$Apple(AAPL.US$ stock buybacks? That's more than that! I had bought a few, though? What will happen in the future, and will the situation get better
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$iShares 20+ Year Treasury Bond ETF(TLT.US$ The trend has begun to change slightly from market predictions to cutting interest rates once within the year, or from incorporating interest rate hikes, without interest rate hikes at least once!
The dollar and yen charts are being adjusted too much in terms of market predictions! Well, there is also exchange intervention 😅
There is also an election, so I want interest rates to be cut once by November 🤔 The trend of bond interest rates may change again with future index announcements, but I pray that bond investors will move in a good direction 🙏
The dollar and yen charts are being adjusted too much in terms of market predictions! Well, there is also exchange intervention 😅
There is also an election, so I want interest rates to be cut once by November 🤔 The trend of bond interest rates may change again with future index announcements, but I pray that bond investors will move in a good direction 🙏
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$Super Micro Computer(SMCI.US$ I don't need a falling trend every month 😭 don't devalue the lower price every month from 1200 to 700 😭 sell here and don't buy anything else 😭 shareholders are tough 😭 don't punch and kick anymore 😭 painful days of crying 😭
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I thought it had gone up a lot the day before yesterday, but it's almost all back. Conversely, it would be nice if the situation got better.
But hey, yesterday was also the case, but the American indicators to be announced this week seem bad across the board. The recession will continue for a while. There's nothing we can do. I was just buying a little bit more, though. After that, I'll decide to just sit back and watch.
But hey, yesterday was also the case, but the American indicators to be announced this week seem bad across the board. The recession will continue for a while. There's nothing we can do. I was just buying a little bit more, though. After that, I'll decide to just sit back and watch.
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While interest rates in America remain high, yen depreciation will not stop even if the Bank of Japan intervenes.
Also, even if the yen depreciates to over 160 yen, they will be cautious about using reserves, and they will probably get stuck.
Also, even if the yen depreciates to over 160 yen, they will be cautious about using reserves, and they will probably get stuck.
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If the Bank of Japan raises interest rates, a “pretty serious” recession = former IMF economist
(some excerpts)
Olivier Blanchard, who served as the chief economist of the International Monetary Fund (IMF), expressed the view on the 29th that if the Bank of Japan implements interest rate hikes, Japan will face a “pretty serious” economic recession.
The dollar/yen fluctuated in the foreign exchange market in the foreign exchange market on the 29th, and intervention observations expanded in the market. Although the Bank of Japan lifted negative interest rates in March, there is a view that the reason behind the depreciation of the yen is that policy interest rates are still significantly lower than other major countries.
(some excerpts)
Olivier Blanchard, who served as the chief economist of the International Monetary Fund (IMF), expressed the view on the 29th that if the Bank of Japan implements interest rate hikes, Japan will face a “pretty serious” economic recession.
The dollar/yen fluctuated in the foreign exchange market in the foreign exchange market on the 29th, and intervention observations expanded in the market. Although the Bank of Japan lifted negative interest rates in March, there is a view that the reason behind the depreciation of the yen is that policy interest rates are still significantly lower than other major countries.
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pinkotu
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This article uses automatic translation for some of its parts
The fundamentals of AI-related stocks will drive further big tech performance
● While investors are closely watching the financial results announcements of approximately 180 S&P 500 companies, including major high-tech companies, they are also paying attention to geopolitical tension in the Middle East.
● As demand for AI expands and contributes greatly to the profits of high-tech companies, there is a possibility that global data center capital investment in 2024 will be underestimated at 300 billion US dollars.
● Despite recent sales, valuations in the tech sector are seen as attractive. Since the current predicted PER for Big Tech is still low, there is a possibility that it will exceed expectations.
Is the fall in semiconductor stocks not over yet?
● Semiconductor stocks have skyrocketed since the beginning of this year. Even after the recent decline, the year-to-date increase rate has exceeded 20%. Valuations are also extremely expensive, and PER (TTM, trailing twelve months) for March has reached 56 times. In addition to these factors, interest rate increases due to higher-than-expected inflation and geopolitical concerns...
The fundamentals of AI-related stocks will drive further big tech performance
● While investors are closely watching the financial results announcements of approximately 180 S&P 500 companies, including major high-tech companies, they are also paying attention to geopolitical tension in the Middle East.
● As demand for AI expands and contributes greatly to the profits of high-tech companies, there is a possibility that global data center capital investment in 2024 will be underestimated at 300 billion US dollars.
● Despite recent sales, valuations in the tech sector are seen as attractive. Since the current predicted PER for Big Tech is still low, there is a possibility that it will exceed expectations.
Is the fall in semiconductor stocks not over yet?
● Semiconductor stocks have skyrocketed since the beginning of this year. Even after the recent decline, the year-to-date increase rate has exceeded 20%. Valuations are also extremely expensive, and PER (TTM, trailing twelve months) for March has reached 56 times. In addition to these factors, interest rate increases due to higher-than-expected inflation and geopolitical concerns...
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Relax until the 29th and go to the mountains to pick wild plants today! On the way back, I ate soba and came back. The wild vegetable is bracken. I picked 1 year's worth. I wonder if tomorrow will be sansai soba ~
Speaking of which, a device called an in-body was introduced into our workplace, and it became a specimen in the test. It measures body fat percentage, etc., but it can also measure metabolic rate, so it's very convenient for dieting. In my case, I found that if I exercised on a diet of 1800 kilocalories or less a day, I would lose weight efficiently. Since it does not require excessive dietary restrictions, it is also psychologically good. I have it at the gym, so try it out! They are also installed in large hospitals!
Speaking of which, a device called an in-body was introduced into our workplace, and it became a specimen in the test. It measures body fat percentage, etc., but it can also measure metabolic rate, so it's very convenient for dieting. In my case, I found that if I exercised on a diet of 1800 kilocalories or less a day, I would lose weight efficiently. Since it does not require excessive dietary restrictions, it is also psychologically good. I have it at the gym, so try it out! They are also installed in large hospitals!
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Sports cars like the GTR from the 1990s are selling at a high price now.
Even recently, Toyota Rancle, Hermes Birkin, and Rolex have gained scarcity value due to the fact that they are difficult to obtain, and used products are more expensive than new ones.
Even recently, Toyota Rancle, Hermes Birkin, and Rolex have gained scarcity value due to the fact that they are difficult to obtain, and used products are more expensive than new ones.
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