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China Share markets

  China Share markets Background I am not good at investment. But hedge funds which sell China markets will be afraid of loss through the roof. Big short cover will happen… Exclusive: China to issue $284 billion of sovereign debt this year to help revive economy https://www.reuters.com/markets/asia/china-issue-284-bln-sovereign-debt-this-year-help-revive-economy-sources-say-2024-09-26/ Conclusion Hedge funds might think Chinese economy would ends. China gov betrayed their expectations in good meaning for Chinese people. Additional thought In this situation, big medias will publish bad stories about China’s economy. This is because big medias’ friends and advertisers are/were in short position for China markets.

Bio technology

  2021/9/22.  Bio technology Japan government will target on bio technology. They opened their strategy on internet. Hmmm… I bought one kind of bio technology company’s stock. I hope its price will get higher after next prime minister will be selected.  Japan gov’s bio strategy(Written by Japanese language) https://www8.cao.go.jp/cstp/bio/bio2020_sijo_map6.pdf

Peak at USA stock market

  2021/9/19.     Peak I am watching this news. Japan's Mitsubishi UFJ considers sale of U.S. banking arm -report https://www.reuters.com/business/mitsubishi-ufj-considering-sale-mufg-union-bank-bloomberg-2021-09-17/ This is revenge from Japan side. USA stock market looks to be in bubble, and Mitsubishi UFJ bank may think it that the bubble will hit the roof. Selling assets in USA at highest price, and buying back later, this is revenge.

Trademark including DX in Japan

Trademark including "DX" in Japan This is Javascript coding test. I am searching about the word "DX" and writing it with Javascript. "DX" means "Digital Transformation", and this word becomes populer in Japan.

Worth of Japanese Yen(JPY)

  2021/9/12.  Worth of Japanese Yen(JPY) The worth of JPY has been decreasing from around 2000 AD. Because Japan Money supply has increased as twice as around 2000 AD, but 1 gram price of gold has increased as 6 times as around 2000 AD. If worth of gold  is immutable, the worth of current JPY has 1/3 worth of 2000 AD JPY. https://goldprice.org https://tradingeconomics.com/japan/money-supply-m2 1/3… This is impactful value. Conversely, 1 million JPY around 2000 AD had the worth as 3 times as current 1 million JPY. Japanese Yen is decreasing worth, and is getting cheaper. I want to be happy, but only working for getting JPY seems to be not good judgement. How to earn foreign money, this is my future task.

Bullet or Bread

  2021/8/30. The Bullet or Bread Recently, Japan government is trying to ready for fighting between China and Taiwan. Is this smart reaction? Force against force generates only flowing blood. Previous Japan emperor seem to have been trying Asia and other countries to be peaceful. The action has helped that Asia countries growing from poor to middle classes.(Not only by the action, but Asian workers have worked harder than other countries.) I hope all people in Japan to return to the previous Japan emperor’s hope. It may be peace of the world. It will be achieved with rice/bread, not with bullets.

No rising in rate of interest by BOJ/FRB

  2021/8/29.  No rising in rate of interest by BOJ/FRB Bank of Japan(BOJ)/Federal Reserve Bank(FRB) won’t raise in rate of interest. At the view of their government bond, they can’t raise it. BOJ Chair Kuroda and FRB Chair Powell might be selected as the role that they don’t raise rate of interest. Already new stage has come, “Zero rate of interest”. Investors have to recognize it. Stocks with dividends/growth potential or gold bars will be good to invest.(Or there may be other things to invest.) I don’t know current high prices of stocks is suitable or not. But if prices of whole stocks fall, I want to buy stocks with dividends. The stocks is similar to perpetual bonds, the stocks will give us dividends as long as the companies survive.

The before Japan political election

  2021/8/24.  The before Japan political election  Liberal Democratic Party in Japan politics (Referred as Jimin Party) will propose economic measures before Japan political election. Jimin Party prefers to protect its seat as the first party, and people of Jimin Party know which Japanese company will get benefits from economic measures before proposing them. Is this insider’s deal? Outsiders can’t know which companies will raise their stock prices, but insiders know it.

The gold signal

  2021/8/22.  The gold signal Bank of Japan(BOJ) has been keeping on monetary easing. I think that BOJ won’t stop it until Japan gov bankrupts. I thought the bankrupt will be near, but recently I feel it was wrong. I don’t know when it will happen, but readying for it is important, because JPY’s value has been declining. Buying gold is one method for it, and I found one small signal about gold. The below picture shows that this site prepares 2 languages, English and Chinese language. This means Chinese language version of this site is needed for one reason, which is that Chinese people want to know gold data.

"The Great Reset(book)"

  2021/8/9.  “The Great Reset”(book) “The Great Reset” is the book written by Klaus Schwab. https://en.wikipedia.org/wiki/Great_Reset https://www.amazon.com/COVID-19-Great-Reset-Klaus-Schwab/dp/2940631123 I read this book in Japanese edition, and I agreed with author’s opinions. In conclusion, there is the phrase that “Not everybody agree with the great reset caused by COVID-19”. I think so, too. And I think that, regardless of agree or not agree to the great reset, we have to encounter this situation caused by COVID-19. I feel something strange about developed countries’ people, they looks to have too much expects to the future. They have much restoring force to their “before COVID-19” life. The world has changed and now is “With/After COVID-19”. They try to buy more stocks in their markets. This may be because of expect to their futures. But I think that low or minus interest rates means that many companies in developed countries are losing earning power and we can’t e

The “Less” may make “More”

  2021/8/8.  The “Less” may make “More” Corona virus is spreading faster than ever at Tokyo. Tokyo population is too big, so spreading speed is fast. “Stay home” is keyword to stop it. Then, I am thinking about role of smartphone. Smartphone is mobile device. “Stay home” and “Mobile device” may conflict each other. In stead of going outside, I use local PC longer than past before Corona. “Less” time using smartphone makes “More” time using local PC. I am learning about Information Technology, Investment, Foreign languages and Accounting. These 4 subjects are essential for my life, and I need to spend a lot of time for them. “Less” time using smartphone provides to me a lot of values for spending to learn them. Corona virus is fearful and bad for human’s body. But if I handle to this situation well, corona brings me a lot of values for my life.

The "MORE"

  2021/7/26.  The “more” or “more than or equal to” I met one difficult problem. The original story(English) is below site’s problem. And changed story(Japanese) includes changed rule. I think that this change is from mistranslation. But this change causes the problem MORE difficult. The original story http://www.bigriddles.com/riddle/ten-pirates-and-their-gold [The problem part] Each pirate will vote against a proposal if they know that they would end up with more gold if that proposal were to fail. [Changed rule] Each pirate will vote against a proposal if they know that they would end up with “more or equal to” gold if that proposal were to fail. It is a miracle difficult problem caused by mistranslation. “より大きい” corresponds to "more than". “以上” corresponds to "more than or equal to". “未満” corresponds to "less than". “以下” corresponds to "less than or equal to". In addition to the model answer, there are the following answ

Cheaper economy in Japan

  2021/7/16.     Cheaper economy in Japan   I ate alone dinner at Yayoiken in Japan. https://www.yayoiken.com/en_files/regular_menu_pdf/88_2021.07Regular_EN_0706.pdf?id=2281 Hummm. It costed ¥780, approximately US$7.10. Is this too cheap? I ate at Tokyo Ginza in Japan. I don’t want to tell how good taste it was or how beautiful the dinner was.(And it was not so beautiful, just only one meal.) What makes it so cheap? Law of one price seems to have strong power in Japan. https://en.m.wikipedia.org/wiki/Law_of_one_price I think that law of one price prevents raising price in Japan. I want to think more deeper about this topic, later.

The "追い貸し"

  2021/7/8.  “ 追い貸し” “追い貸し” refers to the extension of the life of bad company that should normally leave the market by the bank by making additional loans. Additional loans to bad company or government for extension of their life… “追い貸し” is similar to debt trap, but more clever. I feel that “追い貸し” is being done to USA government by other governments or non-native USA investors. Simply, USA government can’t return their debts, so that they have to cut government costs or USA interest rates raises. But none of them occured. This is because of “追い貸し”. “追い貸し” keeps on until USA government give up. In additional simulation, I think that next USA President will be Mr.Trump. Because if the USA stock & bond market crash, the society will be confused. At that time, he gets that position.

The RED FLAGs

  2021/6/29.  The RED FLAGs in Tokyo Stock Market I sold all my stocks in Tokyo Stock Market. There seems to be some red flags in Tokyo Stock Market. First of all, J-reit market’s average Net Asset Value(NAV) is high. Almost all J-reit stocks’ NAV are over 1. This means that J-reit stocks are more expensive than their real values. Secondly, J-reit market’s average yields is 3.3%, it’s near 3%. This is dangerous flag. Aging country, especially as Japan, has low interest rates, but there are risk premiums. Risk premium has to be higher than 3.5% in Japan. (This number is what I feel.) Interest rates in Japan is under 0%, and I think it is equal to 0%. So J-reit market’s average yields should be over 3.5%. Third red flag is existence of individual investors. They are end buyers, and they seem to bet their money in Tokyo Stock Market. I don’t know when this bull market ends, but I quit this game and take a rest in some months. Cash is king, and crash is near.