StockForum Journal
Notes and analysis on stocks and macro markets.
Updated 2026-06-04
The local elections are over, and one can no longer deny that real estate is rising again. To the extent that the President's statement about not calculating votes seems meaningless, the National Assembly and the Execut…
Updated 2024-01-02
Summary Berkshire is an Apple investment with a cash safety net. Berkshire's high proportion of cash is also not a bad situation considering the interest on government bonds. Due to the sluggish manufacturing PMI, there…
Updated 2023-10-16
Summary In early 2020, Ray Dalio's stance, which said "cash is trash," changed. Cash is viewed as attractive. Ray Dalio says that the attractiveness of cash is judged through relative comparison with the direction and l…
Updated 2023-10-11
Summary Ray Dalio believes that the United States is moving toward a conflict close to civil war due to the impeachment of Kevin McCarthy. Many things that have happened in history are largely related to five types, and…
Updated 2023-09-07
summation Apple (AAPL) is designated as one of the six major "gatekeeper" companies that dominate the overall online service industry in the EU. Although the detailed implementation plan of the bill is not known, it is…
