![](https://cdn.discordapp.com/avatars/323605513927524353/f50e12eb2a08046530584bcebf6ccc84.png)
15-Nov-19 04:46 PM
![](https://cdn.discordapp.com/avatars/323605513927524353/f50e12eb2a08046530584bcebf6ccc84.png)
15-Nov-19 05:18 PM
過去の傾向をみると、利下げをやめつつも株価が上昇方向な時はしばらく好調が続いたよと言っているのが一枚目のスライドです。
セクターとしてもディフェンシブな方からオフェンシブな方が優位になってるって。
![](https://cdn.discordapp.com/avatars/405169171177930753/6aafa6b20f953c0ff294bca082d3c2fe.png)
15-Nov-19 05:21 PM
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15-Nov-19 05:22 PM
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15-Nov-19 05:22 PM
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15-Nov-19 05:23 PM
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15-Nov-19 05:26 PM
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15-Nov-19 05:26 PM
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15-Nov-19 05:28 PM
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15-Nov-19 05:28 PM
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15-Nov-19 05:29 PM
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15-Nov-19 05:29 PM
![](https://cdn.discordapp.com/avatars/405169171177930753/6aafa6b20f953c0ff294bca082d3c2fe.png)
15-Nov-19 05:30 PM
![](https://cdn.discordapp.com/avatars/323605513927524353/f50e12eb2a08046530584bcebf6ccc84.png)
15-Nov-19 05:32 PM
![](https://blockchaindex.net/wp-content/uploads/cocoon-resources/blog-card-cache/ca54baf00a6d12bef5b3a6d58cbab2e5.jpg)
(edited)
![](https://cdn.discordapp.com/avatars/323605513927524353/f50e12eb2a08046530584bcebf6ccc84.png)
15-Nov-19 05:44 PM
(edited)
![](https://cdn.discordapp.com/avatars/405169171177930753/6aafa6b20f953c0ff294bca082d3c2fe.png)
15-Nov-19 05:46 PM
![](https://cdn.discordapp.com/avatars/323605513927524353/f50e12eb2a08046530584bcebf6ccc84.png)
15-Nov-19 05:46 PM
![](https://cdn.discordapp.com/avatars/405169171177930753/6aafa6b20f953c0ff294bca082d3c2fe.png)
15-Nov-19 05:47 PM
![](https://cdn.discordapp.com/avatars/323605513927524353/f50e12eb2a08046530584bcebf6ccc84.png)
15-Nov-19 05:48 PM
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15-Nov-19 05:48 PM
![](https://cdn.discordapp.com/avatars/323605513927524353/f50e12eb2a08046530584bcebf6ccc84.png)
15-Nov-19 05:50 PM
(edited)
![](https://cdn.discordapp.com/avatars/405169171177930753/6aafa6b20f953c0ff294bca082d3c2fe.png)
15-Nov-19 05:51 PM
![](https://cdn.discordapp.com/avatars/323605513927524353/f50e12eb2a08046530584bcebf6ccc84.png)
15-Nov-19 05:51 PM
![](https://cdn.discordapp.com/avatars/405169171177930753/6aafa6b20f953c0ff294bca082d3c2fe.png)
15-Nov-19 05:51 PM
![](https://cdn.discordapp.com/avatars/323605513927524353/f50e12eb2a08046530584bcebf6ccc84.png)
15-Nov-19 05:52 PM
![](https://cdn.discordapp.com/avatars/405169171177930753/6aafa6b20f953c0ff294bca082d3c2fe.png)
15-Nov-19 05:52 PM
![](https://cdn.discordapp.com/avatars/323605513927524353/f50e12eb2a08046530584bcebf6ccc84.png)
15-Nov-19 05:53 PM
![](https://cdn.discordapp.com/avatars/405169171177930753/6aafa6b20f953c0ff294bca082d3c2fe.png)
15-Nov-19 05:53 PM
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15-Nov-19 05:54 PM
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15-Nov-19 05:54 PM
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15-Nov-19 05:54 PM
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15-Nov-19 05:55 PM
![](https://cdn.discordapp.com/avatars/323605513927524353/f50e12eb2a08046530584bcebf6ccc84.png)
15-Nov-19 05:55 PM
![](https://cdn.discordapp.com/avatars/405169171177930753/6aafa6b20f953c0ff294bca082d3c2fe.png)
15-Nov-19 05:55 PM
![](https://cdn.discordapp.com/avatars/323605513927524353/f50e12eb2a08046530584bcebf6ccc84.png)
15-Nov-19 05:55 PM
![](https://cdn.discordapp.com/avatars/267893712401596418/8a1c0a043af479d8428b6c6f0e06d184.png)
15-Nov-19 05:55 PM
![](https://cdn.discordapp.com/avatars/405169171177930753/6aafa6b20f953c0ff294bca082d3c2fe.png)
15-Nov-19 05:55 PM
![](https://cdn.discordapp.com/avatars/323605513927524353/f50e12eb2a08046530584bcebf6ccc84.png)
15-Nov-19 05:56 PM
![](https://cdn.discordapp.com/avatars/405169171177930753/6aafa6b20f953c0ff294bca082d3c2fe.png)
15-Nov-19 05:56 PM
![](https://cdn.discordapp.com/avatars/323605513927524353/f50e12eb2a08046530584bcebf6ccc84.png)
15-Nov-19 05:58 PM
![](https://cdn.discordapp.com/avatars/405169171177930753/6aafa6b20f953c0ff294bca082d3c2fe.png)
15-Nov-19 06:01 PM
![](https://cdn.discordapp.com/avatars/323605513927524353/f50e12eb2a08046530584bcebf6ccc84.png)
15-Nov-19 06:02 PM
![](https://cdn.discordapp.com/avatars/405169171177930753/6aafa6b20f953c0ff294bca082d3c2fe.png)
15-Nov-19 06:02 PM
![](https://cdn.discordapp.com/avatars/323605513927524353/f50e12eb2a08046530584bcebf6ccc84.png)
15-Nov-19 06:04 PM
そのコントロールに、準備金として持っているお金と債券・株の交換を使っているというだけのはずなんだけど…
(edited)
![](https://cdn.discordapp.com/avatars/267893712401596418/8a1c0a043af479d8428b6c6f0e06d184.png)
15-Nov-19 06:04 PM
![](https://cdn.discordapp.com/avatars/323605513927524353/f50e12eb2a08046530584bcebf6ccc84.png)
15-Nov-19 06:05 PM
![🙆 🙆](https://twemoji.maxcdn.com/2/72x72/1f646.png)
1
でも、さっきのグラフ、もう一回貼るけど
(edited)
(edited)
(edited)
![](https://cdn.discordapp.com/avatars/323605513927524353/f50e12eb2a08046530584bcebf6ccc84.png)
15-Nov-19 06:36 PM
![](https://cdn.discordapp.com/avatars/474877756233089025/e791a5412305183efde3aa055ab62137.png)
15-Nov-19 06:56 PM
エネルギーが高騰すると経済活動によろしくないよねってことなのかな
![](https://cdn.discordapp.com/avatars/487947694883602462/e1f62607bd95d2cd2bf0e3ba8876a5f9.png)
15-Nov-19 07:00 PM
![](https://cdn.discordapp.com/avatars/323605513927524353/f50e12eb2a08046530584bcebf6ccc84.png)
15-Nov-19 07:02 PM
![](https://cdn.discordapp.com/avatars/405169171177930753/6aafa6b20f953c0ff294bca082d3c2fe.png)
15-Nov-19 07:09 PM
![](https://cdn.discordapp.com/avatars/323605513927524353/f50e12eb2a08046530584bcebf6ccc84.png)
15-Nov-19 07:11 PM
![](https://cdn.discordapp.com/avatars/487947694883602462/e1f62607bd95d2cd2bf0e3ba8876a5f9.png)
15-Nov-19 07:11 PM
![▽ ▽](https://twemoji.maxcdn.com/2/72x72/25bd.png)
![](https://cdn.discordapp.com/avatars/323605513927524353/f50e12eb2a08046530584bcebf6ccc84.png)
15-Nov-19 07:12 PM
(edited)
![](https://cdn.discordapp.com/avatars/405169171177930753/6aafa6b20f953c0ff294bca082d3c2fe.png)
15-Nov-19 07:16 PM
![](https://cdn.discordapp.com/avatars/558451882293592077/782cda050b1d67c8b38d84b4419b8990.png)
15-Nov-19 07:16 PM
ランキングはこちら
(edited)
![](https://cdn.discordapp.com/avatars/399157731891740682/6c91864e926dbd599dd6716ded9cf3b9.png)
15-Nov-19 07:16 PM
https://t.co/AsY7k8ciJk
フゼスタンで220億バレルの埋蔵量が見込まれる油田が見つかった。新たな発見により、カナダを抜いてベネズエラ、サウジアラビア…
![](https://abs.twimg.com/icons/apple-touch-icon-192x192.png)
Twitter
![](https://cdn.discordapp.com/avatars/558451882293592077/782cda050b1d67c8b38d84b4419b8990.png)
15-Nov-19 07:17 PM
![](https://cdn.discordapp.com/avatars/323605513927524353/f50e12eb2a08046530584bcebf6ccc84.png)
15-Nov-19 07:19 PM
(edited)
![](https://cdn.discordapp.com/avatars/474877756233089025/e791a5412305183efde3aa055ab62137.png)
15-Nov-19 07:23 PM
![](https://cdn.discordapp.com/avatars/487947694883602462/e1f62607bd95d2cd2bf0e3ba8876a5f9.png)
15-Nov-19 07:24 PM
![](https://cdn.discordapp.com/avatars/323605513927524353/f50e12eb2a08046530584bcebf6ccc84.png)
15-Nov-19 07:25 PM
(edited)
これはJPMorganAMの視点だから鵜呑みにする必要はないけど、こういうの普段から見ておくとニュース見ても混乱しないからいいと思います。
ではでは。
(edited)