のんびり山沢
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$Nippon Coke & Engineering(3315.JP$ However, reversing the current decline, today's rise is a price movement in stock prices that is easy to understand, like looking at a textbook or something. (^^;)
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のんびり山沢
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$McDonald's(MCD.US$ I want to hold it up a bit over the medium to long term, but I wonder how much it can lower it...![]()
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のんびり山沢
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Thank you all for your hard work.
I'm also working hard in my life; life is important.
Now, in terms of both income and expenses, “what is the average (median) value (median) of everyone's income (expenditure)?” There's a lot of information like that, isn't there?
Yearly income, savings, investment amounts, rent, education expenses, food expenses, etc.
That's really useless.
They said they would at least break it down to “by region,” “by household structure,” and “by age group.”
However, on the information transmission side, if you narrow the scope of readers, the number of people reading it will decrease, so I don't really want to do it, I understand, I understand.
But if you try to post exhaustive information in one article, it takes time and effort, it takes too long, and they leave, I know, I know.
At the end of the day, if you want to gather information whose scope has been narrowed down to the extent that you can refer to it, you need to devise search keywords and interact nicely with generative AI.
When I have the energy and time to work hard, I sometimes analyze survey data from public institutions such as the Ministry of Health, Labor, and Welfare, the Ministry of Internal Affairs and Communications, or the Tokyo Metropolitan Government, but well, it's not easy to get that far.
I can grasp the overall trend, so it's totally useful...
I'm also working hard in my life; life is important.
Now, in terms of both income and expenses, “what is the average (median) value (median) of everyone's income (expenditure)?” There's a lot of information like that, isn't there?
Yearly income, savings, investment amounts, rent, education expenses, food expenses, etc.
That's really useless.
They said they would at least break it down to “by region,” “by household structure,” and “by age group.”
However, on the information transmission side, if you narrow the scope of readers, the number of people reading it will decrease, so I don't really want to do it, I understand, I understand.
But if you try to post exhaustive information in one article, it takes time and effort, it takes too long, and they leave, I know, I know.
At the end of the day, if you want to gather information whose scope has been narrowed down to the extent that you can refer to it, you need to devise search keywords and interact nicely with generative AI.
When I have the energy and time to work hard, I sometimes analyze survey data from public institutions such as the Ministry of Health, Labor, and Welfare, the Ministry of Internal Affairs and Communications, or the Tokyo Metropolitan Government, but well, it's not easy to get that far.
I can grasp the overall trend, so it's totally useful...
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のんびり山沢
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What is the key to deciphering intricately intertwined economic conditions and markets? Up-and-coming guests will dig deep into seasonal themes.
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のんびり山沢
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$Toyota Tsusho(8015.JP$
You have broken through the 203 Highlands
You have broken through the 203 Highlands
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のんびり山沢
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Futures triple cross again today.
I mentioned above that it was over 35,690 yen yesterday night... but unexpectedly, it skyrocketed...
However, it's not easy for me to exceed the SQ value line. If it falls out again at the closing price, it might rise to a sharp rise.
I mentioned above that it was over 35,690 yen yesterday night... but unexpectedly, it skyrocketed...
However, it's not easy for me to exceed the SQ value line. If it falls out again at the closing price, it might rise to a sharp rise.
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のんびり山沢
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The year-on-year growth rate of the national consumer price index (core CPI excluding fresh food) in December fell below the previous month for 2 consecutive months. Continued decline in energy and a slowdown in food growth were factors that drove the downturn.
Consumer prices grew and contracted for 2 consecutive months, low level for the first time in a year and a half - energy decline
So, this is as expected.
However, the steady decline in prices is in line with the Bank of Japan's view that “inflation is temporary due to cost push” and “the power of the earth (laughs) will weaken from the source.”
If so, after that, if wages rise steadily, the period when real wages are in the positive zone will also be faster.
However, at the same time, it will also be an exit period for negative interest rates to be lifted.
I think negative interest rates will probably be lifted... by combining the latest outlook report at the April meeting, and it seems that the market consensus is here and now. If that's the story, I think the current CPI is a sense of security and a solid development with respect to stock prices.
However, for that reason, stock prices haven't risen much, have they?
It can also be said that today's rise was only due to the explosion of semiconductors after TSMC's financial results...
Consumer prices grew and contracted for 2 consecutive months, low level for the first time in a year and a half - energy decline
So, this is as expected.
However, the steady decline in prices is in line with the Bank of Japan's view that “inflation is temporary due to cost push” and “the power of the earth (laughs) will weaken from the source.”
If so, after that, if wages rise steadily, the period when real wages are in the positive zone will also be faster.
However, at the same time, it will also be an exit period for negative interest rates to be lifted.
I think negative interest rates will probably be lifted... by combining the latest outlook report at the April meeting, and it seems that the market consensus is here and now. If that's the story, I think the current CPI is a sense of security and a solid development with respect to stock prices.
However, for that reason, stock prices haven't risen much, have they?
It can also be said that today's rise was only due to the explosion of semiconductors after TSMC's financial results...
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のんびり山沢
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Mr. PAN and Mr. Jinbei will give a live broadcast of the annual Berkshire Hathaway General Shareholders' Meeting led by Warren Buffett, the “god” of the market price! What kind of questions and answers will unfold at the site, which is showing festival-like excitement? Let's all have fun checking it out. This live stream is scheduled to begin at 23:15 on 5/6. Please make a reservation by clicking the button above!
[Commentator]
@PAN-US American stock researcher, part-time investor, investment YouTuber (37,000 people) began investing in US stocks when he was in the US in 2013. Financial assets ranged from 1 million yen to 100 million yen in 10 years, then over 300 million yen in 3 years. After working for a local high-tech company in Silicon Valley for 6 years, I am currently working for a high-tech foreign-owned company. Approaches from both global macro and corporate analysis.
@じんべい YouTube videos and Twitter information specializing in US stocks Tesla and NIO are being distributed. The total number of followers on YouTube and Twitter is 15,000. TOEIC 990 point range/Eiken Level 1/UN Eiken Special A grade I've been living a side fire lifestyle since 2023/4.
[Commentator]
@PAN-US American stock researcher, part-time investor, investment YouTuber (37,000 people) began investing in US stocks when he was in the US in 2013. Financial assets ranged from 1 million yen to 100 million yen in 10 years, then over 300 million yen in 3 years. After working for a local high-tech company in Silicon Valley for 6 years, I am currently working for a high-tech foreign-owned company. Approaches from both global macro and corporate analysis.
@じんべい YouTube videos and Twitter information specializing in US stocks Tesla and NIO are being distributed. The total number of followers on YouTube and Twitter is 15,000. TOEIC 990 point range/Eiken Level 1/UN Eiken Special A grade I've been living a side fire lifestyle since 2023/4.
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It is controversial that Finance Minister Shunichi Suzuki made a statement at the House of Councilors Budget Committee on 2022/10/20 about the possibility of introducing a “mileage tax” on EVs (electric vehicles). The state of the tax system relating to automobiles in Japan is extremely complicated and difficult to understand. Therefore, I will sort out and explain the outline and problems of the current tax system.
Is there this much tax just by having a car
Taxes are charged just by owning a car.
The types of taxes that apply are summarized for “at the time of purchase/new registration,” “during the ownership period (every year),” and “at the time of vehicle inspection,” respectively, as follows.
[At the time of purchase/new registration]
・Automobile tax/light vehicle tax (environmental performance discount)
・Vehicle weight tax
・Consumption tax
[During the holding period (every year)]
・Automobile tax/light vehicle tax (type split)
[At the time of vehicle inspection]
・Vehicle weight tax
Note that “automobile weight tax” is national tax, “automobile tax” is prefectural tax, and “light vehicle tax” is municipal tax.
Also, in addition to this, if you fill in gasoline when driving, you will be charged gasoline tax. Gasoline tax is included in the price of gasoline, and consumption tax is added to that. only...
Is there this much tax just by having a car
Taxes are charged just by owning a car.
The types of taxes that apply are summarized for “at the time of purchase/new registration,” “during the ownership period (every year),” and “at the time of vehicle inspection,” respectively, as follows.
[At the time of purchase/new registration]
・Automobile tax/light vehicle tax (environmental performance discount)
・Vehicle weight tax
・Consumption tax
[During the holding period (every year)]
・Automobile tax/light vehicle tax (type split)
[At the time of vehicle inspection]
・Vehicle weight tax
Note that “automobile weight tax” is national tax, “automobile tax” is prefectural tax, and “light vehicle tax” is municipal tax.
Also, in addition to this, if you fill in gasoline when driving, you will be charged gasoline tax. Gasoline tax is included in the price of gasoline, and consumption tax is added to that. only...
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Toyota Motor $Toyota Motor(7203.JP$ The 2022 global production plan was revised to 9.2 million units for both the Toyota and Lexus brands. It was lowered by 500,000 units in response to a global shortage of semiconductors, but it is a record high. Although the surrounding environment is severe, we cooperate with parts manufacturers to not only recover from production delays, but also raise the level of medium- to long-term competitiveness. (SATO Kazuki)
“Even if I want to make it”
According to the new production plan, domestic production was 2.78 million units, 220,000 fewer units than before, and 642 million units, which is 280,000 units less than before. They also considered setting it to 955,000 units, but it is said that it was finally set to 9.2 million units because future risks could not be fully understood. The highest so far was 9.08 million units in fiscal 2016, surpassing it for the first time in 6 years.
Semiconductors, which have become the biggest bottleneck, are used for steering wheel operation, window opening/closing, etc., and cars cannot be built without even one. In Japan, the ratio of luxury cars that use a lot of semiconductors, such as Lexus, is high, and the impact will be greater than overseas. Toyota's Deputy Production Manager Nakamura Yoshio said at the financial results press conference on the 1st that the lockdown (city blockade) in Shanghai, China and various...
“Even if I want to make it”
According to the new production plan, domestic production was 2.78 million units, 220,000 fewer units than before, and 642 million units, which is 280,000 units less than before. They also considered setting it to 955,000 units, but it is said that it was finally set to 9.2 million units because future risks could not be fully understood. The highest so far was 9.08 million units in fiscal 2016, surpassing it for the first time in 6 years.
Semiconductors, which have become the biggest bottleneck, are used for steering wheel operation, window opening/closing, etc., and cars cannot be built without even one. In Japan, the ratio of luxury cars that use a lot of semiconductors, such as Lexus, is high, and the impact will be greater than overseas. Toyota's Deputy Production Manager Nakamura Yoshio said at the financial results press conference on the 1st that the lockdown (city blockade) in Shanghai, China and various...
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のんびり山沢 : Sell high and buy low
You can win just by doing these basics ('∀`)