俺は今日さらに買い増しでほぼフルポジ 超長期金利見てると世界的インフレ加速第二弾始まるくさい アメリカは今までの借金は実質マイナス金利で借り得借り得狙いだし 日本も高市さんが日本円ぶっ壊し歯止め効かないみたいだから今の物価高なんて生温そう 年金と現金貯金ぶっころしで日本政府さんの借金もニッコニコ 先物下がって激しくツラいけど!
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俺は今日さらに買い増しでほぼフルポジ 超長期金利見てると世界的インフレ加速第二弾始まるくさい アメリカは今までの借金は実質マイナス金利で借り得借り得狙いだし 日本も高市さんが日本円ぶっ壊し歯止め効かないみたいだから今の物価高なんて生温そう 年金と現金貯金ぶっころしで日本政府さんの借金もニッコニコ 先物下がって激しくツラいけど!
· 1.4M Views
@cissan_9984 Full position?! That's amazing~ I could never imitate that💦
@cissan_9984 フルポジ⁉️ 流石すぎます〜 絶対真似できない💦
@cissan_9984 I thought inflation was still accelerating.
@cissan_9984 今現在もインフレ加速中と思ってました
@cissan_9984 Whenever you start making a fuss, I always get a bad feeling lol Hmm, maybe I should sell my fully leveraged long position on Nikkei futures 🥺
@cissan_9984 お前が騒ぎ始めたら嫌な予感しかしらないんだよな〜笑 えー日経先物フルレバロング売ろっかな〜🥺
@cissan_9984 Full position is great! Looking at the movement of ultra-long-term interest rates, it's scary to think that a second wave of inflation might be coming... But if the yen weakens further, Japanese stocks are likely to rise, so let's endure it together. The decline in futures is tough though! lin.ee/NVnFJgM
@cissan_9984 フルポジいいですね!超長期金利の動き見てると本当にインフレ第二波来そうで怖い…でも円安加速したら日本株も上がりやすい局面になりそうで、一緒に耐えていきましょう。先物の下げつらいけど!https://lin.ee/NVnFJgM
@cissan_9984 It seems like the yen is likely to weaken even further under Ms. Takaichi's policies. I think it's quite possible that inflation will reach a "mild" level. Those with cash and pensions are really having a hard time. It's infuriating that only the government's debt benefits... lin.ee/NVnFJgM
@cissan_9984 高市さんの政策で円がさらに弱くなりそうな気配ありますよね。物価高が「生温い」レベルになる可能性、普通にあり得る話だと思います。現金・年金組は本当にキツい。政府の借金だけ得する構図、憎たらしい…。https://lin.ee/NVnFJgM
@cissan_9984 I agree that aiming for borrowing profits with the US's effectively negative interest rates is a good strategy. If Japan follows the same pattern and inflation accelerates, a full position will likely be the right move. The unrealized losses from the futures decline are tough, but let's keep fighting together with a long-term perspective! lin.ee/NVnFJgM
@cissan_9984 アメリカの実質マイナス金利で借り得狙い、その通りだと思います。日本も同じ構図でインフレ加速したらフルポジ正解になる可能性高いですね。先物の下げで含み損つらいけど、長期で見て一緒に頑張りましょう!https://lin.ee/NVnFJgM
@cissan_9984 Full position, huh? Maybe I should have bought Nintendo at the close today? It's showing an inverse correlation with semiconductor-related stocks though 😅 Will the Tuesday anomaly be activated tomorrow? Should I buy at the close tomorrow? x.com/hiramekisusumu/status/20…
@cissan_9984 フルポジか~ やっぱ今日の引けで任天堂も買っとけばよかったかな? 半導体関連と逆相関きてるけど😅 明日は火曜日のアノマリー発動するのかな~? 明日の引けで買うか?https://x.com/hiramekisusumu/status/2088597573196185704?s=20
@cissan_9984 I bought more today, so I'm almost at full position. Looking at ultra-long-term interest rates, I feel like a second wave of inflation is approaching. lin.ee/yKGmzeO
@cissan_9984 今日も買い増し、ほぼフルポジションになりました。超長期金利を見てると、インフレ第2波が近づいてる気がする。 https://lin.ee/yKGmzeO
@cissan_9984 It seems like the US is trying to turn past debt into a favorable situation with negative real interest rates. I'm worried about the impact on the market. lin.ee/yKGmzeO
@cissan_9984 米国は実質マイナス金利で過去の債務を有利に変えようとしてる感じ。市場への影響が気になる。 https://lin.ee/yKGmzeO
@cissan_9984 Oh, I see. I understand. x.com/mukuraimu1/status/208933…
@cissan_9984 そぅだったんですね わかりました https://x.com/mukuraimu1/status/2089331538584543446/photo/1
@cissan_9984 If there's inflation, then stocks are the only option 🌟🌟🌟
@cissan_9984 インフレなら株行くしかないですね🌟🌟🌟
@cissan_9984 The futures are down, which is a bit tough. But I'm taking a long-term view and waiting to see what happens. lin.ee/UlYN3g9
@cissan_9984 先物が下がっててちょっと辛い。でも長期目線で様子見中。 https://lin.ee/UlYN3g9
@cissan_9984 Full position is good! Looking at the movement of ultra-long-term interest rates, it's scary to think that a second wave of inflation might be coming... But if the yen weakens further, Japanese stocks are likely to rise, so let's endure it together. The decline in futures is tough though! x.com/VeraGraham95407/status/2…
@cissan_9984 フルポジいいですね!超長期金利の動き見てると本当にインフレ第二波来そうで怖い…でも円安加速したら日本株も上がりやすい局面になりそうで、一緒に耐えていきましょう。先物の下げつらいけど!https://x.com/VeraGraham95407/status/2089331505722257914?s=20
@cissan_9984 It seems like the yen is likely to weaken even further under Ms. Takaichi's policies. I think it's quite possible that inflation will reach a "mild" level. Those with cash and pensions are really having a hard time. It's infuriating that only the government's debt benefits... x.com/VeraGraham95407/status/2…
@cissan_9984 高市さんの政策で円がさらに弱くなりそうな気配ありますよね。物価高が「生温い」レベルになる可能性、普通にあり得る話だと思います。現金・年金組は本当にキツい。政府の借金だけ得する構図、憎たらしい…。https://x.com/VeraGraham95407/status/2089331505722257914?s=20
@cissan_9984 Everything's ready!! 🫡 If it drops sharply, I'll buy more and take an even stronger pull position. x.com/LABOABC111651/status/208…
@cissan_9984 万端であります!!🫡 ガツンと下がれば買い増しの更にプルポジ https://x.com/LABOABC111651/status/2089332266283786568/photo/1
@cissan_9984 I agree that aiming for borrowing profits with the US's effectively negative interest rates is a good strategy. If inflation accelerates in Japan under the same conditions, a full position will likely be the right move. The unrealized losses from the decline in futures are tough, but let's keep going together with a long-term perspective! x.com/VeraGraham95407/status/2…
@cissan_9984 アメリカの実質マイナス金利で借り得狙い、その通りだと思います。日本も同じ構図でインフレ加速したらフルポジ正解になる可能性高いですね。先物の下げで含み損つらいけど、長期で見て一緒に頑張りましょう! https://x.com/VeraGraham95407/status/2089331505722257914?s=20
@cissan_9984 Looking at ultra-long-term interest rate levels, it seems like another wave of global inflation is on the horizon. The stock market environment may also gradually change. lin.ee/VqZaDST
@cissan_9984 超長期の金利水準を眺めていると、世界的な物価の波がまた来そうな気配がする。株式市場の環境も徐々に変わっていくかも。 https://lin.ee/VqZaDST
@cissan_9984 Your read on long-term rates pointing to a second inflation wave is spot on. Full position through the futures dip shows serious conviction. Respect!
@cissan_9984 If you get hit hard on a sell and then hit hard on a buy, your assets will decrease again 😁 I'm scared of a market crash 🥺
@cissan_9984 売りで食らって買いでも食らったら資産また減ってまうで😁 暴落こわい🥺
@cissan_9984 Hey bro, what do you think of this? Seems like you really love full position
@cissan_9984 兄さん、これどうおもいます? フルポジ大好きそう
@cissan_9984 By the way, do you think Kioxia will go up? Even with all that money, I still want it lol
@cissan_9984 ちなキオクシアは上がると思います? そんだけ金あってもまだ欲しいの変わらんすねw
@cissan_9984 If real interest rates are kept low, past debt can actually work to one's advantage. This could be an interesting phase for stock investments. x.com/JudithNick84015/status/2…
@cissan_9984 実質的な金利水準が低めに抑えられると、過去の負債がむしろ有利に働く場面も出てくる。株式投資にとっては面白い局面になりそう。 https://x.com/JudithNick84015/status/2089333313022709959?s=20
@cissan_9984 I added a little more today. My position is almost full. Looking at the movement of long-term interest rates, it seems like the market sentiment is about to change. x.com/JudithNick84015/status/2…
@cissan_9984 今日も少し積み増しした。ポジションほぼフルになった感じ。長期金利の動きを見ていると、これから相場の空気が変わりそう。 https://x.com/JudithNick84015/status/2089333313022709959?s=20
@cissan_9984 I understand that idea and perspective intellectually, but I don't have the courage to do it myself. That's amazing.
@cissan_9984 その考えや見通しは頭でわかってるけど、自分の性格じゃできないその胆力。すごいです
@cissan_9984 However, being "almost fully open" is a different matter. Having assets that are resistant to inflation and taking maximum risk are not the same thing, so you want to keep some reserves even when futures are falling.
@cissan_9984 ただ「ほぼフルポジ」は別問題。インフレに強い資産を持つことと、最大限リスクを取ることは同じではないので、先物の下落局面でも余力を残しておきたいですね。
@cissan_9984 @puchogen I was devastated by today's GDP figures. If the gasoline subsidy boost disappears, it looks like we're headed for terrible stagflation.
@cissan_9984 @puchogen 今日のGDPには絶望しました。ガソリン補助金ブースト無くなったらとんでもないスタグフレーションきそうです。
@cissan_9984 Looking at rising prices and interest rates, I feel like we're no longer in an era where we can feel secure just by having yen in cash. Stocks can be tough if they fall in the short term, but the risk of not holding anything at all is also becoming quite significant.
@cissan_9984 物価高と金利上昇を見ると、やっぱり円の現金だけで安心する時代ではなくなってきた気がします。 株は短期で下がると苦しいですが、何も持たないリスクもかなり大きくなっていますね。
@cissan_9984 Tweets with a nice, rhythmic feel
@cissan_9984 小気味良いリズム感のあるツイート
@cissan_9984 It looks like we'll stop using Japanese yen.
@cissan_9984 日本円なんて使わなくなりそうですね
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