Maniac readers, early Sunday Morning🌄 (no twist)
Is it about two months? He was just out of luck.
From mid -month to the end of the month (including isolation period), it has been about a week since I returned to the United States after traveling to the United States (especially watching Angels games and casinos), but I am still awake from Jetlag at a strange time.
On the map, Salt Lake City looks close to Anaheim, but it takes about 10 hours to travel by car in 2 hours by plane. We and the couple stayed at a Casino Resort in Las Vegas and rented a rental car first (very expensive) sightseeing in Salt Lake City … Then we watched the Texas Rangers against Shohei Ikuotani, the original purpose, but Otanisan. The team won in the first match because of tiredness or bad condition, but the worst 9 consecutive losses from the 25th (￣ ▽ ￣;)
5/25 Otani who finished without hits …
ANGELS was in a position to win the championship, but it seems that the relay team is tattered like Carp due to the sluggishness of Shohei Otani and Trout, and the post season is likely to be severe this season.
The leftmost side is Shohei Otani and the right end is 3 MVP master trout (A STADIUM)
Rather, it was extra that I often lost my mood, even though I was active, but I lost a lot at a casino after a long absence (about 20,000 dollars for a couple).
Nevertheless, what he actually felt was a ridiculous price …
Angels’s specialty Halo Burger is also 1800 yen if it is converted to yen … It is certain that the current weakness of the current situation in addition to INFLATION and the depreciation of the current situation will be drastically reduced in addition to Japan and the United States.
Aside from the private story, when I looked into the Ameblo My Page, which was not open at all, it was an on -parade of investment questions, so I would like to answer in this article, but recently (including today in the morning). Please note that the postscript will be one day and two because we are trying to rehabilitate the body rusted in the gym in addition to the band practice.
Or rather, I don’t think my opinion is relying because it’s basically far from the market price …
After Retire, my view of life changes at a stretch, and if I live until the age of 77, I have only 15 years of life expectancy, so I want to enjoy the remaining time freely in the future.
In addition, since the main business was so immersed in investment, honestly, we are paying attention to daily trends regarding the financial economy, but I want to keep my interest in investment itself.
Therefore, we will tell you that it will be a very large and abstract content even if you update it in the future, with the specific investment strategy etc. in the future.
[Postscript] 2022/6/5 20:00
Before answering the question (.-`ω-), isn’t the carp being sweeped by ORIX without discipline?
However, 12 consecutive losses from 2019 … In addition, is there no home run after entering the exchange game?
It is also a professional team and it is impossible … At the end of the exchange battle, Hanshin, who stumbled at the very beginning, was caught up and greeted me, “Hello Hello, Hello”?
I feel sick just by looking at the stupid surface of this no ability Jizo Sassa 💢
This dark and spicy phase … Is it a plague god by all means?
It is inevitable to spit out all the savings and enter the debt life as soon as possible … Wai’s 4 wins and 14 losses (10 losses) hits
Well, CARP is a B -class decision between the stupid leaders led by Sasaoka, so I don’t expect it …
What is more serious is that Los Angelesangels also spit out 10 savings like CARP with 10 consecutive losses in the bog …
Shohei Otani is clearly because of his tiredness and his body is not cut, but the high -paying Lendo is left, and the Woody Fetcer also enters IL or goes up by chance …
Above all, it is painful that the SUPERSTAR, which is the face of ANGELS along with Otani, is in the dots with 23 -at -bat no hit.
* By the way, it wasn’t fashionable, and ANGELS had a fielder called salmon about 25 years ago … Trout and salmon? This is interesting …
Oh, I was excited again because of my bad habit, but I would like to try not to see it seriously with “Takaiga baseball”. Otherwise, you won’t have a body that has passed the 60th birthday …
The introduction has become long, but this time I will take about three out of more than 20 questions and take it up easily.
1: “What is Naniwa Han’s asset management and portfolio like?”
Regarding the amount of operations, it is not possible to publish from the standpoint (called a securities industry or a tax accountant), and many people have a screenshed and posted account via SNS on SNS, but it can be a normal sense. None … Of course, if the total assets are about 50 million yen, I do not think that the national tax will be checked, but if the included and fixed profit is more than 20 million yen and the assets are exceeded 100 million, on the blog or Twitter. I think it is better to be in the 슬롯머신사이트 corner of the head, which is CHECK in the KSK system and has a very high probability of entering a tax audit at the so -called “reservoir” (inheritance tax).
If I am a national tax staff, I will refrain from the specific name, but I will always check the three people in Ameblo.
The Ameba side will not easily respond to personal information disclosure, but if the amount increases, it is not possible to refuse to request disclosure of the NTA with absolute power … but it is a matter of crisis management, but generally sweet. I feel. I hope this is not a criticism, but a warning bell.
As for Portfolio, the shares that are representative of risk assets were reduced to 1/3 of Western stocks and Japanese stocks that had been held a little last fall, and the cash ratio is 35 %: stocks are 35 %. 20 %: Bonds 20 %: Commodity such as gold: 10 % for 10 %: Crypto assets should be about 5 %.
Cash is once a month and USD is 1/3: EURO 1/3: JPY is equal to 1/3.
In addition, the shares are mainly the SPY (VOO) index and the world high dividend FUND except for Gafam, and there are few individual stocks. In particular, there are only three Japanese stocks.
2: “Does the United States join Recession this year?”
Regarding this, the view is greatly divided between Europe, the United States, stock Analyst and the bond Dealer, but the recession is, apart from the information I collected (especially from Europe), whether this time is this year. I think it is inevitable.
The major factor is the interest rate in the United States, but it will not only raise interest rates, but will also increase the number of large monetary easing money (QT), which is so expanded by Corona.
* Graph 📈 quoted former Nikkei electronic version
Because it reduces Basemoney, it naturally decreases MoneySupply and is forced to contract financial contraction. The rough treatment of inflation suppression to the FRB also brings Damage to the substantive economy, and of course it is only a large Negative material in the stock and bond market, and in fact NASDAQ is about to fall to the previous level and is about to crash. Nikkei Dow, which is still Mislead that Japanese stocks are still stronger than Europe and the United States, have fallen to the previous level of Corona, just like NASDAQ, in the dollar building that is still Mislead that “Japanese stocks are stronger than in Europe and the United States.” 。 Personally, I only watch a certain day’s economic economic program in Japan, but I think it’s really OK compared to two years ago.
The dollar -built Nikkei Dow is currently interrupted the previous level of Corona.
3: “Will Coronabables collapse?”
At present, the main advanced country index is falling by more than 20 % from the high price, and the view that S & P500, the most important indicator (BenchMark), has bottomed out to 3,900pt. However, in the appearance of Swiss’s FM, it seems that 3,000 pt breaks can be broken if it is included, and this is the level of October 2019 in front of Corona, and even if it falls to that point, it is strange. is not.
It’s been a long time since we said, “BUBBLE can only be seen after collapse.”, But we are complete when the global stock has recovered in V and exceeds the level in front of Coronona due to large monetary easing, which is a large -scale monetary easing of CORONA. I decided that I entered the BUBBLE market. Investors who do not feel BUBBLE during the bubble will inevitably suffer. Do you realize that the monster called the market is a harsh world where only the soldiers who have overcome the collapse of BUBBLE have survived.
History has proved repeated collapse in bubs many times.
Needless to say, Bitcoin is a complete Bubble.
That would not mean that encrypted assets will disappear from this world.
In conclusion, Recession is inevitable not only in the United States but also in Europe, and once Recession is recessed, the real economy will of course the economy, and the sluggishness in each market will be prolonged than expected.
However, the most serious thing is Japan, which has a big problem of declining birthrate and aging population, and not only does the real disposable income fall down, but also the depreciation of Abenomics (Kuroda Bazooka). It has become extremely large to fall into the extreme Cost-Push Inflation and fall into the worst economic situation, the worst economic situation, rather than the Western-style Demand-Pulllist Inflation.
Either way, it seems that Japan is in the desperate position after Korea in developed countries, and it seems that it is not the case that you are worried about the recession in Europe and the United States, but what about?
This time, it also contains a little bit of a bitter content, but please forgive because it is a real -intentional straight -ball type that cannot write an article like a familiarity that seeks the reader’s empathy.
Finally, we will guide you to the annual song for the trailer of Maverick this time.
Hold My Hand -Lady Gaga (Top Gun Maverick)
I don’t care about Lady Gaga, but the legendary Motorcycle Ninja (GPZ900R) of Kawasaki (Meguro), which was dominant in TOP GUN, has reappeared. naniwa335
My second son, Prinko -chan, has been visited a certain university hospital.
Because
It is said to be hyperophic in a 10 -month screening screening test
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It’s a nearby ophthalmology, but it’s a hyperopic, but all the children like this are hyperophes.
I’m told to come half a year later
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In a few months, the inside strabismus became noticeable, and to the nearby ophthalmology as soon as possible.
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It seems that the inner strabismus was caused by the influence of hyperopia
Get a letter of introduction to a university hospital yesterday
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I can’t make a reservation, and I will be consulted two months later.
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Lightly examined on the first consultation day, and after using Atropine Eye drops for 5 days, we decided to refrain tested.
So, I was tested,
The hyperopia is too strong and it is a weak view
,,,
fart? Hellish vision? ? e? e?
I was nervous and bloody.
I knew the hyperopia and strabismus, but I didn’t dream of weak vision,
Or rather, I thought that I would wear glasses and adjust it so that I would not be weak.
The doctor of the attending physician is very light,
I was shocked by my weak vision, and I heard a lot, but
If you treat it with glasses, you will not know if it will look as much as a normal child when you wear glasses.
The consultation is over. 。
After that, I went to the optician shop to make glasses, and I heard a lot there.
The older sister there
She said, “It’s important that my mother noticed and took me a hospital when she gets bigger.”
Now I feel positive! !
That’s not the case with my doctor who was a simple doctor.
That’s fine if the teacher diagnoses and treats properly.
It seems that if the strabismus does not heal with glasses, it will be an operation,
If you are 사설홀덤 good at surgery, that’s fine. I think
I didn’t really care so much,
What you want from your doctor’s teacher is a result.
Especially large hospitals.
It’s really good, it’s easy to talk, but it’s important,
For example, a very delicious soft ice cream is in a paper cup or in a baccarat bowl, but the satisfaction will not change much, and if it is delicious, I think it will be repeated.
Nobody satisfies everything.
If you go to a patient, especially a child, you will reflect on your own medical treatment.