テンプル大学ジャパンキャンパス

Rakuten is the next target in Jasdaq.

This company is one of the biggest Internet Companies in Japan.

As people will not travel or spend money outside of money, they have spare time in their house with Internet.

This may push up Rakuten revenue.

Rakuten's stock recently is increasing. That is why investors evaluate this company psychologically.

To be honest, I can not understand security or bank company have been highly priced recently.

I hate to depend "only" on "Market psychological power". Therefore, I will not long finance industry.

Joon

This is our portfolio in August.

素材株s is better than 資源株s or something else.

This is because they can earn money when materials can be bought cheap and their products can be sold expensive. Why does this happen in this month?

Thanks for decreasing materials prices and consumer companies attitude for inflation, 素材株 companies has been recently allowed to re-set up their price against inflation. Fortunately, oil price is lowing after the change of their environment.

Thererfore, 中外製薬、王子製紙 were picked.

The reason why I longed 国際石油帝国ホールディング is that this is for diversification of risk. Furthermore, this company has earn quite huge money under oil bubble. Which permit it to predict their financial statement is "good" next quarter.

Joon

I have waited for the best chance to long stocks.....

However, I have never seen the symptom which may or will push up the stock price in this month.

American economy is getting worse and worse while Japanese government admit that the growth of economy in Japan have already stopped.
This is my source;
http://jp.reuters.com/article/topNews/idJPJAPAN-33137520080807,

furthermore, http://www.nikkei.co.jp/news/keizai/20080808AT3S0702107082008.html

What should I do so as to win the game? Do you have an idea???

As long as people look on the dark side of American economy, Tokyo Stock Exchange is negatively influenced so much. I can not believe that any main trend vanished since commodity prices decrease recently under stagflation....

Does this show that I dont have to worry about stagflation over the globe?

Definitely, Not!
This is because every company try to adjust their business to inflation, which gives commodity companies the ability to negotiate with manufacture companies..... This means that every person take high "inflation" for granted. This bubble inflation absolutely exposes ourselves under "chaos".

I wish this chaos diminishs in a minute... At the same time, it is dependent on governments, which are able to fight with global investment companies.......

Joon
Anyways, I have no negative word regardless of my logic as long as we are winning....

Honestly speaking,

I am so tired that I want to bed.

I am NOT English native speaker so that I need to spend a time or make tons of effort to memorize English.

I can not miss reading. Therefore, I am always close to being stressed out! I has been irritated and defintely visit a jim in order to SWIM!

However, my English is coming. This makes me not only happy but also able to analyze Japanese Economy more accurately.

This is because the more able I am to read English the less time I do spoil. This enables me to spare my time and effort to manage our portfolio.

Acturally, even if I am in charge of portfolio management everyday, I have not paid attention to our portfolio at all. No one can but Enjuku corporation compels me to waste my time for final tests as long as my portfolio is around the top of Enjuku race.

I will do my best to edit and add this blog as much as I can. I want to contribute Enjuku.

Good Night.
Joon

I [Joon] bought this stock.

This was my fault to long.

At the end of July, oil price was going up in some days. Therefore, this stock is highly related to oil prices positively.

Hence, this stock was chosen.

To be honest, this company estimated its profit would be better than the pre-estimation. This implies that this stock is underevaluated.

Furthermore, the manufacture companies or retail companies are going to heaving their prices. This means that the oil companies can provide their oil more easily as much as they wish. This price up enables the oil buyers to acquire larger amount of cushion to the price change.

Although it seems that the market predicts the oil price down, Enjuku investment race persuades me to think of investment in a month.

Sorry, my saying is not easy to understand. Today. This is because I am exhausted after final test. Forgive me. Please. ね

Joon

I took a risk by investing the rest of our budget on 素材株 rather than 資源株.

Many companies had tried to set a new price on their product because of raw materials price increasing.

However, in these days, many companies began to raise their prices cooperatively.

This is why I chose 素材株.

The reason why I did not pick 資源株 is that FOMC statements clearly welcome inflation through the commodity prices. This caused commodities' prices move at random. This shows that we had better not invest our virtual money on 資源株.

Actually, I hate "too much of risk".

This is our portfolio which invested on Natural recources mainly.

We will not move because of too high volatility in the Tokyo market.

Geee

Joon

I need to think "I have strong will" in order to calm down myself in investing.

If you think of me not so, please tell me.

Joon

both highprice oil and weak dollar gave us the prize in May.

However, even when oil price is high, dollar will not come back to be weak.

Therefore, Japanese economy will be driven by the export companies while it will be damaged by import companies like the oil ones or non-universal companies through the decrease of real wealth of consumers.

That is why I changed my portfolio.

Joon