Skip to main content

Posts

Showing posts from June, 2025

Conditions for recommendation to invest to Gold

  Conditions for recommendation to invest to Gold I thought and thought about the conditions for recommendation to invest Gold. There are 2 conditions(below Condition A and B) about it. (Condition A) Economic dependency’s scale is shrinking.(For example, Japan as aging society.) (Condition B) The economic dependency is non-replaceable.(For example, Japan is non-replaceable for the people who can’t escape from Japan.) Above Condition A means that countries whose economic growths are minus rates, is met. It shows they are in minus-sum game in Game Theory. Above Condition B means that people who can’t escape from those countries are met. There are some reasons for Condition A and B. In condition A, all people in the economic dependency will lose because of shrinking. Gold has value which increase/decrease prices as same as world inflation rates. In condition B, Gold is difficult to take to abroad, so that Gold is to recomend for people who can’t escape from the coun...

Nvidia

  Nvidia I read this news. Nvidia insiders sold over $1 billion in stock amid market surge, FT reports https://www.reuters.com/business/nvidia-insiders-sold-over-1-billion-stock-amid-market-surge-ft-reports-2025-06-29/ If insiders sell own stocks, it may be bad news for buy sides. I know GPU is essential for Artificial Intelligence, but there may be hidden risks to invest to GPU providers. I don’t know what the risks are. Perhaps, “Nvidia shock” may come in near future. I don’t know how to avoid “Nvidia shock”, but only Nvidia stock price to fall will be possible if Google, Microsoft, Facebook, Amazon, and  Apple will develop own GPU or another USA GPU company will appear.

Tokyo Tower

  Tokyo Tower I took some pictures in Tokyo.

After Tokyo Metropolitan Assembly Election

 After  Tokyo Metropolitan Assembly Election I am interested in Mr.Ishimaru Shinji(石丸 伸二) and his party “Path of Rebirth”(再生の道). His party seemed to be denied by older voters. I thought it was true, but there may be another side for it. Young person will support he and his party by  his SNS tactics effects. Mr.Ishimaru is good at SNS tactics and it will eventually have a real effect. I think that Mr.Ishimaru and his party will bigger powers after 1 or 2 times of major national elections. In addition, young persons know they don’t have enough voters, but they seem to join major politics. So they will support Mr.Ishimaru and his party to send their opinions. Further, older politicians(自民党) won’t use SNS as good as Mr.Ishimaru’s party does. Repeatedly, it will takes 1 or 2 times of major national elections for Mr.Ishimaru. Additional point Being good at SNSs tactics(preferbly having Owned media) is the essential skill for current politicians.

After inflation

  After inflation I thought about the economy after this inflation ends. This inflation seems to stay forever, but absolutely NO. I think it ends at 2027-2028. After it ends, resource nations, for example Russia, will face bad economy. I think that Gold is not to invest for short term view.