Jacob X
Jacob X
Made in JapanšŸ™, living in Australia 🦘. Long-term investor, focused on fundamentals.
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avatarJacob X
04-23 14:39
[Cool]  
avatarJacob X
04-21
avatarJacob X
04-17

Trump’s Tariffs and Policies: A Shield Against Recession and Deflation?

As of April 17, 2025, concerns about "tarifflation" and "Trumpflation" dominate economic headlines, with predictions of steep price hikes for consumer goods due to the Trump administration's sweeping tariffs—145% on $541 billion of Chinese imports, 10% on non-Chinese imports, and 20–100% on select countries. Despite these fears, retail prices have largely held steady: iPhones still start at $799, shirts average $50, and PlayStation 5s remain $499. This price stability—alongside declining inflation (Truflation at 1.4%), plunging consumer sentiment (University of Michigan Sentiment Survey at 50.8, near record lows), and sluggish retail sales growth (1.8% YoY)—suggests Trump's economic agenda may be mitigating the risks of a consumer-led recession and deflation, rather than triggering hyperin
Trump’s Tariffs and Policies: A Shield Against Recession and Deflation?
avatarJacob X
04-14
avatarJacob X
04-07
avatarJacob X
04-07
avatarJacob X
03-31
avatarJacob X
03-24
$Mitsubishi UFJ(MUFG)$ remains attractive despite its recent strong performance!
@Shernice軒嬣 2000:Riding the Rate Wave: Shernice Bets Big on Japanese Bank Stocks Like MUFG
avatarJacob X
03-24
avatarJacob X
03-17
Great article, would you like to share it?
BRIEF-Palantir CEO Says Japan Should Build Ai Defense Targeting System With U.S., Nikkei Reports
avatarJacob X
03-16
avatarJacob X
03-11

Nvidia's Fundamentals Shine Despite Stock Price Dip

As of March 11, 2025, $NVIDIA(NVDA)$  has experienced a notable decline in its stock price, dropping from an all-time high of $153.13—reached on January 7, 2025—to $106.98.  This roughly 30% plunge has shifted investor sentiment dramatically. Early in 2025, the market reveled in Nvidia's AI-driven ascent, with analysts like Morgan Stanley setting lofty targets near $152. Now, investors are starting to show doubt and impatience, with some questioning the AI boom's sustainability or fearing competition from firms like DeepSeek.  Yet, beneath this volatility, Nvidia's fundamentals have largely strengthened or held firm, exposing a disconnect between jittery market perception and the company's robust under
Nvidia's Fundamentals Shine Despite Stock Price Dip
avatarJacob X
03-10
avatarJacob X
03-08

Comparing Investor Sentiment: Late 2018 vs. Early 2025

Investor sentiment in early 2025 shares striking similarities to the fear-driven market of late 2018, though some key differences exist.  Both periods were marked by Federal Reserve tightening, trade policy uncertainty, geopolitical risks, and fears of slowing economic growth, creating a risk-off environment that led to sharp selloffs in tech stocks and the broader Nasdaq-100 ($Invesco QQQ(QQQ)$  ). šŸ”“ 2018: Extreme Bearishness and a Near Bear Market Investor Fear Factors in Late 2018 1. Federal Reserve Aggressiveness – The Fed raised rates four times in 2018, tightening financial conditions and causing fears of a recession. 2. U.S.-China Trade War – Tariff escalations and the Huawei CFO's arrest led to conce
Comparing Investor Sentiment: Late 2018 vs. Early 2025
avatarJacob X
03-03
avatarJacob X
02-28

Why Bitcoin at $80,000 Is a Compelling Buy for Investors

As of February 28, 2025, Bitcoin is trading at approximately $80,000, a significant decline from its all-time high of $109,000 in January 2025. This 26% drop has sparked debate among investors: Is this a warning sign or a golden opportunity? Drawing on recent price action, market sentiment, historical trends, and Bitcoin's unshakable fundamentals, there's a robust case for buying Bitcoin at these levels. Here's why now could be the time to act. Is this a good time to buy BTC? A Natural Correction After a Historic Run Bitcoin's price surged to $109,000 on January 20, 2025, coinciding with Donald Trump's inauguration and a wave of pro-crypto optimism. This peak followed a bullish late 2024, when Trump's election victory and promises of deregulation propelled Bitcoin past the $100,000 milesto
Why Bitcoin at $80,000 Is a Compelling Buy for Investors
avatarJacob X
02-26

TSLA Technical & Valuation Analysis: A Cautious Bounce, Possibly Wait for Better Entry for Long-Term Bulls?

$Tesla Motors(TSLA)$  continues to captivate market participants—not only with its role as an innovation leader in the electric vehicle space but also through its dynamic technical and valuation metrics. Recent technical signals, alongside a review of historical valuation data, paint a complex picture that calls for both caution and opportunity. Short-term bullish, mid-term bearish? On the technical front, the daily Relative Strength Index (RSI) is signaling oversold conditions at around 28.87, a level that historically has been followed by a rebound within a few trading days.  TSLA daily RSI @ 28.87, suggesting oversold conditions However, the weekly RSI remains subdued at approximately 44.73, suggesting that while traders mig
TSLA Technical & Valuation Analysis: A Cautious Bounce, Possibly Wait for Better Entry for Long-Term Bulls?
avatarJacob X
02-25
avatarJacob X
02-18
avatarJacob X
02-18
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RBA Cuts Rate To 4.1pc In Line With Expectations

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