【【26-year limited】March 12th (Thu)】Stock Talk AI・Professional・Master Private Credit Problem
Hello, this is Sakaguchi from Stock Talk.
The weekly charts of representative U.S. and Japanese financials and software stocks both suggest “a deterioration of medium-term trends” or “an entry into a strong downtrend.”
It is natural to view this not as noise from temporary geopolitical events, but as the market pricing in a deterioration of fundamentals, such as changes in the financial system and sector structure.
Currently, we are in a stage where extreme caution is warranted for bottom-fishing (buying on dips).
【Deep Market Risk: Transmission Paths to Private Credit and Financial/Tech Stocks】
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