$Direxion Daily 20+ Year Treasury Bull 3X Shares ETF (TMF.US)$
TLTが月足で逆三尊に見えるのは俺にバイアス掛かってるのかね。105ドル抜けてくれよ。

$Direxion Daily 20+ Year Treasury Bull 3X Shares ETF (TMF.US)$
月末からの金利上昇はファンダメンタルズではなく大統領選とか農林系の売りの影響なのか。バイデンさん劣勢の中で利下げはやりにくいよね。農林系が本当に売っているとしたら、水準的に4.5%は下限な気もするけど。
TMFは2回投げさせられてノーポジ。TLTと比べると減価度合いがよくわかります。

$Direxion Daily 20+ Year Treasury Bull 3X Shares ETF (TMF.US)$
ISMの2ヶ月連続低下
騙され続けているが、いよいよか。雇用統計待つべきか。

$Direxion Daily 20+ Year Treasury Bull 3X Shares ETF (TMF.US)$
ISM has been declining for 3 consecutive months, and I hope that if it becomes around 47.46 in July, the CPI will move to around 2.5%!
The CPI hit rock bottom in 2023 in July, so I'm looking forward to it.

$Microsoft (MSFT.US)$ A financial results briefing for the 3rd quarter of fiscal year 2024 is scheduled to be held at 6:30 a.m. on 2024/4/26 (Friday) Japan time. This briefing sessionSubtitle translation formatIt will be distributed by If you would like to watch it,“reservation”Click on the button.
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It is representative of the AI boom $NVIDIA (NVDA.US)$fell by as much as 10% on 4/19Also, there is turmoil in the market. This timeTriggers that led to stock price declinesCheck it out,Consider the real factors of decline based on the market environmentI tried. Also check future points of interestI want to keep it.
Decline triggers
NVIDIA shares fell 10% in 1 dayWhat I did wasNVIDIA itself did not reveal bad material. Of the declinetriggersmanufactures servers equipped with NVIDIA AI semiconductors $Super Micro Computer (SMCI.US)$SMCI shares fell 23% after not announcing provisional earnings valuesThat's what I did. Since SMCI manufactures and sells servers equipped with NVIDIA AI semiconductors, the company's performance trends have been recognized as a barometer for measuring sales and demand trends for NVIDIA products.
For example,SMCI on 1/19 this yearAbout the 2023-10-12 termStrong preliminary results announcedWhen you do it,Against AI servers and NVIDIA AI semiconductors...

$NVIDIA (NVDA.US)$
The decline is steep, so it looks like they'll make a mountain at Gafam at the end of the month and at the beginning of the month. If the low price were to be devalued from there, I'd like to buy more little by little. If it's at the top, leave it alone.
If it falls below 650, PER 40 is expected to break, so everyone wants to buy it.
As far as I can see TSMC's financial results, no matter how I think about it, I have a feeling that NVIDIA's financial results are above.

$Direxion Daily 20+ Year Treasury Bull 3X Shares ETF (TMF.US)$ With such strong data on the economy, it's a risk to go against it. If you look around, there are various investment opportunities, so it may be better to switch early when the outlook is off. The role of long-term bonds as stock hedging is also doubtful, so if a crash is expected, I feel that it is good to take a simple yield and wait and see with short-term bonds.

$Direxion Daily 20+ Year Treasury Bull 3X Shares ETF (TMF.US)$ Isn't the current state of affairs very good about this product from before? It is written as I think everyone has a different way of thinking about investment, so of course I don't want to deny it. Why would you buy this product in the current environment? I think the moment buyers gather is probably the timing where everyone expects “rapid interest rate cuts will be necessary,” but the current situation is the exact opposite, isn't it? If the way of thinking is that interest rate cuts are close, I understand that buyers flock to gold and emerging countries, but this product, which originally leverages bonds that have relatively little price movement and are often bought with a hedging mindset, is extremely difficult, and I think it is extremely dangerous if the assumptions are blurred. I used to be a holder of this product, so I wonder if there was a drastic cut in interest rates last year? I was buying it because I thought about it, but when I looked at the indicators, it became suspicious, so I sold everything as of the end of the year. Aren't interest rate cuts coming now in the future? Considering that expectation and global political instability, gold mining stocks are more possible if you take risks...

$Direxion Daily 20+ Year Treasury Bull 3X Shares ETF (TMF.US)$ Interest rate cuts disappeared in June. July is right after the Republican Convention, so if you can't do that, considering the presidential election, there is nothing that interest rates will be cut by the end of the year.