※Translated with Notion AI. (Plus version)

On 5/18, a person who would absolutely not appear in the Japanese media made a transmission that ordinary people could not see on blogs and SNS in Major Fund Trader, “It was fun during the investment banking era” (click), and we received many comments.

First of all, I would like to express my gratitude for the many responses.

 

The next day, when I delivered the opinion of an economist from a certain foreign financial institution, I suddenly received a phone call from him,

“I agree with that article. I’ll talk a little bit more about it. I don’t expect anything from the Japanese media, but I would be happy if ordinary investors can understand the professional perspective without being deceived by the operators.”

He contacted me.

 

Immediately, I held a web meeting.

He talked a lot about “waking up with coffee“.

Question: What part of the article: The media is full of “weather vanes”: Logic is the most important (click) did you agree with?

Answer: The part where “Also, it’s a view that never comes out in the Japanese media, but among foreign investors, it’s starting to be discussed that China’s movements could affect the dollar-yen”.

It is a frank impression that the economist that Seren interviewed, which professional of which financial institution he belongs to, “Finally, a professional who mentions it” has come out. A proper perspective.

Not only in my fund, but also in major funds, it is already one of the common investment analyses.

 

Question: Please tell me specifically?

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