Hiro1989
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Released on October 4, 2024 in the USAUnemployment rateis4.1%It shocked the market.
Because it made us realize that the American economy is doing better than expected.
The one thing I want to keep in mind is Unemployment rateWhen financial estimates are rising and entering a recession, there have been instances where prices have risen, fallen again, and then sharply dropped multiple times.
That is the key point.
Soft landing.When heading towardsEntering an economic downturnWhen heading towards, it's true that it's difficult to distinguish them as two peas in a pod.
It's easy to say that we should learn from the past, but we are already lacking composure due to news and social media.BiasWe are already lacking composure due to being influenced by bias.
Human beings have many interpretations.InterpretationsTherefore, even if a single piece of data is presented, how it is interpreted varies from person to person.
It would be good to make the correct judgment, but people are creatures of preconception.Creatures of preconceptionPeople are creatures of preconception.PreconceptionIf you can't do itDetermineI can't do it.
DetermineIf you can't make a decision, you can't decide whether to invest or not.
If you consider all possibilitiesindecisivebecomes a person who can't do anything next to it.
The important thing in investing isHumans make mistakes. This is important.
Because humansMisconceptionis a living being.
One of the burdens on the US economy is...
Because it made us realize that the American economy is doing better than expected.
The one thing I want to keep in mind is Unemployment rateWhen financial estimates are rising and entering a recession, there have been instances where prices have risen, fallen again, and then sharply dropped multiple times.
That is the key point.
Soft landing.When heading towardsEntering an economic downturnWhen heading towards, it's true that it's difficult to distinguish them as two peas in a pod.
It's easy to say that we should learn from the past, but we are already lacking composure due to news and social media.BiasWe are already lacking composure due to being influenced by bias.
Human beings have many interpretations.InterpretationsTherefore, even if a single piece of data is presented, how it is interpreted varies from person to person.
It would be good to make the correct judgment, but people are creatures of preconception.Creatures of preconceptionPeople are creatures of preconception.PreconceptionIf you can't do itDetermineI can't do it.
DetermineIf you can't make a decision, you can't decide whether to invest or not.
If you consider all possibilitiesindecisivebecomes a person who can't do anything next to it.
The important thing in investing isHumans make mistakes. This is important.
Because humansMisconceptionis a living being.
One of the burdens on the US economy is...
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Hiro1989
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$Tesla (TSLA.US)$
Is it a usual thing for tesla to drop the stock price with financial results and announcements like this? I wish they would stop it already 😂
Is it a usual thing for tesla to drop the stock price with financial results and announcements like this? I wish they would stop it already 😂
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Hiro1989
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What should I do with 5588 Fast Accounting for Japanese small-cap stocks? it's cheap due to the current market crash, isn't it? I've been worried about it for a while.
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Hiro1989
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$Crude Oil Futures(DEC4) (CLmain.US)$Has the retaliation by Israel begun?
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Hiro1989
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Crude oil futures saw a slight decline after last week's significant increase, with profit-taking sell-offs.
October 7, 2024, 10:14 AM GMT+9.
Crude oil futures prices fell slightly on the 7th, against the tense backdrop of the Middle East situation. Last week, it recorded a significant increase for the first time in over a year on a weekly basis.
As of 0015 GMT (9:15 AM Japan time), North Sea Brent futures were down 0.43 dollars (0.5%) to 77.62 dollars per barrel. US WTI futures were down 0.35 dollars (0.5%) at 74.03 dollars.
Last week, North Sea Brent rose more than 8% on a weekly basis, marking a significant increase since January 2023. WTI rose by 9.1% last week, experiencing a substantial rise since March 2023.
A market participant pointed out that profit-taking selling emerged following last week's sharp rise.
On the early morning of the 6th, the Israeli military launched airstrikes on mosques and schools where refugees gathered in the Gaza Strip of the Palestinian Authority, resulting in at least 26 deaths and 93 injuries.
Crude oil futures declined as President Biden's statement urging Israel to exercise restraint in retaliation.
October 7, 2024 10:11 JST
Market watches Israel's response to Iran's missile attack.
The petroleum single option market experiences turbulence, but leans towards call buying...
October 7, 2024, 10:14 AM GMT+9.
Crude oil futures prices fell slightly on the 7th, against the tense backdrop of the Middle East situation. Last week, it recorded a significant increase for the first time in over a year on a weekly basis.
As of 0015 GMT (9:15 AM Japan time), North Sea Brent futures were down 0.43 dollars (0.5%) to 77.62 dollars per barrel. US WTI futures were down 0.35 dollars (0.5%) at 74.03 dollars.
Last week, North Sea Brent rose more than 8% on a weekly basis, marking a significant increase since January 2023. WTI rose by 9.1% last week, experiencing a substantial rise since March 2023.
A market participant pointed out that profit-taking selling emerged following last week's sharp rise.
On the early morning of the 6th, the Israeli military launched airstrikes on mosques and schools where refugees gathered in the Gaza Strip of the Palestinian Authority, resulting in at least 26 deaths and 93 injuries.
Crude oil futures declined as President Biden's statement urging Israel to exercise restraint in retaliation.
October 7, 2024 10:11 JST
Market watches Israel's response to Iran's missile attack.
The petroleum single option market experiences turbulence, but leans towards call buying...
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Hiro1989
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$Hitachi (6501.JP)$
I don't know at all whether it's better to run away once or to see the situation. 😣
I don't know at all whether it's better to run away once or to see the situation. 😣
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Hiro1989
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Announced on October 1, 2024 at 23:00.JOLTS job openingsAs a result, compared to the previous month's 7.711 million people.8.04 million people.It was.
This is.stock market declineThis is the factor.
The current market price is lowering interest rates I expect , so if employment is strong, lowering interest rates there will be no reason to .
lowering interest rates Without indicators, stocks are less likely to be bought.stock market declineIt swings to the negative side.
The deterioration of the Middle East situation, the resurgence of wage strikes in the usa, the high stickiness of service inflation, restrain the upside of stock prices.
Unemployment rateMany households are struggling with life hardships even though wages are low and prices are too high.
Unemployment rateIn order to prevent the risk of rekindling inflation because wages have dropped too much, it is necessary to maintain a certain level of prices.Unemployment rateThere is a need to monitor the indicators to ensure stable changes.
As I mentioned in a previous post,Unemployment rateit falls into the category of extremely slow response among economic indicators.
The previous month'slowering interest rates effects will be seen in the real economy after about six months.
Stock prices have leading indicators, lowering interest rates investors predict to what extent the economy will improve and make purchases based on it.
The leading nature of the stock price affects the real economy.
The economy improves as stocks are bought.
ThisDistortionIf there are many distortions, it will lead to a bubble and a major crash.
The reason why stock prices are hard to predict is thisdistortion...
This is.stock market declineThis is the factor.
The current market price is lowering interest rates I expect , so if employment is strong, lowering interest rates there will be no reason to .
lowering interest rates Without indicators, stocks are less likely to be bought.stock market declineIt swings to the negative side.
The deterioration of the Middle East situation, the resurgence of wage strikes in the usa, the high stickiness of service inflation, restrain the upside of stock prices.
Unemployment rateMany households are struggling with life hardships even though wages are low and prices are too high.
Unemployment rateIn order to prevent the risk of rekindling inflation because wages have dropped too much, it is necessary to maintain a certain level of prices.Unemployment rateThere is a need to monitor the indicators to ensure stable changes.
As I mentioned in a previous post,Unemployment rateit falls into the category of extremely slow response among economic indicators.
The previous month'slowering interest rates effects will be seen in the real economy after about six months.
Stock prices have leading indicators, lowering interest rates investors predict to what extent the economy will improve and make purchases based on it.
The leading nature of the stock price affects the real economy.
The economy improves as stocks are bought.
ThisDistortionIf there are many distortions, it will lead to a bubble and a major crash.
The reason why stock prices are hard to predict is thisdistortion...
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Hiro1989
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Activist who caught a falling knife increases positions in Japanese stocks amid market turmoil.
Updated on August 19, 2024 13:47 JST (excerpt).
Moves to buy more in Sanken Electricity, Yellow Hat, Yorozu, etc.
Activists are contrarian value investors - Mizuho Securities' Kikuchi.
In the market crash situation where the Japanese stocks recorded the largest decline rate since the Black Monday in 1987, activist investors known for speaking up as shareholders were revealed to have been expanding their holdings in the disclosed amended reports submitted by each company.
Bloomberg aggregated the amended reports submitted to the Kanto Local Finance Bureau by former Murakami Fund-affiliated entities and Strategic Capital, revealing that activists collectively bought approximately 2.8 million shares on the day of the Japanese stock market crash. This is the largest acquisition scale in at least the past 60 days, with increased purchases in companies such as Sunken Electric, Yellow Hat in car accessories retail, and Yorozu in auto parts.
Updated on August 19, 2024 13:47 JST (excerpt).
Moves to buy more in Sanken Electricity, Yellow Hat, Yorozu, etc.
Activists are contrarian value investors - Mizuho Securities' Kikuchi.
In the market crash situation where the Japanese stocks recorded the largest decline rate since the Black Monday in 1987, activist investors known for speaking up as shareholders were revealed to have been expanding their holdings in the disclosed amended reports submitted by each company.
Bloomberg aggregated the amended reports submitted to the Kanto Local Finance Bureau by former Murakami Fund-affiliated entities and Strategic Capital, revealing that activists collectively bought approximately 2.8 million shares on the day of the Japanese stock market crash. This is the largest acquisition scale in at least the past 60 days, with increased purchases in companies such as Sunken Electric, Yellow Hat in car accessories retail, and Yorozu in auto parts.
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Hiro1989
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$Royal Gold (RGLD.US)$
金曜日に史上最高値を更新しました。利下げとともにさらに高値更新が期待できるので、このタイミングで紹介したいと思います。
バフェット神は、「何も生み出さない」という理由でゴールドへの投資をしていないらしいですが、RGLDは配当を生み出します。配当を支払うゴールド関連銘柄なのです。
RGLDが何の会社かというと、金鉱山のロイヤリティを管理する会社です。金鉱株ETFである $VanEck Gold Miners Equity ETF (GDX.US)$ にも組み込まれています。
先ほども言ったようにRGLDは配当の支払いがありますが、なんと20年以上にわたって増配を続けています。現在配当利回りは1%くらいなので全く高配当ではありませんが、増配によって利回りが上がっていくことが期待できます。
また、金価格にある程度相関はするものの、右肩上がりの $Gold Futures(DEC4) (GCmain.US)$ と比べてRGLDはかなり上下する銘柄なので、高値で買ってはいけない銘柄です。逆にいうと押し目買...
金曜日に史上最高値を更新しました。利下げとともにさらに高値更新が期待できるので、このタイミングで紹介したいと思います。
バフェット神は、「何も生み出さない」という理由でゴールドへの投資をしていないらしいですが、RGLDは配当を生み出します。配当を支払うゴールド関連銘柄なのです。
RGLDが何の会社かというと、金鉱山のロイヤリティを管理する会社です。金鉱株ETFである $VanEck Gold Miners Equity ETF (GDX.US)$ にも組み込まれています。
先ほども言ったようにRGLDは配当の支払いがありますが、なんと20年以上にわたって増配を続けています。現在配当利回りは1%くらいなので全く高配当ではありませんが、増配によって利回りが上がっていくことが期待できます。
また、金価格にある程度相関はするものの、右肩上がりの $Gold Futures(DEC4) (GCmain.US)$ と比べてRGLDはかなり上下する銘柄なので、高値で買ってはいけない銘柄です。逆にいうと押し目買...
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