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

While high stock prices create a sense of security, supporting households and consumption… https://note.com/225now #225NOW #Yaho

株高が安心感を生み、家計と消費を下支えする一方で... https://note.com/225now #225NOW #Yaho

When AI takes jobs, what remains are the foundations that keep society running, the creative arenas individuals carve out, and presence roles where simply being there holds value. https://note.com/225now/membership/join #225NOW #Yaho

AIが奪う仕事の先に残るのは、社会を支える基盤、個人が切り拓く創造の場、そして“いるだけで価値”を生む存在雇用だ。 https://note.com/225now/membership/join #225NOW #Yaho

Large caps center on copper, water, and semiconductors, while growth pivots toward the AI-driven creator economy. Beneath the quiet correction, capital flows are beginning to move. ⁠⁠⁠⁠⁠https://note.com/225now/membership/join⁠⁠⁠⁠⁠⁠⁠ #225NOW #Yaho

大型は銅・水・半導体、グロースはAIが拓くクリエイターエコノミーへ。静かな調整の裏で資金フローは動き始めている。 https://note.com/225now/membership/join⁠⁠⁠⁠⁠⁠⁠ #225NOW #Yaho

It’s not just about returns — it’s about being indispensable. In a chaotic world, Japanese stocks are beginning to reveal their true, intrinsic value. ⁠⁠⁠⁠https://note.com/225now/membership/join⁠⁠⁠⁠⁠⁠ #225NOW #Yaho

収益率よりも「なくてはならない存在」かどうか。混沌の世界で、日本株はその本質的価値を見せ始めている。 ⁠⁠⁠⁠https://note.com/225now/membership/join⁠⁠⁠⁠⁠⁠ #225NOW #Yaho

Beyond tax distortions — a perspective for uncovering the true performance of companies. ⁠⁠⁠https://note.com/225now/membership/join⁠⁠⁠⁠⁠⁠ #225NOW #Yaho

税操作を超えて、企業の本質的な業績を見極める視点。 ⁠⁠⁠https://note.com/225now/membership/join⁠⁠⁠⁠⁠ #225NOW #Yaho

With an “Alaska Agreement” possibly near and rate-cut expectations rising, markets are shifting into optimism. ⁠⁠⁠⁠https://note.com/225now/membership/join⁠⁠⁠⁠⁠ #225NOW #Yaho

アラスカ合意間近と利下げ期待が同時進行、マーケットは楽観モードへ。 ⁠⁠⁠https://note.com/225now/membership/join⁠⁠⁠⁠ #225NOW #Yaho

Tariffs as Artificial Costs Are Becoming a “New Form of Tax” in the Market ⁠⁠⁠https://note.com/225now/membership/join⁠⁠⁠ #225NOW #Yaho

人為的コスト＝関税が「税」として市場に定着しつつある ⁠⁠https://note.com/225now/membership/join⁠⁠⁠ #225NOW #Yaho

Stocks at Highs, EPS in Decline – What’s Moving Beneath the Surface of High Volatility? ⁠⁠https://note.com/225now/membership/join⁠⁠ #225NOW #Yaho

株価は高値圏、EPSは低迷──高VIXの裏で何が動いているのか。 ⁠⁠https://note.com/225now/membership/join⁠⁠ #225NOW #Yaho

Subtle warning signs hidden in an unmoving market. ⁠⁠https://note.com/225now/membership/join⁠⁠ #225NOW #Yaho

動かぬ相場に潜む、かすかな不穏のシグナル。 ⁠https://note.com/225now/membership/join⁠ #225NOW #Yaho

The return of a Reiwa-era Black 'Monday' has been averted. ⁠https://note.com/225now/membership/join⁠ #225NOW #Yaho

令和のブラック"マンデー"の再来は回避された。 https://note.com/225now/membership/join #225NOW #Yaho

The looming reality of tariffs and a sharp shift in resource prices cast a new tone over the weekend market. https://note.com/225now/membership/join #225NOW #Yaho

関税の現実味と資源価格の急変が、週末のマーケットに新たな空気をもたらす。 https://note.com/225now/membership/join #225NOW #Yaho

While the policy pause brings a moment of relief, the decline in EPS and subtle distress in the bond market quietly sound the alarm. https://note.com/225now/membership/join #225NOW #Yaho

政策据え置きで一息つくも、EPS低下と債券市場の不穏が静かに警鐘を鳴らす。 https://note.com/225now/membership/join #225NOW #Yaho

A Quiet Structural Shift, as Told by Bonds. https://note.com/225now/membership⁠ #225NOW #Yaho