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The OECD's main economic indicator is supposed to predict GDP — but how far ahead is it really?
Turns out, it leads actual GDP by about 3 months (correlation 0.74). Far less than the year some folks think 😅
$macro $gdp $economy
Started the day with work, then heading out again for a meeting about subsidies. Going near my old office in Shinjuku—kinda nostalgic. Haven't been around the Tokyo Metropolitan Government area lately, so it's been a while. Hope I can spend the whole day smiling! ٩(^‿^)۶ Woo
Today only: USD/JPY crashed to 161! Jobs report & intervention guide available now.
Finally!
After intervention fears, the dollar/yen rally reversed hard—now sitting at 161 yen.
Biggest event of the month: the jobs report drops soon.
▼ Grab the guide from my profil
Tonight’s US market ⚡️
The real focus isn’t the jobs report itself—it’s how semiconductors bounce back after.
June payrolls missed big (+57K), but unemployment dipped to 4.2%. Slower hiring eases rate-hike fears, but it’s not quite a recession signal.
Real story
USD/JPY hit 162.43, so I moved my sell stop loss down to 161.43, one yen lower. It's already at a 40-year high, and no intervention in sight, huh? 😅 Well, my dollar assets keep growing, so I'm good 🤣
Rakuten Japan stock 4.3x bull is slowly creeping up, but I'm just watching for now… hoping for a big spike soon ⤴️
Thinking about cashing out WCM to use as averaging-down funds 💴
$MU is #1 on @IBDinvestors' Top 50 list right now 🚀
People are calling it the next Nvidia in this tech cycle.
Just printed a perfect reversal candle off the rising 20-day EMA. Textbook setup.
Conservative targets: $1400–$1500 based on PEG ratios and steady accumulatio