak as they are also below last month's figures. However, there seems to be a somewhat upward trend since Trump's victory. Honestly, it's hard to tell. On the other hand, the non-manufacturing ISM forecast is not out yet, but since it plummeted last month, if this trend continues and falls below 50, I think there might be a little panic again. Non-manufacturing ISM could be the wildcard.
Recently, the deteriorating trend of JOLTS is worsening at a cruising speed. The forecasts for the number of employees in NFP and ADP employment statistics are both lower than last month's figures, but I'm not too concerned because the numbers here fluctuate a lot. The unemployment rate remains flat. And the forecast for the average hourly wage compared to the previous month, which had been stable for a long time, is lower than expected. Previous month's 0.4 → expected 0.2. This forecast...

$Direxion Daily 20+ Year Treasury Bull 3X Shares ETF (TMF.US)$
There should be a turnaround somewhere, but I don't know where!

$Direxion Daily 20+ Year Treasury Bull 3X Shares ETF (TMF.US)$
I hedge here when a recession comes, so I will continue to hold until it arrives.

$Direxion Daily 20+ Year Treasury Bull 3X Shares ETF (TMF.US)$ Hmm, is it finally time to go below 40?After three interest rate cuts, all interest rates have actually risen, so this rate cut phase is not about 'economic stimulus measures during an economic downturn,' but rather a 'relaxation of restrictive interest rates accompanying the high inflation easing.' It seems to have been proven. Economic indicators are actually determined by the market trading bonds, which indicates that bonds are not needed in the current economic situation. In fact, long-term bonds have been sold since September, and interest rates have continued to rise. The first rate cut in September resulted in a strong economy, with stocks rising and bond prices falling. The second rate cut in November saw further rise in interest rates due to inflation concerns reigniting after Trump's election. Although there was hope for a decrease in interest rates with the announcement of fiscally hawkish personnel midway, ultimately with the announcement of Powell's reappointment, the situation calmed down 🧯 and rose again. The third rate cut in December comes amid growing inflation concerns leading to a further increase in interest rates. The current interest rates are not within the range of whether the economy is good or bad, but rather within the scope of a strong economy indicating whether inflation is worsening or not. It is moving to the dimension of a strong economy under the range of inflation concerns. It probably won't go below 30, and the biggest issue currently being discussed...

$Direxion Daily 20+ Year Treasury Bull 3X Shares ETF (TMF.US)$
In March, the U.S., which is largely on the track of the tiger, wrote on a bulletin board that there is a risk of rising long-term interest rates, and realized that TMF, which was IN in December 2023, did not rise.
I had a feeling since January, but in March I became convinced and honestly accepted my mistake.
Even if it goes up, I don't think it will exceed the peak set in December...
Unfortunately, it turned out as I thought.
At the time of purchase, I did not understand well the characteristics and relationships of government bonds, stocks, Gold, and other assets.
It was rewarding to be able to understand the macro perspective by holding them.
In February 2025, there is a scheduled historic large-scale revision of employment Statistics.
The expected number is below 0.8 million, but it is said to actually reach 1 million people.
This may become a negative surprise and change the situation.
The issue is whether the long-term interest rates, on which many have bet a majority of their assets, will decrease.
Honestly, I am not confident enough to say that it will drop that much.
Because central banks around the world are reducing US bond holdings.
In terms of stocks, the volume entering the market due to the elimination of consolidations has increased...

$U.S. 10-Year Treasury Notes Yield (US10Y.BD)$
Well, that may be the nature of the market, but interest rates have been steadily rising.
Yesterday's durable goods orders, consumer confidence index, and residence sales, among other economic indicators, all fell below expectations. Perhaps stocks rose as Dow and Nasdaq are understood to have risen in anticipation of future rate cuts, but interest rates continued to rise, ignoring that. While the rise in stocks may be a relief, there seems to be accumulating a different kind of risk, which is somewhat unsettling.
It seems like stocks and bonds are seeing different futures. Meanwhile, the Russell is straightforwardly declining. Somehow this movement feels more correct...

$Direxion Daily 20+ Year Treasury Bull 3X Shares ETF (TMF.US)$
There are so many stocks and financial products in the world, so it's better to not buy this Commodity ETF now.