To The Moon

$Tokyo Electron Ltd.(TOELY)$ Big things are happening at #TEL! TEL thrilled to announce the launch of our groundbreaking new tool, Acrevia™️. This innovative Gas Cluster Beam System is set to redefine ultra-fine patterning in EUV lithography. Acrevia™️ represents a significant leap forward in semiconductor manufacturing, offering unprecedented precision and efficiency. By modifying the critical dimensions and shape of ultra-fine patterns, this cutting-edge technology enables further device scaling, improved yield, and reduced EUV patterning costs. Because of this revolutionary tool, I am bullish on TEL's future growth and position as the next leader in semiconductor ultra-fine patterning in EUV lithography. To meet the growing demand fo

Yes. Major move cause market meltdown 

According to the $Cboe Volatility Index(VIX)$ , the worst market events of our lives were the 2008 financial crisis, COVID, and the Bank of Japan raising interest rates by a quarter percentage point.The $VIX spiked above 65 this week.This spike indicates market fear and uncertainty. However, it quickly settled back below 40. Look at all risk indicators to get the full picture!After $Cboe Volatility Index(VIX)$ spike to 45+, then crosses below 30 like yesterday, has always proven a buying opportunity since 1990. Can there be more downside before the uptrend is renewed; yes! Nonetheless, you've ALWAYS been rewarded for buying this signal $S&P 500(.SPX)$

My recent interview:"The most terrifying thing is the carry trade of the yen $Japanese Yen - main 2409(JPYmain)$ . Once it explodes, the whole world will explode, leading to the gate of hell, which is full of carry trades. Because any carry trade earns a small profit, and the carry trade of the yen is the most profitable. The interest rate of the yen is very low, and all carry trades rely on scale to magnify profits.Assuming that the interest rate spread is stable, the carry trade of the yen can continue, but now the situation is unstable. If the interest rate of the yen rises further, the Bank of Japan will definitely be out of control.Among so many central banks, the outlook of the Bank of Japan is the most unclear. It is the most controver

🚨BANK OF JAPAN CALMS MARKETS Banks of Japan pledges no rate hikes during market instability. This sparked a rebound in Asian markets: - Japan +1.2% - Korea +1.8% - Taiwan +3.8% Monday's meltdown was due to rate hike fears, with SocGen warning about "unwinding the biggest carry trade ever." Global asset classes were shaken. But the waters have calmed (for now). Giddy up!

My points:”I believe that short-term fluctuations may have reached a bottom, there could still be similar volatility in the medium to long term. This is especially true given the Federal Reserve's expected interest rate cuts and the Bank of Japan's gradual approach to raising interest rates.However, the current interest rate of 0.25% by the Bank of Japan remains the lowest globally, and they have indicated a slow path towards increasing rates. It is reasonable to expect that there will be further yen carry trade closures and associated market pressures in the future.Perhaps in similar situations, we might not need to panic and rush to sell or short-sell; it could also be a good opportunity to buy on dips.The market performance in recent days has precisely illustrated this point. It suggest

For months now, market watchers have been buzzing about a popular trading strategy: borrowing yen at ultra-low rates and investing those funds in high-growth assets, like the "Mag 7".This strategy, known as "arbitrage trading," relies on borrowing cheaply and investing in high returns. This is a common strategy because carry trades can be very lucrative if they succeed.But when such a popular arbitrage strategy suddenly goes awry, the fallout can be significant.Concerns have been rising about this type of trading, partly because of the massive amounts of money involved—estimated at around $4 trillion. On July 31, the Bank of Japan raised its rate from 0.1% to 0.25%. Although this rate hike is still low, it’s the largest increase since 2007, and forex traders couldn’t ignore it.A seemingly

The Japan central bank has done the job - not increase the interest. But our boys might still play out. So I guess Sell-off is not done yet ; sorry. It hurts. we just need to hold strong 🤗🫡😇  Storm or small rain 🌧️?! All will pass ✨👍

$DBS Group Holdings(D05.SI)$ $Toyota(TM)$  Kia ora Tiger traders, Unwinding the Yen Carry Trade: What It Means for Global Markets The Yen Carry Trade Explained: The yen carry trade is a strategy where investors borrow yen at low interest rates and invest in higher-yielding assets like U.S. stocks. This trade has been popular due to Japan's historically low interest rates. However, recent shifts in Japan's monetary policy have led to a sharp appreciation of the yen, causing significant unwinding of these trades. The Impact: As the yen strengthens, those who borrowed yen to invest in higher-yielding assets must sell these assets to repay their loans, leading to a ripple effect across global markets. Th

U.S. stocks experienced a "big fall rebound" on Monday, further bringing this discussion to investors - whether the U.S. economy is "starting to slow down" or "in recession"."into recession"?Some of the recession predictors have already been triggered in terms of economic data, but due to the unique nature of the current economic cycle, it is also not possible to simply apply historical experience.What is a recession?An Economic Recession is a severe, widespread and prolonged downturn in economic activity.The U.S. National Bureau of Economic Research (NBER) considers the depth (depth), breadth (diffusion) and duration (duration) dimensions of economic activity when identifying a recession.Specific indicators examined include:Real personal income after transfersNon-farm employmentHousehold

My points:”I believe that short-term fluctuations may have reached a bottom, there could still be similar volatility in the medium to long term. This is especially true given the Federal Reserve's expected interest rate cuts and the Bank of Japan's gradual approach to raising interest rates.However, the current interest rate of 0.25% by the Bank of Japan remains the lowest globally, and they have indicated a slow path towards increasing rates. It is reasonable to expect that there will be further yen carry trade closures and associated market pressures in the future.Perhaps in similar situations, we might not need to panic and rush to sell or short-sell; it could also be a good opportunity to buy on dips.The market performance in recent days has precisely illustrated this point. It suggest

U.S. stocks experienced a "big fall rebound" on Monday, further bringing this discussion to investors - whether the U.S. economy is "starting to slow down" or "in recession"."into recession"?Some of the recession predictors have already been triggered in terms of economic data, but due to the unique nature of the current economic cycle, it is also not possible to simply apply historical experience.What is a recession?An Economic Recession is a severe, widespread and prolonged downturn in economic activity.The U.S. National Bureau of Economic Research (NBER) considers the depth (depth), breadth (diffusion) and duration (duration) dimensions of economic activity when identifying a recession.Specific indicators examined include:Real personal income after transfersNon-farm employmentHousehold

$DBS Group Holdings(D05.SI)$ $Toyota(TM)$  Kia ora Tiger traders, Unwinding the Yen Carry Trade: What It Means for Global Markets The Yen Carry Trade Explained: The yen carry trade is a strategy where investors borrow yen at low interest rates and invest in higher-yielding assets like U.S. stocks. This trade has been popular due to Japan's historically low interest rates. However, recent shifts in Japan's monetary policy have led to a sharp appreciation of the yen, causing significant unwinding of these trades. The Impact: As the yen strengthens, those who borrowed yen to invest in higher-yielding assets must sell these assets to repay their loans, leading to a ripple effect across global markets. Th

According to the $Cboe Volatility Index(VIX)$ , the worst market events of our lives were the 2008 financial crisis, COVID, and the Bank of Japan raising interest rates by a quarter percentage point.The $VIX spiked above 65 this week.This spike indicates market fear and uncertainty. However, it quickly settled back below 40. Look at all risk indicators to get the full picture!After $Cboe Volatility Index(VIX)$ spike to 45+, then crosses below 30 like yesterday, has always proven a buying opportunity since 1990. Can there be more downside before the uptrend is renewed; yes! Nonetheless, you've ALWAYS been rewarded for buying this signal $S&P 500(.SPX)$

For months now, market watchers have been buzzing about a popular trading strategy: borrowing yen at ultra-low rates and investing those funds in high-growth assets, like the "Mag 7".This strategy, known as "arbitrage trading," relies on borrowing cheaply and investing in high returns. This is a common strategy because carry trades can be very lucrative if they succeed.But when such a popular arbitrage strategy suddenly goes awry, the fallout can be significant.Concerns have been rising about this type of trading, partly because of the massive amounts of money involved—estimated at around $4 trillion. On July 31, the Bank of Japan raised its rate from 0.1% to 0.25%. Although this rate hike is still low, it’s the largest increase since 2007, and forex traders couldn’t ignore it.A seemingly

$Tokyo Electron Ltd.(TOELY)$ Big things are happening at #TEL! TEL thrilled to announce the launch of our groundbreaking new tool, Acrevia™️. This innovative Gas Cluster Beam System is set to redefine ultra-fine patterning in EUV lithography. Acrevia™️ represents a significant leap forward in semiconductor manufacturing, offering unprecedented precision and efficiency. By modifying the critical dimensions and shape of ultra-fine patterns, this cutting-edge technology enables further device scaling, improved yield, and reduced EUV patterning costs. Because of this revolutionary tool, I am bullish on TEL's future growth and position as the next leader in semiconductor ultra-fine patterning in EUV lithography. To meet the growing demand fo

My recent interview:"The most terrifying thing is the carry trade of the yen $Japanese Yen - main 2409(JPYmain)$ . Once it explodes, the whole world will explode, leading to the gate of hell, which is full of carry trades. Because any carry trade earns a small profit, and the carry trade of the yen is the most profitable. The interest rate of the yen is very low, and all carry trades rely on scale to magnify profits.Assuming that the interest rate spread is stable, the carry trade of the yen can continue, but now the situation is unstable. If the interest rate of the yen rises further, the Bank of Japan will definitely be out of control.Among so many central banks, the outlook of the Bank of Japan is the most unclear. It is the most controver

🚨BANK OF JAPAN CALMS MARKETS Banks of Japan pledges no rate hikes during market instability. This sparked a rebound in Asian markets: - Japan +1.2% - Korea +1.8% - Taiwan +3.8% Monday's meltdown was due to rate hike fears, with SocGen warning about "unwinding the biggest carry trade ever." Global asset classes were shaken. But the waters have calmed (for now). Giddy up!

The Japan central bank has done the job - not increase the interest. But our boys might still play out. So I guess Sell-off is not done yet ; sorry. It hurts. we just need to hold strong 🤗🫡😇  Storm or small rain 🌧️?! All will pass ✨👍

Yes. Major move cause market meltdown