duangdhuang
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Columns インデックス投資を否定するとPVや再生数が増える時期なんだな
ご無沙汰ぶりのコラム更新です。
自分の投資スタイルはほぼ確立できたし、淡々とやってけばいいだけになりました。
多くの人が「実際に暴落が来たら資産が減ることに耐えられない」と言うんですけど、別にそんな気になることもないと思います。
使う時に必要な額を持ってりゃいいんだから。
資産形成期はむしろ株価が下がっててくれたほうがいい。
「頭でそう分かってても焦っちゃうもんだよ」なんて言われるけど、そんなこたないと思うんで「早く暴落を経験したいな〜」くらいに思ってます。
ところで最近「オルカンだけに投資するのは良くない」とか「インデックス投資やってる奴は分かってない」みたいなコンテンツが目に付くようになってきました。
興味もないし、内容もどうせ薄っぺらいに決まってるんで見ないんですけど、まぁPVや再生数は取れるんでしょうね。
心の底から「クソが」と思ってます。
私のような「できる範囲でインデックス投資をコツコツ続けて、何年かに一回リバランスする」ことだけをやってくことに不安がないタイプの人間はそういうPV再生数稼ぎ目的のクソコンテンツに対...
自分の投資スタイルはほぼ確立できたし、淡々とやってけばいいだけになりました。
多くの人が「実際に暴落が来たら資産が減ることに耐えられない」と言うんですけど、別にそんな気になることもないと思います。
使う時に必要な額を持ってりゃいいんだから。
資産形成期はむしろ株価が下がっててくれたほうがいい。
「頭でそう分かってても焦っちゃうもんだよ」なんて言われるけど、そんなこたないと思うんで「早く暴落を経験したいな〜」くらいに思ってます。
ところで最近「オルカンだけに投資するのは良くない」とか「インデックス投資やってる奴は分かってない」みたいなコンテンツが目に付くようになってきました。
興味もないし、内容もどうせ薄っぺらいに決まってるんで見ないんですけど、まぁPVや再生数は取れるんでしょうね。
心の底から「クソが」と思ってます。
私のような「できる範囲でインデックス投資をコツコツ続けて、何年かに一回リバランスする」ことだけをやってくことに不安がないタイプの人間はそういうPV再生数稼ぎ目的のクソコンテンツに対...
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duangdhuang
reacted to
From the beginning of the yearSemiconductor stocks that were doing wellOn April 4Major adjustmentsI did it. The adjustments this time areThere has been no change in fundamentals surrounding the semiconductor industry,principallyIt is largely due to external factorsIt's conceivable.The recovery in semiconductor market conditions and the benefits of the generative AI boom are expected to continueBecause,When making adjustments, it's an opportunity to buy spectacularlyLet's be This timeList up candidate stocks to buyI did it.
Of the major US stock indicesYear-to-date gain/fall rateIf you check (same as below until 4/4),The S&P 500 Index rose 8%Whereas I didThe Nasdaq 100 Index rose 6%I did it. At first glance, tech stocks seem to pale in comparison to the market as a whole. Meanwhile, the Philadelphia Semiconductor Stock Price Index, which consists of semiconductor stocks, which are one corner of tech stocks (SOX index) rose 14%I did it.What is the SOX index due to the AI boomIt rose by 65% in 2023,Stay strong in 2024It looks like it did.
On 4/4, the SOX index fell 3.0%. The S&P 500 Index and the Nasdaq 100 Index fell 1.2% and 1.6%, respectively.
4/4'sThe whereabouts...
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duangdhuang
reacted to
The S&P 500 “rose over 10% in 1Q” has stalled 12 times in the past 75 years, and has only stalled once. JP Morgan predicts that “steady progress will continue”
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duangdhuang
reacted to
◇The US stock market in Q2 is likely to continue its upward trend◇
In response to PCE statistics as predicted by the market, Fed Chairman Powell emphasized the start of interest rate cuts by the end of the year, but he explained again that there is no need to hurry. Institutional investors such as City still showed interest rate cut scenarios starting in June, but uncertainty about interest rate cuts in June is definitely rising. However, the US stock market forecast for Q2 remains the same as set at the beginning of the year, and it is generally expected that the upward trend will continue, and above allUntil interest rate cuts are implemented, purchases of tech stocks such as AI semiconductors will continue to be the main strategy due to “FOMO (Fear of Missing Out)”I see. This week's market prices are still being developed to search for new clues to interest rate forecasts that have increased uncertainty. Employment statistics are being announced this week, and it is expected that the market will want to determine these.In addition to the number of private sector jobs on the 2nd, non-farm payrolls on the 5th, and the unemployment rate are highIt's likely to happen.
◇ NVDA, SMCI, etc. in the “Stargate” development plan...
In response to PCE statistics as predicted by the market, Fed Chairman Powell emphasized the start of interest rate cuts by the end of the year, but he explained again that there is no need to hurry. Institutional investors such as City still showed interest rate cut scenarios starting in June, but uncertainty about interest rate cuts in June is definitely rising. However, the US stock market forecast for Q2 remains the same as set at the beginning of the year, and it is generally expected that the upward trend will continue, and above allUntil interest rate cuts are implemented, purchases of tech stocks such as AI semiconductors will continue to be the main strategy due to “FOMO (Fear of Missing Out)”I see. This week's market prices are still being developed to search for new clues to interest rate forecasts that have increased uncertainty. Employment statistics are being announced this week, and it is expected that the market will want to determine these.In addition to the number of private sector jobs on the 2nd, non-farm payrolls on the 5th, and the unemployment rate are highIt's likely to happen.
◇ NVDA, SMCI, etc. in the “Stargate” development plan...
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duangdhuang
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$Intel(INTC.US$ Intel news
It said it will be an important enabler for achieving cost reduction targets of $8 billion to over $10 billion after 2025. In this new operating model, Intel's internal product group will transition to a foundry style relationship with the company's manufacturing group. As a result, company executives say they anticipate a broad level of efficiency improvement reflected in increased profitability as Intel pursues its long-term goal of achieving a 60% non-GAAP gross profit margin. Intel Provides Update on Internal Foundry Model
It said it will be an important enabler for achieving cost reduction targets of $8 billion to over $10 billion after 2025. In this new operating model, Intel's internal product group will transition to a foundry style relationship with the company's manufacturing group. As a result, company executives say they anticipate a broad level of efficiency improvement reflected in increased profitability as Intel pursues its long-term goal of achieving a 60% non-GAAP gross profit margin. Intel Provides Update on Internal Foundry Model
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duangdhuang
reacted to
Microsoft, a major US tech company, announced on Monday that it will split sales of the chat/video application “Teams” from the company's office software “Office” on a global scale. This move is in response to surveillance under the Antimonopoly Act so far by the European Union (EU) and other regulators, and it also has the purpose of avoiding the possibility of fines under the Antimonopoly Act.
Teams was added to the Office 365 suite for free in 2017, and quickly became a popular communication and collaboration tool among business users. However, competitors such as Slack and other apps under the Salesforce umbrella argue that Microsoft's bundling Teams with Office is unfair competition, and are fighting back.
Regulators such as the EU have been investigating Microsoft about this act since 2020, when Slack filed a complaint with the European Commission. Microsoft's spin-off move is seen as a compromise against pressure from regulators, and also an attempt to avoid severe penalties that may be faced in the future.
microcomputer...
Teams was added to the Office 365 suite for free in 2017, and quickly became a popular communication and collaboration tool among business users. However, competitors such as Slack and other apps under the Salesforce umbrella argue that Microsoft's bundling Teams with Office is unfair competition, and are fighting back.
Regulators such as the EU have been investigating Microsoft about this act since 2020, when Slack filed a complaint with the European Commission. Microsoft's spin-off move is seen as a compromise against pressure from regulators, and also an attempt to avoid severe penalties that may be faced in the future.
microcomputer...
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duangdhuang
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The Japanese government announced on Tuesday that it has approved a subsidy of up to 590 billion yen (3.9 billion dollars) for chipmaker Rapidus (Rapidus).
The Japanese government approved most of the aid Japan's Ministry of Economy, Trade and Industry was seeking for 19-month-old start-ups. Prior to this, Lapidas had already received several billion dollars from the Japanese government in order to mass-produce chips in Hokkaido by 2027.
Japan's Minister of Economy Saito Ken confirmed the amount of this subsidy at a regular press conference on Tuesday.
This amount is part of the approximately 4 trillion yen that Japan has allocated over the past 3 years to restore its former chip manufacturing capacity. Prime Minister Fumio Kishida plans to provide financial support of 10 trillion yen to chip manufacturers and the private sector, and already $Taiwan Semiconductor(TSM.US$ Kumamoto Plant 1 of $Micron Technology(MU.US$ Billions of dollars have been invested in the Hiroshima Plant Expansion Project. Tip D...
The Japanese government approved most of the aid Japan's Ministry of Economy, Trade and Industry was seeking for 19-month-old start-ups. Prior to this, Lapidas had already received several billion dollars from the Japanese government in order to mass-produce chips in Hokkaido by 2027.
Japan's Minister of Economy Saito Ken confirmed the amount of this subsidy at a regular press conference on Tuesday.
This amount is part of the approximately 4 trillion yen that Japan has allocated over the past 3 years to restore its former chip manufacturing capacity. Prime Minister Fumio Kishida plans to provide financial support of 10 trillion yen to chip manufacturers and the private sector, and already $Taiwan Semiconductor(TSM.US$ Kumamoto Plant 1 of $Micron Technology(MU.US$ Billions of dollars have been invested in the Hiroshima Plant Expansion Project. Tip D...
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