テンプル大学ジャパンキャンパス

おひさしぶりです。

１１月に疲れて、ポートフォリオマネージメントを交代したっきりになっていました。
あの時以来、乱高下が続いているので、体力を非常に消耗しました。

あれから、一時休憩させてもらいました。

相変わらず、通常の平穏時の市場ではなく、信用リスクが市場動向に強く影響していますね～

信用リスクが高まると、株が下がり、円が買い戻され、円高になる、債権が買われる。
信用リスクが低くなると、株が少しずつ買い戻され、円が円安に触れだす、債権が売られ始める。。。
信用リスクと通常の市場のそれぞれの企業の持つリスクとのバランスがどうも、診難いのが特徴…

このながれは、当分続くんでしょうね。

よって、できるだけ低い価格での入札で、”座して待つ”

この戦術をとっていこう・・・

This is Joon.

I am busy simply due to Midterm examination.......

I am a student.......

I wanna finish it.......

I'll research companies which deserve investing......

I hate to OBEY the market.......

I need INTERNSHIP in finance industry.....

I know, finance industry is being TERRIBLE!!!! so that our portfolio is good.....

I need time for CMA or CFA now!

I am tired of Midterm!!!!

If you think you need an internship which continues for 3 month,

GIVE ME! lol

そんな、虫のいい話は無いか.... （笑）

I shall contact with all of the financial companies in TOKYO.

This is because I know ALL of THEM except for the ones which are ILLEGAL. LOL

I shall contribute !!!

kang_john_yaa@yahoo.co.jp
Joon

I strongly disagree to the rank at the right side.

Following is the ranking I believe in.

This is simply because this ranking was announced by Enjuku directly.

The reason why I did not buy any stock in this month is that there had not been any "TRUST"in the market.

Therefore, JUST I waited for the time when I SHOULD take a risk.

Why did I NOT buy only 10% of our budget in this month?

Simple, I am ALWAYS "modest" with the market.

The market is not a god but something I am supposed to follow.

P.S. Do NOT trust the ranking at the right side ! It is not the truth !!!!!!!!!!!!
Joon

順位 クラブ名 サブドメイン 総合ポイント
the ranking of our club is No1 in Tokyo Stock Exchange in terms of sum of the return a month May to the end of Sep.
1 テンプル大学 temple 27 Temple University Japan

2 同志社大学 will 20 Doshisya Univ
3 関西大学 kandai-syouken 16 Kansai Univ
3 専修大学 tamago 16 Sensyu Univ
5 早稲田大学 forward 15 Waseda Univ
6 電気通信大学 uec 13 Denki Tsushin Univ
7 大阪府立大学 mild 12 Osakafuritus Univ
8 大阪市立大学 kirari 11 Osakaichiritu Univ
8 横浜市立大学 clover-fund 11 Yokohamaichiritu Univ
10 立教大学 win 10 Rikkyo Univ
11 東北大学 ais 8 Tohoku Univ
12 東京大学 agents 7 Tokyo Univ
13 青山学院大学 a-fic 3 Aoyama Univ
14 慶応大学 spec 0 Keio Univ
15 國學院大學 kishu -1 Kokugakuin Univ
16 明治大学 breakouts -4 Meiji Univ
17 東海大学 answer -5 Tokai Univ
17 首都大学 cift -5 Syuto Univ
17 一橋大学 towaly -5 Hitotsubashi Univ

At first, I need to apologize for Enjuku corporation.
This is becasuse we have not yet uploaded our portfolio on our blog.

To begin with,
we bought Bridgestone and Mitsubishi Seishi.
This is because of low oil price.
The restriction on "shorting" lowered speculation according to news.
this is a kind of experiment.

By the way, can they be a cushion to Finance company stock???
These are typical "material" companies, which has power to negotiate in deal because of that restriction...
ahhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhh.....

Let me stop here regardless of the TRUTH.

I know! this sounds strange! I feel fear of making porfolio this month.
This is because we decided to be speculator more than investor this month!
We are confronting speculation, which does not always make sense!
Can you explain how Technical analysis works "Logically"????

I am being lazy.......
Joon

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

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 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".

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

SD holding.

In order to catch up with the top, I took a risk that should not have been taken by anyone....

It is my mistake. I missed selling at lower price.

Sorry.

Joon

バーナンキの口先介入。

どないしたら、ポートフォリオ組めるねんな。

interest rate あげれるもんなら、上げてみろ！

市場を荒らすな！

どないして、アメリカの証券会社、銀行、収益あげるねんな。
収益源なくなったから、商品市場にきてるんやんとちがうんか？

金利上がって、アメリカ景気をハンドルできるという、スタグフレーションの舵を切るなら切ってくれ。

はっきりしないから、どうしたらいいかわからん！

いいかげん、ウザイ。はっきりしろ！

それで、バーナンキが金融機関を救う、それをとうして、リアル経済を救う？

なに頭おかしい事いってるんや？
アメリカで、銀行、金貸しできるんか？証券会社本当に、収益上げれるんか？

金とにかくアメリカで貸しまくれってか？できんのか？　なぞや。　

それとも、なにか？最近のアメリカ住宅市場の新住宅着工指数が高くなっていることをそんなにも重要視してるんか？んで、そこで、同じように、デリヴァティブで稼げってか？

知る限りにおいては、銀行間金利はまだ高いままやぞ？銀行、証券会社同士、ぜんぜん信頼してないやん。

それとも、俺の頭がおかしいんか？　誰か、頭いい奴説明してくれ。頼む。降参や。

Speck　とか、　Agents　とか、　Fowardとか、ほかのどこのクラブでもいい、頭脳してる奴見たら、必ず連絡くれ。 マジ、議論しよう。

少なくとも、石油市場の一日おきの乱高下、株マップのシステム上着いていけん！

金利、金利、金利、金利！　だから、ドル円乱高下しとるやないか！！！！　分けわからん！

何とかしてくれ！！！　ふざけんな！　damn !

Joon

why foreigner is buying?

According to a site, foreigner is longing japanese stocks.....

What happened to them? What does this show to us?

This information is fake? My misunderstanding?

I dont know.

Joon

日付 ｺｰﾄﾞ 会社名 株数 買株価 売株価 現株価 注文金額 種別 注文変更
1 08/06/08 1503 住友石炭鉱業 70,000 133 0 133 9,310,000 買指値 変更 削除
2 08/06/08 5007 コスモ石油 20,000 442 0 444 8,840,000 買指値 変更 削除
3 08/06/08 7011 三菱重工業 15,000 0 583 582 8,745,000 売指値 変更 削除
4 08/06/08 6764 三洋電機 30,000 0 283 282 8,490,000 売指値 変更 削除
5 08/06/07 3315 三井鉱山 25,000 345 0 344 8,625,000 買指値 変更 削除
6 08/06/07 5008 東亜石油 50,000 163 0 165 8,150,000 買指値 変更 削除
7 08/06/07 7246 プレス工業 15,000 0 555 553 8,325,000 売指値 変更 削除
8 08/06/07 3726 ＳＤホールディングス 1,800 0 7,200 6,400 12,960,000 売指値 変更 削除
9 08/06/08 5009 富士興産 50,000 158 0 152 7,900,000 買指値 変更 削除
10 08/06/05 9983 ファーストリテイリング 100 0 10,600 10,420 1,060,000 売指値 変更 削除

I will be flexible as you can see above. Anyway, try.

Joon

FRB does not like inflation.

Therefore, he (B....) warned at commodity price. after that, no, since the end of the last month, the market is under speculation.

He disturbed the market! I dont like him.

I can not decide whether this is "signal" or "noise". However, what I can say is that I will be flexible as I said before.

Anyway, I can not catch up with this turbulence caused by him with kabumap system because I can not buy and sell in a day.

I really hate day trading. But, under this situation, it can not help.

Damn

Joon