日経225オプション裸買投資戦記 – Nikkei 225 Naked Option Warfare

Power demand should be rising, yet it isn’t — what do macro indicators really tell us? transcript #225NOW #Yaho #225NOW #Yaho

電力需要は増えるはずが思ったほど増えない──マクロ指標の違和感は何を語る？ My Model click⁠ #225NOW #Yaho

We want to believe that this beast of rising stocks will continue to hold up the world. transcript #225NOW #Yaho

株高という怪物が世界を支えつづけてくれると思いたい。 My Model click⁠ #225NOW #Yaho

"Inflation erodes daily life, eroded life weakens public order, and the market turns to defense." transcript #225NOW #Yaho

インフレは生活を蝕み、生活は治安を崩し、市場は防衛に傾く。 My Model click⁠ #225NOW #Yaho

NVIDIA’s ¥15 trillion investment in OpenAI marks a new phase in U.S.-led AI infrastructure development. Meanwhile, Japan and the U.S. standing together on the Palestine recognition issue signals a deepening political alliance. Together, these factors may bring far greater benefits to Japanese equities than many expect. transcript #225NOW #Yaho

エヌビディアによるOpenAIへの15兆円投資は、AIインフラ構築をめぐる米国主導連合の象徴。同時にパレスチナ国家承認をめぐる日米の共同行動が、政治的な結束を強調。その文脈の中で、日本が受ける恩恵は想像以上か。 ⁠⁠My Model click⁠ #225NOW #Yaho

The Bank of Japan’s so-called exit plan would take a century to complete. With daily sales amounting to only 300 shares per stock, the move looks more symbolic than impactful. Could this “non-exit exit” actually support the Nikkei rally? My Model click #225NOW #Yaho

形式上は出口戦略、しかし規模は日次300株レベル。“売る気のない売却”は、むしろ安心材料としてラリーを支えるのか。 ⁠My Model click #225NOW #Yaho

With AI growth expectations and global uncertainty driving capital into Japan, the Nikkei now confronts the critical PER 18 level. EPS recovery will determine if the rally can carry further. My Model click #225NOW #Yaho

AI成長への期待と、不透明な世界情勢のなかで資金が集まる日本市場。PER18倍の壁を前に、EPS回復がどこまで続くのかが焦点となる。 My Model click #225NOW #Yaho

Numbers suggest prosperity, yet the world grows ever more tense, stripped of margin. What lies behind this divergence? My Model click #225NOW #Yaho

数字は繁栄を示す。しかし世界は緊張を深め、余裕なき状態。この乖離の裏の背景は何か。 ⁠My Model click #225NOW #Yaho

On the surface, markets remain strong. But beneath that strength, long-standing assumptions such as “low interest rates” and “international cooperation” are breaking down one after another. The subprime auto loan issue may be just one piece of a structural transformation worth 100 trillion yen . My Model click #225NOW #Yaho

表面的には堅調な相場。その裏では「低金利」や「国際協調」など、これまでの前提条件が次々と崩壊。自動車サブプライム問題は100兆円級の構造転換の1つにすぎないか。 My Model click #225NOW #Yaho

Tensions between Poland and Russia, Middle East escalation by the Israeli military, and domestic division in the U.S. following the shooting of a conservative activist — the surge in gold may be signaling a “decentralized military conflict risk.” https://medium.com/@225now #225NOW #Yaho

ポーランド・ロシアの緊張、イスラエル軍による中東の緊迫、保守派銃撃による米国内分断──金高騰は“分散型軍事衝突リスク”を示唆？ https://note.com/225now #225NOW #Yaho

総裁選ムードとEPS回復基調。二つの力が交錯する中、PER18倍の壁をどう突破するのか。 https://note.com/225now #225NOW #Yaho

With election momentum and recovering earnings,the Nikkei stands at a critical threshold:can it truly break past the 18x PER wall? https://medium.com/@225now #225NOW #Yaho

While the spotlight shines on Koizumi and Takaichi, the realistic favorite is Motegi, with Akazawa as the unexpected card. https://medium.com/@225now #225NOW #Yaho

華やかな注目は小泉氏・高市氏に集まるが、現実的な本命は茂木氏、意外性のカードは赤沢氏。 https://note.com/225now #225NOW #Yaho

AI boosts individuals, but organizational productivity remains uncertain. The true winners may still be outside the stock market. https://medium.com/@225now #225NOW #Yaho

個人の生産性は飛躍的に高まる一方で、組織の生産性向上は本当か？本当の勝ち組はまだ株式市場には現れていないのかもしれない。 https://note.com/225now #225NOW #Yaho

Stagflation fears are back. Gold and equities are both rising — but they may be telling different stories. midium #225NOW #Yaho