ひろ0723 OP tm_speedstyle371 : Yes ^_^ I think even if they overlap with different backgrounds, it will not affect the US stocks. However, I wonder if the Japanese stocks will drop due to concerns about tariffs, even if not as much as last time, just because of the yen's strength. Since I only buy US stocks, I would like to buy them at a higher yen rate within the year ^_^

ひろ0723 : Even though it wouldn't be strange for the PMI indicators on Friday to rise more, there seems to be no particular reaction to Thursday's ICBM, increased continuing claims, and negative economic conditions. It seems that for the rest of the year, the interest rate cut decision will not significantly affect the indicators, and the movement in the NAS market is likely driven only by expectations and uncertainties towards Trump next year, rather than concerns about semiconductor export regulations. I have a feeling that Trump's expectations slightly outweigh the uncertainty, leading to slight increases instead of major surges. It's okay As we enter the new year, prices are expected to rise regardless of any underlying reasons ^_^

ひろ0723 tm_speedstyle371 OP : I believe that even in a future downturn in the economy, high-tech and big tech, especially NAS, will be different. While next year may possibly be an overall positive year, I still think NAS will remain the focus, hence currently considering my new year global strategy ^_^

ひろ0723 tm_speedstyle371 OP : The nasdaq, which is expected to grow, tends to fall when real interest rates become negative, so it is actually more advantageous for interest rates to be high from the current inflation rate. Eventually, the rate cuts will end, so I actually welcome it. Out of 100, there are nearly 45 stocks with a PER of less than 30, including negative ones. It is expected that when stocks with overly high PER fall and release some pressure, a solid rise can also be expected. Well, I hope it continues to rise this week and returns before the election. Good night ^_^ m(__)m

ひろ0723 J_M_RIN : That's right.The market is not focused on year-end indicators. The sentiment is such that everything will be resolved at the beginning of the year ^_^ See you again.

ひろ0723 : On Thursday, despite the significant negative business sentiment indicators such as the continued increase in unemployment insurance claims, the interest rates did not fall as expected, and on Friday, even with the good economic index, they did not rise as anticipated. It's quite strange. Indeed, the market seems to be taking a wait-and-see approach on both long-term bonds and stocks until after Trump's policies are implemented. It felt more like sideways movement for bonds and a slight increase in stocks with hopeful anticipation. The fact that the yield spread exceeds zero and stocks are considered overpriced suggests that after the inauguration, interest rates may rise significantly due to policy changes, causing stocks to stagnate and money flow into long-term bonds. For the next six months, there will be anticipation in both directions. We'll take both paths ^_^

ひろ0723 投資家 t9m OP : There was an investor, so I also posted on the bulletin board of TLT. ^_^ It doesn't make sense to turn around right away, but my strategy is to trade in TMV until the turnaround and then switch to edv ^_^ If interest rates rise in the medium term and you don't cut losses, there seems to be no offset method in the future other than putting an equal amount of TMF and one-third of TLT into TMV. ^_^ Whichever way it leans, I can switch now, but it's a waiting game until interest rates drop, which may not happen for many years!

ひろ0723 投資家 t9m OP : If you have the motivation to gather, it's okay . ^_^ Just stay focused until the end! If you don't quit, it's 100%, so do your best ^_^

ひろ0723 OP : I often see people who lump short-term bonds and long-term bonds together, but it's scary

ひろ0723 OP : When time passes, it's good to exclude ETFs. Just like S&P, if the range is too broad, you can't expect high yields, so it's good to just focus on the Trump sector and maybe add a sub-boost . I will also include defense. ^_^

ひろ0723 OP 森 定子 : Is this good to hold it for now? It's good to consider hedging NAS under the Trump administration.