[Today's Market] March 9 │ First Post | Market Overview and Investor Perspective

Starting today, I will begin posting market updates on Gogojan.

I have been investing in stocks for over 10 years, and I have grown my own capital more than tenfold.

I am not a critic, but an investor who actually commits funds to the market.

There is a flood of market news and catalysts in the world,
but surprisingly, there is relatively little information that helps in actual investment decisions.

In this post, while organizing the day's market movement,
I will share the perspective of how I view the market as an investor.

◆ Today's Market Summary

Today's Tokyo market saw broad selling across many stocks right from the opening.

The Nikkei Stock Average closed down 2,892 points at 52,728.

During the session, it briefly fell as much as about 4,200 points, making it a historically sharp decline for the day.

In the previous day, both the Dow and Nasdaq in the U.S. fell.
Furthermore, with WTI crude oil futures breaking above $110 per barrel, inflation concerns resurfaced and geopolitical risk was on investors' minds.

In Tokyo, following this trend, selling was dominant from the open.
Not only the Nikkei but the TOPIX and the Growth 250 index also fell sharply, resulting in almost all indices being down.

There was some buying back toward the close, but overall the market showed a strong risk-averse tone for the day.

The current U.S. market is also down in after-hours trading, suggesting short-term volatility may continue.

The backdrop to this decline is the intensification of Middle East tensions.
If the view grows that military tensions will be prolonged, inflation concerns will be reignited through higher oil prices, weighing on the stock market.

In such a phase, one naturally thinks, "Is this a dip to buy?"

However, markets with geopolitical risk tend to be volatile, and accurately calling a short-term bottom is not easy.

Typically, a genuine market reversal occurs after negative catalysts have run their course.
Especially with themes like war, funds tend to return once a clear trend toward resolution or ceasefire emerges.

First, we should watch how the situation converges toward that point.

◆ Investor Notes

The outlook for the United States and Iran is currently unpredictable.

With a single comment from President Trump capable of swinging the market in either direction, it is hard to take courageous investing actions.

I believe the first step is to evaluate when the Middle East situation begins to calm down.

In a sharp decline, the psychology of “I must act” can take hold, but in markets, doing nothing can be the best decision in some cases.

First, as the market settles, it seems prudent to identify the next flow of funds.

Going forward, this series will
not only organize daily market movements but also

present the perspective of how I view the market as an investor

as its core focus.

I will not only organize news but also
deliver perspectives that are useful for actual investment decisions.