gourmegul◱ ◱ (@gourmegul) • Hey
The word 'gourmegul' was coined by combining the words 'gourmet' and '巡る = megul' (meaning 'to go around' in English)
Publications
- His Majesty King Charles III's birthday and coronation celebrations at the British Embassy in Tokyo were graced by a special guest...
Yasumura, is that right?
- Super Mario RPG, the first RPG title in the Mario series released on the Super Nintendo Entertainment System (SNES), will be released on Friday, November 17 with all new graphics. Pre-orders will be accepted after this direct.
- Two thirds of the kindergarten classes are closed!
Even in Corona, we've never had a situation this bad.
- Leveraged investment trusts that even the Japanese FSA has endorsed as unsuitable for long-term asset building.
What about the people who are accumulating them for the long term and the influencers (lol) who are recommending them!
- The S&P 500 has regained all the downside since the start of the rate hike from zero interest rates, the 1970s are back, Powell gets angry when stocks go up, recession fears, duration is not a recession hedge, not just mega-tech again, and the Lehman moment is a running joke.
- People like us, who could not afford to buy a Tokyo tower block or the Nikkei 225, find signs of inflation and urge the BOJ's Ueda to stop easing, like a soccer player in a certain country who falls down and appeals to the referee just because he is touched.
- Is the current high stock market a bubble?" President Ueda's response to the reporter's question, "Is the current stock market high a bubble?
“Since stock prices are basically formed based on the outlook for the future economy and corporate earnings, I think that Japan's relatively strong growth and high corporate earnings are probably the main reasons for the current stock market rally.”
- I wonder if the pace of Japanese trading company employees' stock accumulation is usually slowing down, as they lost 50% or so in the aftermath of the Lehman Shock. I wonder if only those who were able to display their company's spirit of love and loyalty were able to make a profit. By the way, the president of Mitsubishi Corporation owns 200 million yen, and the number of executives is around that amount. This is probably the upper limit. The chairman of the board has 1.3 billion yen in his pocket.
- Good morning ☺️
Happy news in the morning!
Shohei Ohtani No. 24 home run⚾️
Trout No. 15 home run⚾️
Yay 😆🎶✨
Ohtani No. 24 is a 2-run homer
Bats 58‼️
Double crown leader alone 😆😆.
OPS 1.016
Angels 5-2 Royals
Team also wins! ✌️
- While Japanese actress Ryoko Hirosue's infidelity has led to the termination of her commercials and other work, the current popular drama series in Japan is about a man and woman who have an affair, and it is also a big hit! It has a big sponsor, and people in the world are very excited about it. I understand that it is fiction and non-fiction, but I feel some kind of contradiction.
- Ueda misses BOJ press conference due to bombing
"Look at the price outlook, not the current CPI.
He apparently said.
"I don't feel anything about the end of easing based on the current CPI."
So, I won't cover the fact that I put 33450 L in the Nikkei CFD at the post-policy announcement.
- In a strong market, I am reminded of this saying. "Focus on the market's leader stocks. Leader stocks are the heart of the market and provide good profit opportunities. Focusing on leader stocks allows for focused investing."
- Jesse Livermore
- Shohei Ohtani No. 21 home run!
9 homers in his last 15 games🔥!
He's now within striking distance of the Triple Crown and Strikeout titles!
Batting average .299(6th in the league)*1st .319
Hit 21 home runs (1st in the league)
52 runs batted in (5th in the league)*4 runs behind 1st place
OPS.987(1st in the league)
Pitchers
117 strikeouts (2nd in the league)
- Shohei Ohtani No. 21 home run!
9 homers in his last 15 games🔥!
He's now within striking distance of the Triple Crown and Strikeout titles!
Batting average .299(6th in the league)*1st .319
Hit 21 home runs (1st in the league)
52 runs batted in (5th in the league)*4 runs behind 1st place
OPS.987(1st in the league)
Pitchers
117 strikeouts (2nd in the league)
- 2023 dots are placed above the market's prior forecast.
- FOMC, but it's worth not sleeping today and watching in real time! Japanese citizens should stay up all night🇯🇵
- 🇯🇵 Nikkei Futures reached a high of 33540 yen with over 40,000 contracts traded on the O/N. Short covering due to high volume since the beginning of the year and hedging related to the 34,000 Call with open interest of 11,000 contracts are also likely to have entered the market. High volume indicates strong buying demand, but it should be noted that the moving average divergence rate has exceeded the 7% milestone due to the sharp rise.
- When I look at a chart, I look at it as if I were admiring Monet's Water Lilies, and I keep in mind all the numbers on the horizontal line.
I do not use charts to determine trends, because charts are formed based on fundamental results, and I am too late to start out with that.
- Ranking of statements by old man Powell that did not appear in the post-FOMC press conference:
(5) The rate hike is over, so you guys can go ahead and buy.
(4) If inflation flares up, we'll leave it alone, so don't worry.
(3) All the Fed members have started buying again, so it's okay for it to go up.
There is nothing on my balance sheet that I can't fix.
1) NVDA's PE is the same as my policy performance.
- There are organizations like the dark Dentsu that make huge profits by replacing prostitution with "papa katsu", dating with "matching apps", and sex with "nakayoshi"!
- Reports that talks between the U.S. and Iran are going well seem to be the cause of the oil drop. Apparently, the content of the talks is that Iran can export up to 1 million barrels of oil per day if it halts uranium enrichment activities above 60%.
- A society that cuts off the incompetent and hires the competent immediately through mid-career hiring will be a society where young people cannot find jobs in large numbers because there is no reason to hire a large number of new graduates, take the time to train them and use them for a long time....
Japan is a country with an astonishingly low youth unemployment rate. Southern Europe, for example, has a youth unemployment rate of 20%. Japan is less than half of the overall average.
Of course, there are advantages and disadvantages to hiring all new graduates at once, but the fact is that Japan is a country that is somewhat friendly to (unskilled) young people.
I'm not saying this is the best.
- So Messi is finally going to the US 🤔.
I was kind of hoping to see him return to Barcelona, but I'm also looking forward to seeing him in his new home in the US 😆.
- The Turkish lira is down 18% since the beginning of the year against the dollar?
That's amazing.
Hmm? What?
You want me to look at last year's dollar-yen?
Let's see, here it is...from January to October 2022, the dollar was down...24%...∑( ̄[]Polish)
- I've blocked all LINE and SNS and cut off all means of communication, and the emotionally unstable women sends me messages while sending money via paypay! It's a money tree!
This is innovation!
- A University of Tokyo study on whether people who can drink alcohol can work better, seems to have found that being able to drink alcohol has nothing to do with being able to work.
Keio University seems to be drinking a lot of alcohol while disputing the results of this study (perhaps).
[ShenさんはTwitterを使っています](https://twitter.com/shenmacro/status/1666013215208374274)
“お酒が飲めるようになっても収入は増えないって。”
- Decide on a style of trade.
#I was taught a long time ago
Survive first.
Then you make money.
- Soros
Energy, strength, financial strength.
I value them.
- When I am raising boys, I have to be very wary of girls.
Even if the girl's side is attacked, if the boy does something, it will definitely be the boy's side's fault. (This is not so different in Japan or the U.S.).
When I teach this unreasonableness to children, I think it is unreasonable myself, and I hope that we will soon have "proper gender equality"!
- Ibrahimovic announces his retirement!
- If you include food and hygiene, Japan is number one. Luxury is good everywhere. I can say with confidence that the quality of ordinary meals is high.
If we could export this, we would be strong, just like Japanese electronics used to be.
The quality is the result of Japan's tremendous deflationary competitive advantage. Ramen, for example, has already expanded overseas, but I'm sure there are many other genres of food that would be well received overseas.
- It was interesting to read in one of the tweets that one should imagine an "impatient uncle" when creating services. Where's the buy button? How am I supposed to choose? The explanation is too long! The UIUX of our Tramanet is a "buy" button. The UIUX of our "tiger manager" is very popular because it can be operated sensibly by impatient old men in the shipping company.
- SoftBank G's balance sheet strategy is very straightforward: when interest rates are low, the company makes leveraged investments in growth equity while also utilizing borrowings, and when the money supply begins to contract, it squeezes its balance sheet and shifts to high-beta quality debt. The company aims for returns in the high 10% range and assumes a default rate of around 3%.
If the market breaks faster than the set rate, the market will enter a hard landing mode. On the other hand, if the market survives for two or three years, the cycle will be repeated with equity investments. However, since the method of putting together a deal with a bunch of cash by brute force will not work in debt investment, it is necessary to monitor how to make the reach of the deal effective.
- The Ottoman Empire's seemingly unrestrained expansionist policies up to the 16th century may have been due, of course, to their faith in spreading Islam to the ends of the world, but most of all it seems to have been due to the state system that required unlimited expansion.
- An 82-year-old German tourist who was missing in Takayama City, Gifu Prefecture, was found at a hotel in Tokyo.
The man mistakenly thought he was left behind when he got the wrong meeting time for his tour, and came to Tokyo to catch his return flight by connecting on the JR Takayama Line and the Shinkansen bullet train."
Am I perhaps very tired, thinking that this is news that a man who had been missing in Germany for 82 years was found in Tokyo?
[ライブドアニュースさんはTwitterを使っています](https://twitter.com/livedoornews/status/1661867089081278464)
“【保護】岐阜・高山市で行方不明だったドイツ人観光客の82歳男性、東京のホテルで見つかる
https://t.co/jSDg514zpH
男性はツアーの集合時間を間違え、取り残されたと勘違いし、JR高山線と新幹線を乗り継いで帰りの航空便に間に合うよう、東京に来たという。”
- Memo.
When I go out for a drink with a dealer, I leave my wallet behind with the feeling that this person has 2 billion dollars.
- I have been saying for the past 10 years that the best time to sell small stocks and 00 coins, which seem unlikely to continue to be intermittently bought, is when they are momentarily pumped. It's easy to pump a few hundred million, or even tens of millions, or even millions, by buying them yourself. This is often the case when there is about to be bad publicity or the timing of an event.
- I woke up this morning and looked at the market and wondered if there had been any progress on the debt ceiling and wondered if it was NVDA, which is great, but wow.
- And the kids who come out with a decent master's degree are often better than those with a bachelor's degree.
I don't mean all of them. I think that those who have done their research are better at problem solving.
- I'm not talking about anyone in particular, but universally, "Is it right to close a position based on the amount of loss, the loss margin, or the profit/loss ratio?" It's a universal question, not about anyone else.
It has nothing to do with other participants or price movements in the market. Of course, it is out of the question to say that you cannot close a so-called unrealized loss position "because it is negative".
- Japanese markets, face-teasing YouTuber Dan Takahashi's "Nikkei 225 at 40,000 yen" comment halted a nine-session rally.
If he says it will go up, it will go down; if he says it will go down, it will go up. A well-known antagonist in Japan🇯🇵
- This article is very well written from the standpoint of someone who has been inside Microsoft since the days when it was known as "Microsoft wacko" and has experienced the changes over the last decade or so. The organization and culture have changed completely. It's really turbulent. I struggle to keep up. And it's still changing. I never get tired of working here.
- It's kind of funny that officials from both parties involved in the negotiations to raise the debt ceiling would name the fact that we're fumbling with a default as "part of a healthy democratic process".
Keepers of the dollar....
It's like having a doctor tell you, "I'm not sure if I'm going to finish your surgery or leave halfway through and we can all go out for a drink.
- This is the knowledge I have gained from attending many shareholder meetings and actually asking questions. The reality is that most outside directors of small- and medium-sized companies are not well educated, are unaware of their role, and do not anticipate that they will be the target of questioning. Shareholders' meetings are also a battleground. The best way for a weak shareholder to gain an advantage in the fight is to attack the weak points.
- Japanese stocks are doing very well without a debt ceiling🇯🇵
- The debt ceiling issue is being watched closely, but an optimistic mood prevailed.
Biden, Republican Speaker of the House McCarthy, met with the House and stated, "I am confident that we will not default; we will have a press conference on the 21st." McCarthy revealed that he had participated a bit in the staff-level debt ceiling negotiations and stated that "an agreement is possible this week."
- Japanese equities have not shown such a strong preference for growth stocks compared to U.S. equities, but this is thought to be due to the trend toward investing in low P/B ratios. On the other hand, the preference for large-cap stocks is becoming clearer, reflecting trends among foreign investors. U.S. stocks also have a clear bias toward large-cap stocks, but both value and growth stocks continue to be dominated by large-cap stocks.
- Biden, McCarthy, and other congressional leaders are scheduled to meet again today to discuss the debt ceiling issue. There is a mood of optimism in the market that a compromise can be found. While McCarthy has maintained a hard-line stance, saying that no progress has been made, Biden has also expressed optimism.
- Shohei Ohtani's third at bat was a three-base hit 🔥.
If he gets two more base hits, he will have a cycle hit!
Will the starting pitcher get the cycle hit?
[【SS】大谷速報&スポーツ速報さんはTwitterを使っています](https://twitter.com/30R9gmaMUy3guDJ/status/1658263353465376769)
“大谷翔平選手の
第3打席はスリーベースヒット🔥
あと2塁打が出ればサイクルヒット!
先発投手がサイクルヒット達成なるか!?w
①四球
②ライト前ヒット
③本塁打
④3塁打
#大谷翔平 #エンゼルス
”
- What is the upside of not saying hello to people you meet in your daily life? There is no downside to saying hello, only an upside.
- Negotiations to raise the debt ceiling have been much tougher than in 2011.
According to Thomas Kahn, a former senior Democratic advisor, there are three reasons
Republicans are demanding more spending cuts than in 2011.
∙ The House Freedom Caucus has accepted default.
Speaker McCarthy has made a number of concessions to the Freedom Caucus in order to win the Speaker's job, which has hampered his negotiations with the Democrats.