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慶應東大早稲田一橋横浜市立首都大阪市立青学國學院明治東海電通大関西大阪府立同志社テンプル専修東北立教



Oour portfolio was attacted directly by "oil price down" !!!

The last Thursday, I felt quite strange and said so to Mike at a conference though I dont know or will not mention "why" here but.

I hope that this price-down of future oil is "noise" rather than "signal",

The specified our portfolio is to oil, the weaker ours is to the price-down of it.

If tomorrow, that is, this week thurthday, the future oil price goes down, we have got to sell out our portfolio without exception. At the same time, I appreciate my collegue opinion, though.

As long as I see, the oil price will plunge in a couple of days.

What do you think, guys??? I want your comments, guys. If you are willing to talk about that, please email me directly.

According to Warren Buffette, what invester needs to know is ""patience"". What does his saying mention in this case? (大泣)

Joon





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