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Domestic long-term interest ratesBut1%Put it on the big stand,Advantages and improvementsCan be expectedFinancial stocks such as bank stocks and insurance stockscontinues to rise. Since the Bank of Japan ended its negative interest rate policy, in the fiscal year ending 25/3Megagin alone will boost profits on a scale of 100 billion yenIt is assumed.
What is particularly likely to attract attention is directly benefiting from rising domestic interest ratesBanks with high domestic net interest incomethat's it. As for insurance stocks, the United States led by famous investor Warren Buffett $Berkshire Hathaway-A(BRK.A.US$Is a major non-life insurance company $Chubb Ltd(CB.US$It is known that they hold shares of, and associative purchases are likely. Also, Bloomberg Intelligence (BI) has shareholder returns for domestic non-life insurance for the current fiscal yearAn estimate of 50% increase from the previous fiscal yearThey do, and they have a strong sense of foresight. Which stocks can still be expected to rise? There is a daily turnover of around 1 million shares, and it also covers securities analysts30 major bank and insurance stocksRegarding,Disparity up to the average target stock priceYaprospects、dividend yieldI checked things like that.
【...
What is particularly likely to attract attention is directly benefiting from rising domestic interest ratesBanks with high domestic net interest incomethat's it. As for insurance stocks, the United States led by famous investor Warren Buffett $Berkshire Hathaway-A(BRK.A.US$Is a major non-life insurance company $Chubb Ltd(CB.US$It is known that they hold shares of, and associative purchases are likely. Also, Bloomberg Intelligence (BI) has shareholder returns for domestic non-life insurance for the current fiscal yearAn estimate of 50% increase from the previous fiscal yearThey do, and they have a strong sense of foresight. Which stocks can still be expected to rise? There is a daily turnover of around 1 million shares, and it also covers securities analysts30 major bank and insurance stocksRegarding,Disparity up to the average target stock priceYaprospects、dividend yieldI checked things like that.
【...
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The asset management company Clocktower Group predicted that if the probability that Donald Trump will win in the US presidential election continues to rise, there is a risk that 10-year US bond yields will approach 5% before the election.
If expectations for Mr. Trump's victory increase, “the bond market will begin incorporating higher levels of unbridled finance. What happens if bond yields rise while the economy is slowing down? There is a possibility that the market will fall into chaos,” Clocktower's chief strategist Marco Papik pointed out in the report.
Mr. Papick's assertion is that the Congressional Republican Party will always relax fiscal discipline under the Republican Party's presidency. He cited the 2017 Tax Cuts and Employment Act during the Trump presidency as an example.
The current consensus suggests that the probability of Mr. Trump's victory is about 25%, but the clock tower is estimated to be close to 50%, and in that case, the 10-year bond yield will be 4.8-5% instead of 4.5% of the consensus, he estimated in his report.
The company raised the probability of Mr. Trump's victory from “close and unpredictable” to 60% in September last year, and this result was dollars and emerging countries...
If expectations for Mr. Trump's victory increase, “the bond market will begin incorporating higher levels of unbridled finance. What happens if bond yields rise while the economy is slowing down? There is a possibility that the market will fall into chaos,” Clocktower's chief strategist Marco Papik pointed out in the report.
Mr. Papick's assertion is that the Congressional Republican Party will always relax fiscal discipline under the Republican Party's presidency. He cited the 2017 Tax Cuts and Employment Act during the Trump presidency as an example.
The current consensus suggests that the probability of Mr. Trump's victory is about 25%, but the clock tower is estimated to be close to 50%, and in that case, the 10-year bond yield will be 4.8-5% instead of 4.5% of the consensus, he estimated in his report.
The company raised the probability of Mr. Trump's victory from “close and unpredictable” to 60% in September last year, and this result was dollars and emerging countries...
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US bonds, 10-year bond yield 5% if Trump is predicted to win - Clock Tower(some excerpts)
Trump's victory raised the probability from “close and unpredictable” to 60%.
Yields rose close to 50 bps in the 2 weeks after Trump's victory in '16.
The asset management company Clocktower Group predicted that if the probability that Donald Trump will win in the US presidential election continues to rise, there is a risk that 10-year US bond yields will approach 5% before the election.
Trump's victory raised the probability from “close and unpredictable” to 60%.
Yields rose close to 50 bps in the 2 weeks after Trump's victory in '16.
The asset management company Clocktower Group predicted that if the probability that Donald Trump will win in the US presidential election continues to rise, there is a risk that 10-year US bond yields will approach 5% before the election.
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Chief Cabinet Secretary Hayashi says “it will damage the trust of the automobile industry,” and the type designation application is fraudulent(some excerpts)
Chief Cabinet Secretary Hayashi Yoshimasa expressed regret at a press conference on the afternoon of the 3rd that the five automobile manufacturers reported to the Ministry of Land, Transport and Tourism that there had been misconduct in the type designation application, which would shake the trust of the Japanese automobile industry.
Chief Cabinet Secretary Hayashi stated, “It is an act that damages the trust of automobile users and the automobile industry in Japan and shakes the foundation of the automobile certification system, and it is regrettable that further fraudulent acts have been revealed this time.” On top of that, we asked each company to carefully explain it to car users.
Mazda suspends shipments of 2 models such as “Roadster RF” and is fraudulent due to model designation application
Mazda announced on the 3rd that it had suspended shipments of the current 2 models of the “Mazda 2” and “Roadster RF,” which had been misbehaved due to model designation applications.
Chief Cabinet Secretary Hayashi Yoshimasa expressed regret at a press conference on the afternoon of the 3rd that the five automobile manufacturers reported to the Ministry of Land, Transport and Tourism that there had been misconduct in the type designation application, which would shake the trust of the Japanese automobile industry.
Chief Cabinet Secretary Hayashi stated, “It is an act that damages the trust of automobile users and the automobile industry in Japan and shakes the foundation of the automobile certification system, and it is regrettable that further fraudulent acts have been revealed this time.” On top of that, we asked each company to carefully explain it to car users.
Mazda suspends shipments of 2 models such as “Roadster RF” and is fraudulent due to model designation application
Mazda announced on the 3rd that it had suspended shipments of the current 2 models of the “Mazda 2” and “Roadster RF,” which had been misbehaved due to model designation applications.
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AMD's new CPU “Ryzen AI 300” is equipped with a 12-core CPU and an NPU that surpasses Snapdragon X (some excerpts)
On the day before the opening of COMPUTEX 2024, AMD's CEO Lisa Hsu took the stage at the opening keynote address and explained the company's new products, etc. Among them, AMD announced the “3rd generation Ryzen AI processor,” which is an AI PC SoC that the company has continued to develop under the development code name “Strix Point.” The series name is the “Ryzen AI 300” series (hereafter Ryzen AI 300).
On the day before the opening of COMPUTEX 2024, AMD's CEO Lisa Hsu took the stage at the opening keynote address and explained the company's new products, etc. Among them, AMD announced the “3rd generation Ryzen AI processor,” which is an AI PC SoC that the company has continued to develop under the development code name “Strix Point.” The series name is the “Ryzen AI 300” series (hereafter Ryzen AI 300).
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$Tesla(TSLA.US$ I'm in a dilemma whether I should hold stocks and expect them to return to the purchase price, or sell them all and reinvest in an ETF. I don't have any specific long-term or short-term goals, so it doesn't matter if it's an individual stock or ETF. I don't like to see a downward trend over the past year, and I don't know if I should invest in SP500.
Also, I don't want to take the lead and sell it and cause the purchase price to skyrocket.
Please let us know what you think.
First purchase price: $239.571 Current price: $178.080
Also, I don't want to take the lead and sell it and cause the purchase price to skyrocket.
Please let us know what you think.
First purchase price: $239.571 Current price: $178.080
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Total industrial capital investment increased 6.8%, positive for 12 consecutive terms - January-March corporate statistics(some excerpts)
Capital investment increased 6.8% from the same period last year, falling short of the 11% increase in market expectations
Ordinary profit increased 15.1% for the 5th consecutive term, and sales increased 2.3% and positive for the 12th consecutive term
The growth rate of capital investment by domestic companies in the January-March period declined from the previous fiscal year. There is a view that the revised gross domestic product (GDP) value to be announced next week will not change due to negative growth.
According to corporate enterprise statistics (preliminary figures) released by the Ministry of Finance on the 3rd, capital investment increased 6.8% from the same period last year in all industries (excluding finance and insurance). It was positive for 12 consecutive quarters, but it fell short of the 11% increase in market expectations. There was a 16.4% increase in the previous fiscal year. Even on a basis excluding software reflected in the revised GDP value announced on the 10th, it was 6.8% higher, which was lower than the growth of the previous fiscal year. It was a 0.5% decrease compared to the previous fiscal year.
Capital investment increased 6.8% from the same period last year, falling short of the 11% increase in market expectations
Ordinary profit increased 15.1% for the 5th consecutive term, and sales increased 2.3% and positive for the 12th consecutive term
The growth rate of capital investment by domestic companies in the January-March period declined from the previous fiscal year. There is a view that the revised gross domestic product (GDP) value to be announced next week will not change due to negative growth.
According to corporate enterprise statistics (preliminary figures) released by the Ministry of Finance on the 3rd, capital investment increased 6.8% from the same period last year in all industries (excluding finance and insurance). It was positive for 12 consecutive quarters, but it fell short of the 11% increase in market expectations. There was a 16.4% increase in the previous fiscal year. Even on a basis excluding software reflected in the revised GDP value announced on the 10th, it was 6.8% higher, which was lower than the growth of the previous fiscal year. It was a 0.5% decrease compared to the previous fiscal year.
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Angle: Is the slump in the US Transportation Stock Index a sign of economic deceleration(some excerpts)
Major US stock indices have reached a “hit year” this year, but sluggishness stands out only in the transportation sector. Since it is a sector sensitive to business cycles, there are investors who take it as a harbinger of economic deceleration.
Major US stock indices have reached a “hit year” this year, but sluggishness stands out only in the transportation sector. Since it is a sector sensitive to business cycles, there are investors who take it as a harbinger of economic deceleration.
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$OSE Nikkei 225 Futures(JUN4)(NK225main.JP$
※This is a personal trade diary (for chart analysis records) notebook!
As of 2024/6/3 (Mon) AM 7:00
Trade diary (for recording) *Record location transferred to Moomoo Memo from 5/20
Record rules are in bullet points (no emotions required)
[Last weekend's trade results]
5/31 37820 purchase entry in open hold (10 CFDs* for 1 mini card, consultation purchase) currently, including +910 yen (+91000 yen), profit is in progress
※Emotional Memo: Profit including +910 yen without losing ground! It was a bargain purchase, so the profit margin is small, but development is difficult, so it can't be helped (^^; it's difficult every time from here on! There is also a possibility that it will rise further towards SQ, so I want to carry over the swing as it is, but if it reverses and starts over again, profit will be lost. However, if you close it up, you will lose the balls you have on hand when it evolves upward. Do you secure current profits? Are you aiming for a big swing? It's an eternal source of trouble!
[Check the situation in the morning]
■Weekly and daily charts
※FB (Fibonat...) with the most recent low of 37610 and the most recent high of 39460
※This is a personal trade diary (for chart analysis records) notebook!
As of 2024/6/3 (Mon) AM 7:00
Trade diary (for recording) *Record location transferred to Moomoo Memo from 5/20
Record rules are in bullet points (no emotions required)
[Last weekend's trade results]
5/31 37820 purchase entry in open hold (10 CFDs* for 1 mini card, consultation purchase) currently, including +910 yen (+91000 yen), profit is in progress
※Emotional Memo: Profit including +910 yen without losing ground! It was a bargain purchase, so the profit margin is small, but development is difficult, so it can't be helped (^^; it's difficult every time from here on! There is also a possibility that it will rise further towards SQ, so I want to carry over the swing as it is, but if it reverses and starts over again, profit will be lost. However, if you close it up, you will lose the balls you have on hand when it evolves upward. Do you secure current profits? Are you aiming for a big swing? It's an eternal source of trouble!
[Check the situation in the morning]
■Weekly and daily charts
※FB (Fibonat...) with the most recent low of 37610 and the most recent high of 39460
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