james_007
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Happy New Year.
We believe that surplus funds are funds that can be temporarily halved and left for long-term recovery. Even looking at the past performance of the SP500, a drop of around 50% is considered normal. Surplus funds are funds that can accept this risk.
On the other hand, it is dangerous to invest funds that are directly related to one's life or funds needed in the near future. Investing such funds would cause a significant amount of stress even with a slight drop.
We believe that surplus funds are funds that can be temporarily halved and left for long-term recovery. Even looking at the past performance of the SP500, a drop of around 50% is considered normal. Surplus funds are funds that can accept this risk.
On the other hand, it is dangerous to invest funds that are directly related to one's life or funds needed in the near future. Investing such funds would cause a significant amount of stress even with a slight drop.
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james_007
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The future market trends are unpredictable. Even if you wait for the stock price to drop in 1-2 years, the price at that time may be higher than it is now. For example, you may realize afterwards that today's price was optimal.
However, no one can know the certain future. Therefore, hesitating to invest all assets at once is understandable. Looking at past trends, the market has been rising in the long term. In other words, today is likely the youngest and cheapest day to invest.
However, no one can know the certain future. Therefore, hesitating to invest all assets at once is understandable. Looking at past trends, the market has been rising in the long term. In other words, today is likely the youngest and cheapest day to invest.
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$USD/JPY (USDJPY.FX)$ Yen, please become cheaper.
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Today, on the 6th, the focus will be on the dollar-yen.
Unfortunately, the downward walk between -2σ and -3σ is not stopping.
The US ISM Non-Manufacturing came in well below Financial Estimates, leading to a rise in US stocks from expectations of interest rate cuts; as a result, Futures rose to 39,190 in the morning, but eventually were pushed back to the 39,000 battle.
Although it seems to be holding on well given the pace of the yen's appreciation, it has not been able to break through the 25MA. If the US stock market's rise stops, it could rebound sharply, so it might be better to stay cautious.
Unfortunately, the downward walk between -2σ and -3σ is not stopping.
The US ISM Non-Manufacturing came in well below Financial Estimates, leading to a rise in US stocks from expectations of interest rate cuts; as a result, Futures rose to 39,190 in the morning, but eventually were pushed back to the 39,000 battle.
Although it seems to be holding on well given the pace of the yen's appreciation, it has not been able to break through the 25MA. If the US stock market's rise stops, it could rebound sharply, so it might be better to stay cautious.
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$USD/JPY (USDJPY.FX)$ Oh my God
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The yen has risen against the dollar, briefly reaching 152.55 yen - the dollar has fallen against almost all major currencies.February 5, 2025, 21:34 JST.
Due to the postponement of tariff implementation, traders are readjusting - expectations for interest rate cuts are increasing.
There is a growing perception that tariffs are a negotiation tactic to extract conditions.
As the market continues to factor in the risk of a full-blown trade war, the dollar fell against almost all major currencies on the 5th.
The Bloomberg Dollar Spot Index fell by 0.3%, hitting its lowest level in a week. The dollar has been retreating from the two-year high recorded on the 3rd.
In response to President Trump's postponement of additional tariffs on Mexico and Canada, traders are readjusting their outlook on the dollar, which is the world's reserve currency. As attention shifts back to the market's fundamentals, the JOLTS report released on the 4th showed weakness, raising expectations for an interest rate cut.
Jordan Rochester, the head of Mizuho EMEA's FICC Global Strategy responsible for covering the Europe, Middle East, and Africa Region, indicated that the tariff hedge against short-term movements has been removed, leading to a broader decline in the USA dollar...
Due to the postponement of tariff implementation, traders are readjusting - expectations for interest rate cuts are increasing.
There is a growing perception that tariffs are a negotiation tactic to extract conditions.
As the market continues to factor in the risk of a full-blown trade war, the dollar fell against almost all major currencies on the 5th.
The Bloomberg Dollar Spot Index fell by 0.3%, hitting its lowest level in a week. The dollar has been retreating from the two-year high recorded on the 3rd.
In response to President Trump's postponement of additional tariffs on Mexico and Canada, traders are readjusting their outlook on the dollar, which is the world's reserve currency. As attention shifts back to the market's fundamentals, the JOLTS report released on the 4th showed weakness, raising expectations for an interest rate cut.
Jordan Rochester, the head of Mizuho EMEA's FICC Global Strategy responsible for covering the Europe, Middle East, and Africa Region, indicated that the tariff hedge against short-term movements has been removed, leading to a broader decline in the USA dollar...
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james_007
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Approaching those who entered from an early sell.
When it returns to around 156 yen, I was planning to sell it off again, but reminding myself not to be greedy.
$USD/JPY (USDJPY.FX)$
When it returns to around 156 yen, I was planning to sell it off again, but reminding myself not to be greedy.
$USD/JPY (USDJPY.FX)$
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