Kanagawa residents sometimes have Hungry Tiger symptoms.
I was impressed by the restaurant's revival during Corona after it had closed a while ago. The sound of the sizzling gravy, the smoke, the smell, my body remembers it with all five senses.
Now, do you have any investment ideas?
It's an environment that's not going up in a straight line.
What I'm thinking is a long-short position.
I want to create a spread between bank stocks and the Nikkei 225.
The dividend yield of banks is 3-5%.
Bank ETFs and the Nikkei 225:
Bank stocks are at a long-term turning point.
I think the traditional spread is likely to widen. I'm looking for an opportunity for the spreads to narrow.
Other Financials in Red vs Nikkei and Banks:
Insurance companies will benefit as well. There are no ETFs that invest only in insurance companies. Other financials, 1632JP would include leasing, brokerage firms, and exchanges, so they cannot be substituted.
Members of Other Fin:
It is easy to go long the dollar, but not for shorting the dollar.
Because it doesn't carry a 3.6% income. Can't go short without a strong spark.
