-61,516 USD Welcome to the Era Where Both Stocks and GOLD Rise Together If You're Still Trading Only USD/JPY, You're Alr

-61,516 USD Welcome to the Era Where Both Stocks and GOLD Rise Together If You're Still Trading Only USD/JPY, You're Alr

26 4月 2026, 13:51
Masayuki Sakamoto
0
5

April 20 – April 24, 2026

Weekly Trading Results

📊 Weekly Realized P/L

-61,516 USD

This week clearly showed two very different sides:

the moments where profits expanded well,
and the moments where poor decisions caused everything to collapse.

What mattered most was not:

“What should I buy?”

but rather:

“What should I never trade against?”

That perspective made all the difference.

What Determined This Week’s Results

Winning Trades

GOLD (XAU/USD)

By simply following the flow of:

  • Rising equities
  • A softer U.S. dollar

we secured significant profits.

This was no longer the traditional:

“Buy GOLD because of geopolitical fear”

trade.

Instead, it became a market where:

GOLD was being bought because capital needed somewhere to go

That was the real structure.


CRUDE OIL

Supported by Middle East tensions,
oil maintained elevated levels.

Trend clarity was limited,
but trend-following trades produced stable profits.


US100 (NASDAQ) Long

The AI-driven rally continued,
and the uptrend remained extremely strong.

Whenever we simply stayed with the long side,
profits came naturally.


Losing Trades

US100 Short

This was the biggest mistake.

“It should fall soon.”

That countertrend mindset
created major losses.

Trying to short a strong uptrend is dangerous.

This week made that lesson very clear.


BTC and NZD

Entries against the dominant flow
quickly lost momentum.

In this market,

following strong momentum

matters far more than

trying to perfectly predict direction.


What Was Really Happening

The unusual part was:

Stocks Rising + GOLD Rising at the Same Time

Normally:

Stocks rise

Safe-haven GOLD falls

That is the usual structure.

But this time was different.


NASDAQ

Driven by the AI boom,
continuous buying kept equities extremely strong.


GOLD

As the U.S. dollar softened,
capital also flowed into GOLD.

At the same time,
it functioned as a destination for large institutional money.


U.S. Dollar

Bought during geopolitical fear,
but structurally heavy overall.


This created a rare environment:

Risk-on, yet GOLD remained strong

Those who understood this
performed very differently from those who did not.


The Real Driver in FX It Is Not the Dollar It Is the Japanese Yen

Looking at USD/JPY rising this week and saying:

“The dollar is strong”

is dangerous.

That is not the real story.

The actual structure was:

  • U.S. Dollar → slightly weak
  • Japanese Yen → extremely weak

That is the true picture.

So:

USD/JPY rising ≠ USD strength

Instead:

USD/JPY rising = Yen weakness driving the move

That is the correct interpretation.

This is no longer a market where you watch the dollar.

This is a market where you watch the weakness of the yen

Miss that,
and your entire strategy becomes distorted.


Strongest and Weakest Currencies

This Week’s Ranking

Strongest

  • Australian Dollar
  • British Pound
  • New Zealand Dollar

Especially the Australian Dollar remains extremely strong.

Depending on Australian CPI,
further acceleration higher is possible.

NZD also remains one of the currencies
that benefits the most from renewed risk-on sentiment.


Weakest

Japanese Yen
  • BOJ remains cautious
  • Equities are strong
  • Yen carry trade is returning

These three factors make continued yen selling very clear.

JPY is currently the weakest major currency.


Markets Worth Watching

USD/JPY

Rallied toward the upper 159s.

But near 160:

  • intervention concerns increase sharply
  • upside momentum becomes limited

Strong,
but unable to break.

A very difficult market.


AUD / NZD

These are the real opportunities right now.

  • AUD/USD
  • NZD/USD
  • AUD/JPY
  • NZD/JPY

These offer the clearest edge.

Far better opportunities
than forcing trades in USD/JPY.


GOLD

Current GOLD strength is not simply:

“geopolitical buying”

Instead, the real drivers are:

  • Rising equities
  • Dollar weakness
  • Capital inflows

Judging GOLD only through geopolitics
can easily lead to mistakes.


April 28 – May 1 Next Major Battle Zone

Extremely important events are concentrated here:

  • April 28 → BOJ Meeting
  • April 29 → FOMC
  • April 30 → ECB
  • April 30 → BOE

These events could completely shift market direction.


Next Week’s Strategy

The priorities are very clear.


① Continued Yen Selling

If BOJ remains cautious,
this trend continues.


② Buy AUD and NZD

These remain the cleanest currencies to trade.

They are the primary focus.


③ Follow the Flow in GOLD

Do not force dip-buying.

Simply stay with the strongest direction.


④ No Countertrend Shorts on NASDAQ

This is still not a market to sell.

This is extremely important.


Final Thoughts

This is not a market for prediction.

This is a market for selection.

Not:

“What should I buy?”

but:

“What should I never fight against?”

That is everything.

Buy strength.
Sell weakness.

That is all.

Do not overcomplicate it.

If you identify the real leader,
profits tend to follow naturally.


Afterword: Hunger Sharpens Judgment

Watching this week’s market reminded me of something important.

That is:

“When people are constantly full, they become dull.”

In trading and in life,
people with a little space—
a little controlled emptiness—
tend to be stronger.

One topic that continues to attract attention in health science is:

Intermittent Fasting

This is not simply about dieting.

By intentionally creating periods without food,
it may improve:

  • Blood sugar stability
  • Insulin sensitivity
  • Concentration
  • Inflammation reduction
  • Cardiovascular health

and much more.

The most famous version is:

16 hours fasting, 8 hours eating

The well-known 16/8 method.

What is interesting is how similar this is to trading.

People who always hold positions
tend to create unnecessary losses.

People who always feel the need to act
often miss the most important opportunities.

The people who truly win are:

People who can wait

The courage not to enter.
The decision to do nothing.
The calmness to let a trade go.

These are often the strongest weapons for protecting profits.

The same applies to food.

Instead of constantly eating,
creating the right amount of hunger
helps the body function better.

Markets work the same way.

Instead of constantly fighting,
waiting at the right time
often produces better results.

Not rushing to force growth—

but preparing,
and striking when it matters.

Next week as well,

instead of forcing more trades,

I want to be the kind of trader
who can wait for:

“This is the one.”