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The creator discusses how Japan's historical monetary policy of borrowing cheaply and investing in apprecia...

The creator discusses how Japan's historical monetary policy of borrowing cheaply and investing in appreciating US stocks may lead to market volatility. With the Bank of Japan hiking rates and the US Fed maintaining high rates to combat inflation, the creator suggests that borrowed money will become expensive, forcing investors to sell US stocks. The creator's strategy is to keep a cash reserve and dollar-cost average into the market if it drops.

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SPLSNeutralMedium ConvictionSignal-backedSecondary

The creator suggests that US stocks may face selling pressure due to rising borrowing costs in Japan and continued high US interest rates, but notes that much of this is already priced in.

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