Option Trader – Yaho
日経225オプション裸買投資戦記 – Nikkei 225 Naked Option Warfare
時間的消耗と無関心が利益の源泉である “Temporal decay and indifference are the source of profit.”-225NOW Model:https://225now.streamlit.app/-Originally developed in 2024 to monitor systemic risk, the model extends Black-Scholes with volatility skew, macro-driven decay, and cross-asset interdependencies, creating an index-sensitive option arbitrage framework. Beyond quantitative use, it archives voice, text, and formulas as durable assets to preserve insight through cycles and systemic resets. Coverage: Options, Volatility, Nikkei 225, S&P 500, Gold, FX, Fixed Income, Macro, Geopolitics, Electri...
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Episodes
両院議員総会・日銀会合・FOMCを控え──日経平均軟調、関税合意は静かなる債券シフトか｜2025/7/30 30.07.2025 8:01
債券が語る、静かな構造転換の兆し。 https://note.com/225now/membership #225NOW #Yaho
Amid Political Chaos and a Falling Nikkei, the Yaho Model Launches. ｜2025/7/29 29.07.2025 5:35
Announcing the First Step Toward a Personal Bloomberg: The "Yaho Model" Report — Visualizing Market Silence — Has Launched. https://note.com/225now/n/n5d53fa20be5b #225NOW #Yaho
混沌とする日本政治・続落の日経平均の中、遂にYaho Model プロダクトを発表｜2025/7/29 29.07.2025 10:50
個人版Bloomberg構築に向けた最初のプロダクトを公表 — 静けさを可視化する「Yaho Model」レポート、始動。 https://note.com/225now/n/n5d53fa20be5b #225NOW #Yaho
Tariffs as a Capital Reclaim Strategy — Nation-States vs. Multinational Corporations｜2025/7/28 28.07.2025 4:35
This is not a conflict between nations. It’s a silent war between shareholder capital and a united front of states. #225NOW #Yaho
関税は国家連合による資本回収装置か──国家 vs. 多国籍企業の時代｜2025/7/28 28.07.2025 9:11
これは国家間の争いではない。“株主資本 vs. 国家連合”の静かな戦争だ。 #225NOW #Yaho
*AI-Re：Tariffs vs. Tech Giants: How the U.S. Reclaims Dollar Dominance in the Age of AI｜2025/7/27 27.07.2025 11:27
AI erases salaries, and tariffs reclaim them. This isn’t just trade policy — it’s a story of currency hegemony and the reconstruction of the nation-state. #225NOW #Yaho #AIReinterpretation
Tariffs vs. Tech Giants: How the U.S. Reclaims Dollar Dominance in the Age of AI｜2025/7/27 27.07.2025 3:57
AI erases salaries, and tariffs reclaim them. This isn’t just trade policy — it’s a story of currency hegemony and the reconstruction of the nation-state. #225NOW#Yaho
トランプ関税によるドル覇権回帰：国家 vs. 多国籍企業──AI革命とサラリーの再配分｜2025/7/27 27.07.2025 12:22
AIがサラリーを消し、関税がそれを取り戻す──これは単なる貿易政策ではなく、通貨覇権と国家再構築の物語 #225NOW #Yaho
Frenzy and Heatwaves — Nikkei Reclaims 42,000, but What Lurks Beneath the Surge｜2025/7/24 24.07.2025 6:00
The political deals and market euphoria all rest on a single assumption: that human life will continue to function. #225NOW#Yaho
熱狂と熱波──日経平均42,000円奪還、急騰の裏でよぎる本当のリスク｜2025/7/24 24.07.2025 12:08
政治的合意や株価の熱狂の前提は、人類生命の継続にある。 #225NOW #Yaho
A Creditor Nation’s Great Deal — Japan’s ¥80 Trillion Bet for a 15% Tariff｜2025/7/23 23.07.2025 3:17
A Great Deal Made Possible Only by Japan — Home to the World’s Largest Foreign Reserves? #225NOW#Yaho
債権国としてのグレート・ディール──対米投資5,500億ドルと関税15%の着地の意味｜2025/7/23 23.07.2025 5:13
世界最大規模の外貨準備を誇る日本ならではのグレイト・ディールが成立？ #225NOW #Yaho
Japan Stocks After the Election — The Nikkei's Future, Driven by Craving for New Highs｜2025/7/22 22.07.2025 5:08
The market is thirsting for new highs. #225NOW #Yaho
灼熱の選挙を越えた日本株──高値を渇望する日経の未来｜2025/7/22 22.07.2025 9:34
市場は高値更新を渇望している。 #225NOW #Yaho
Same Shell, Different Cream — Japan’s Upper House and the Custard Shift｜2025/7/21 20.07.2025 5:28
Has Japan finally moved from a whipped-cream regime to a delicious custard-core conservatism? #225NOW #Yaho
外は変わらず、中身は再編──灼熱の参院選と日本政治の“カスタード化”｜2025/7/21 20.07.2025 8:27
生クリームのシュークリームは遂に、美味しいカスタードクリームのシュークリームへ？ #225NOW #Yaho
The True Risk Behind Political Events: How Drought and Water Shortages Threaten Humanity｜2025/7/18 18.07.2025 5:54
A Crisis That Elections, Fiscal Stimulus, and Interest Rates Cannot Measure — The Global Water Threat #225NOW #Yaho
政治イベントの陰に潜む真のリスク──干ばつと水不足がもたらす人類的影響｜2025/7/18 18.07.2025 10:23
選挙、財政、金利では測れない"水の危機" #225NOW #Yaho
Africa as the New G20 Host — The Geopolitical Copper Rush of the AI Age｜2025/7/17 17.07.2025 5:16
Copper as a Strategic Material Shaping Power in the Age of AI #225NOW #Yaho
G20開催地として浮上するアフリカ──AI経済成長時代の「銅」争奪戦｜2025/7/17 17.07.2025 11:52
AI時代の覇権を左右する素材としての「銅」 #225NOW #Yaho
G20, Tariffs, Election, BOJ — The Stillness and Depth of the Market｜2025/7/16 16.07.2025 5:47
In a market that appears quiet, what is truly moving beneath the surface? #225NOW #Yaho
G20・関税・参院選・日銀会合──市場の静寂とその深層｜2025/7/16 16.07.2025 8:02
静かに見えるマーケットで、動いているのは何か。 #225NOW #Yaho
Media Warfare Peaks in Japan’s Election — LDP Defeat Risk and the Nikkei’s Resilience｜2025/7/15 15.07.2025 6:29
As information overheats and truth becomes increasingly blurred, the market isn’t focused on the election itself—but on the structural changes that may follow. #225NOW #Yaho
参院選メディア戦、極まる──自民党大敗リスクと日経平均の耐久力｜2025/7/15 15.07.2025 9:40
情報が過熱し、何が真実か曖昧になる中──市場は選挙そのものよりも、“その後”にある構造変化を見ている。 #225NOW #Yaho
Caught Between Memories of the BOJ Shock – How 25’s Nikkei Diverges from the 24 Flashback｜2025/7/14 13.07.2025 6:08
When markets are bound by memory, commit yourself to reading the structure. #225NOW #Yaho
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