The speaker discusses market outlook and trends, emphasizing the recent weakening in stock prices. They mention technical indicators, potential strategies, and upcoming economic events. They highlight a preference for stocks not directly linked to the Nikkei average and discuss their current stock holdings.
Here are the key facts extracted from the text:
1. The speaker discusses the current market outlook and suggests it's a good time to prepare for a year-end rally.
2. The speaker mentions a prediction of the stock price stopping at around 2,000 yen.
3. The speaker notes the presence of yang and yin lines in the stock market throughout the week.
4. Stock prices have been weak, and there has been a strong decline in trading volume.
5. There's a mention of a 3-month consecutive negative line in the stock market.
6. Concerns about the relationship between the New York Dow and interest rates are raised.
7. The speaker discusses various economic factors affecting the market, including the price of crude oil, inflation, and monetary policy.
8. Technical analysis is used to assess market trends, including moving average lines.
9. The speaker plans to watch various economic indicators in the coming week, such as PMI data, ISM manufacturing, and employment statistics.
10. The speaker is considering different trading strategies, including non-correlated stocks and potential short selling.
11. A list of specific stocks that the speaker has purchased or is considering is provided.
12. The speaker mentions selling at around 100% for some of the stocks held.
These facts summarize the main points in the text without including opinions or interpretations.