予想は当たらないんですが… #shorts #井村俊哉 #投資家

Who is right? That person's success was purely coincidental, that's just how the world works. If you have time to think about something nobody can predict, you'd be far better off reading financial statements, so it's generally better not to think about it. Do n't think about the stock market trends in 2022. That's the point.

But based on that premise, we make forecasts. We're not going to be right, but we're moving from the long-standing monetary easing to tightening. What happens then? Interest rates will rise. And the rate at which interest rates are rising is getting quite steep these days. With inflation progressing, mainly driven by energy prices, there's only

one way to stop inflation: increase tensions, which means interest rates will have to be raised. When that happens, we'll see a reduction in the PR of stocks that were recognized for their valuations.