マネーキネコ
reacted to
$Nippon Telegraph & Telephone (9432.JP)$
It seems like various things are at the end stage.
This country.
Because despite various wrong assistance, decent ventures do not grow, it creates a dream-like situation by using existing corporate brands (probably subcontracting for creating AI-driven safe driving software) and chasing after new technologies.
If you dream for 10 years, the stock price will double.
When a serious venture creates something that meets global standards, if the country fully supports and promotes it domestically and internationally, it would be fair.
Is this scenario created by a political party with a habit of wasting budgets?
Is the goal to appeal to a supportive stance by buying a painted rice cake at a high price?
I am not just disappointed, but beyond that, I feel nothing but despair.
I cannot entrust the government to the past ruling party after all. It does not benefit the future generations.
$Nikkei 225 (.N225.JP)$
It seems like various things are at the end stage.
This country.
Because despite various wrong assistance, decent ventures do not grow, it creates a dream-like situation by using existing corporate brands (probably subcontracting for creating AI-driven safe driving software) and chasing after new technologies.
If you dream for 10 years, the stock price will double.
When a serious venture creates something that meets global standards, if the country fully supports and promotes it domestically and internationally, it would be fair.
Is this scenario created by a political party with a habit of wasting budgets?
Is the goal to appeal to a supportive stance by buying a painted rice cake at a high price?
I am not just disappointed, but beyond that, I feel nothing but despair.
I cannot entrust the government to the past ruling party after all. It does not benefit the future generations.
$Nikkei 225 (.N225.JP)$
Translated
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2
マネーキネコ
liked
$Nikkei 225 (.N225.JP)$
The market is happy about the Liberal Democratic Party's loss.
The market is happy about the Liberal Democratic Party's loss.
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8
$Nikkei 225 (.N225.JP)$
Are the people who were short selling, thinking it would plummet, now buying back?
It was lukewarm. It wasn't a big enough victory for the opposition to take power.
Are the people who were short selling, thinking it would plummet, now buying back?
It was lukewarm. It wasn't a big enough victory for the opposition to take power.
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9
マネーキネコ
liked
$Nikkei 225 (.N225.JP)$ Question mark on the phrase.
From looking at the candlestick chart, it doesn't seem like it's oversold. Rather, it seems like the toro covering of the sellers is helping maintain the market (there is no new buying entering).
There are various expressions like being cautious before the election, but as a buyer, there doesn't seem to be a moment where it looks oversold from the buying perspective, right?
If you enter the buy position recklessly, it can drop suddenly and take everything. It's not a market or price range where there's a sense of safety in buying.
From the seller's perspective, it may seem like there is too much selling, but I think it's because Tokyo Metro did not exceed 2000 at its opening price, and individual stocks were sold before Tokyo Metro's listing date (fundraising), which is also due to the small number of participants.
In a market with completely no sense of direction (some stocks are rising unreasonably), it is a fact that there are many observers.
Even within the group, there are many people who are waiting to see from the end of the year to the beginning of next year, avoiding the period of downward revisions rush.
While there may be more people participating as opportunities arise from significant declines, concerns about SQ and the current situation do not make it seem like a buying opportunity...
From looking at the candlestick chart, it doesn't seem like it's oversold. Rather, it seems like the toro covering of the sellers is helping maintain the market (there is no new buying entering).
There are various expressions like being cautious before the election, but as a buyer, there doesn't seem to be a moment where it looks oversold from the buying perspective, right?
If you enter the buy position recklessly, it can drop suddenly and take everything. It's not a market or price range where there's a sense of safety in buying.
From the seller's perspective, it may seem like there is too much selling, but I think it's because Tokyo Metro did not exceed 2000 at its opening price, and individual stocks were sold before Tokyo Metro's listing date (fundraising), which is also due to the small number of participants.
In a market with completely no sense of direction (some stocks are rising unreasonably), it is a fact that there are many observers.
Even within the group, there are many people who are waiting to see from the end of the year to the beginning of next year, avoiding the period of downward revisions rush.
While there may be more people participating as opportunities arise from significant declines, concerns about SQ and the current situation do not make it seem like a buying opportunity...
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12
$Nikkei 225 (.N225.JP)$
Yen depreciation and stock market decline. Unnatural movements. Bad feeling.
I have disposed of everything except long-term positions from yesterday to today. I wonder what will happen next?
Please take care, everyone.
Yen depreciation and stock market decline. Unnatural movements. Bad feeling.
I have disposed of everything except long-term positions from yesterday to today. I wonder what will happen next?
Please take care, everyone.
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6
マネーキネコ
liked
$Nikkei 225 (.N225.JP)$ It seems that Japan is not a buy, probably foreign investors are selling off.
Will it become the worst scenario of currency depreciation, bond insecurity, and stock market decline?
Even if selling continues like this, will it stop around 36,000? Will panic selling accelerate and lead to that situation again?
After the panic selling, it would be good if buying comes in like last time.
Depending on the election results, should we also be prepared for a similar situation as back then?
Having a cash position might be the safest option.
Will it become the worst scenario of currency depreciation, bond insecurity, and stock market decline?
Even if selling continues like this, will it stop around 36,000? Will panic selling accelerate and lead to that situation again?
After the panic selling, it would be good if buying comes in like last time.
Depending on the election results, should we also be prepared for a similar situation as back then?
Having a cash position might be the safest option.
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9
$Nikkei 225 (.N225.JP)$
Since there is a large amount of margin buying, foreign investors may be cautiously observing the continuing sales of margin buying until the elections without deliberately initiating selling.
Unfortunately, it seems like the bearish trend will continue for a while.
Since there is a large amount of margin buying, foreign investors may be cautiously observing the continuing sales of margin buying until the elections without deliberately initiating selling.
Unfortunately, it seems like the bearish trend will continue for a while.
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7
マネーキネコ
liked
$Nikkei 225 (.N225.JP)$
Yukio Edano, the leader of the National Democratic Party, says there is absolutely no chance of joining the government after the election: Nihon Keizai Shimbun
If the National Democratic Party were to take power, there would be hope for a rise in stock prices. However, with the economically inexperienced and tax-raising government of the ruling coalition, it is too worrisome whether stock prices will rise. In addition, if they cannot form a coalition, it will likely become a burden on stock prices due to political confusion for a while.
Well, let's hope for the post-election settlement anyway.
Yukio Edano, the leader of the National Democratic Party, says there is absolutely no chance of joining the government after the election: Nihon Keizai Shimbun
If the National Democratic Party were to take power, there would be hope for a rise in stock prices. However, with the economically inexperienced and tax-raising government of the ruling coalition, it is too worrisome whether stock prices will rise. In addition, if they cannot form a coalition, it will likely become a burden on stock prices due to political confusion for a while.
Well, let's hope for the post-election settlement anyway.
Translated
6
マネーキネコ
liked
Today, the theme is on US interest rates, VIX, and MOVE.
Last night, the US 10-year bond yield reached 4.2%, providing a tailwind for a weaker yen in the Japanese stock market. However, with the US yield spread reaching levels that could potentially turn positive, stocks declined. Bond prices also fell, causing the fear index for bonds, MOVE, to hit 129 and set a new recent high. Despite the stock market decline, VIX also dropped. The pattern where the stock market becomes more optimistic while the bond market remains cautious often leads to a sudden surge in VIX later.
With bond prices falling, the fear index for bonds, MOVE, reached 129 and updated recent highs. Amidst the market decline, VIX experienced a drop. The scenario of the stock market growing more optimistic while the bond market becomes more cautious usually results in a sharp surge in VIX shortly after.
After the US and Japan elections, there is also a sufficient potential for a sharp rise in the VIX, so positions need to be handled cautiously.
Last night, the US 10-year bond yield reached 4.2%, providing a tailwind for a weaker yen in the Japanese stock market. However, with the US yield spread reaching levels that could potentially turn positive, stocks declined. Bond prices also fell, causing the fear index for bonds, MOVE, to hit 129 and set a new recent high. Despite the stock market decline, VIX also dropped. The pattern where the stock market becomes more optimistic while the bond market remains cautious often leads to a sudden surge in VIX later.
With bond prices falling, the fear index for bonds, MOVE, reached 129 and updated recent highs. Amidst the market decline, VIX experienced a drop. The scenario of the stock market growing more optimistic while the bond market becomes more cautious usually results in a sharp surge in VIX shortly after.
After the US and Japan elections, there is also a sufficient potential for a sharp rise in the VIX, so positions need to be handled cautiously.
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