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
8月日銀ショックの記憶の狭間──2024年のフラッシュバックと異なる日経平均の今｜2025/7/14 13.07.2025 8:28
「記憶」が市場を縛るとき、「構造」を読むことに徹せよ。 #225NOW #Yaho
Second SQ High at 40,000 — A Summer of Risk and Politics for Japan's Market｜2025/7/11 11.07.2025 5:39
The market has absorbed tariffs and geopolitics alike. Now, the final “election risk” may thrust Japan back into the spotlight. #225NOW #Yaho
2度目SQ高値 「日経4万円」──最後のリスク・参院選を迎える日本市場の夏｜2025/7/11 11.07.2025 8:45
関税も地政学も飲み込んだ相場。残された最後の“選挙リスク”が、日本を再び主役に押し上げる。 #225NOW #Yaho
Geopolitics, Asset Highs, and Tariffs — Still Not Enough?｜2025/7/10 10.07.2025 5:55
Having devoured every fear, where does the market go from here? #225NOW #Yaho
関税・地政学・資産高──リスクを飲み込む市場、次に何を見る？｜2025/7/10 10.07.2025 7:11
恐怖を食い尽くしたマーケットが向かう先は何か。 #225NOW #Yaho
Tariffs, Yields, and the 40K Line — What Breaks First?｜2025/7/9 09.07.2025 5:19
The market is propped up by insurance in the name of “caution.” What breaks first — the wall, or the comfort? #225NOW #Yaho
金利上昇が作る「4万の壁」 vs. 関税に怯まない日経EPS──担がれるのはどちらか｜2025/7/9 09.07.2025 7:37
市場は“警戒”という名の保険に支えられている。崩れるのは、壁か、それとも安心か。 #225NOW #Yaho
25% Tariffs, Tax Cut Pressure, and 3% Yields — Can the Nikkei Hold the Line?｜2025/7/8 07.07.2025 5:53
President Trump is skillfully navigating WTO rules. He’s not a chicken — he’s a hawk. #225NOW #Yaho
一律関税25%、消費税減税論、30年金利3%目前──日経平均はどこまで織り込んでいるのか｜2025/7/8 07.07.2025 11:16
WTOルールを巧みに使うトランプ大統領。彼はチキンではなくタカだ。 #225NOW #Yaho
*AI-Re：President Trump vs. Elon Musk — The Collapse of Party Politics: Who Will Be the Biggest Loser?｜2025/7/6 06.07.2025 6:57
The greatest loser is the one left outside the structure of conflict. #225NOW #Yaho #AIReinterpretation
President Trump vs. Elon Musk — The Collapse of Party Politics: Who Will Be the Biggest Loser?｜2025/7/6 06.07.2025 6:47
The greatest loser is the one left outside the structure of conflict. #225NOW #Yaho
トランプ大統領 vs イーロン・マスク氏の対立構造──現政党政治の終焉、最大の敗者は誰か？｜2025/7/6 06.07.2025 10:21
最大の敗者は対立構造から漏れた者だ。 #225NOW #Yaho
Japan’s Awakening Triggered by Trump Tariffs — From Its Parent to the Global South｜2025/7/5 05.07.2025 5:46
President Trump, who once trusted the late Prime Minister Shinzo Abe, is still waiting for Japan’s awakening—for a relationship built on independence and mutual trust. #225NOW #Yaho
*AI-Re：Japan’s Awakening Triggered by Trump Tariffs — From Its Parent to the Global South｜2025/7/5 05.07.2025 7:30
President Trump, who once trusted the late Prime Minister Shinzo Abe, is still waiting for Japan’s awakening—for a relationship built on independence and mutual trust. #225NOW #Yaho #AIReinterpretation
トランプ関税がもたらす日本の目覚め──親からの独立と第三世界への経済進出｜2025/7/5 05.07.2025 11:35
今は亡き安倍元総理を信じたトランプ大統領は、いまも“日本の覚醒”、自立と信頼の関係を待っている。 #225NOW #Yaho
*AI-Re：Shut Down Desire — Trump’s Tariffs and the Rise of American AI Power｜2025/7/4 04.07.2025 8:04
Exports are a form of economic warfare: they stimulate indirect energy consumption in importing nations and delay the advancement of artificial intelligence. #225NOW #Yaho #AIReinterpretation
Shut Down Desire — Trump’s Tariffs and the Rise of American AI Power｜2025/7/4 04.07.2025 4:01
Exports are a form of economic warfare: they stimulate indirect energy consumption in importing nations and delay the advancement of artificial intelligence. #225NOW #Yaho
アメリカ人よ、欲望を遮断せよ──トランプ関税が開く米国AI覇権への扉｜2025/7/4 04.07.2025 12:13
輸出という経済攻撃は輸入国の間接電力消費を促し、AI発展を遅らせる。 #225NOW #Yaho
*AI-Re：Rebalancing – Bessent's Philosophy and the 10 Pillars of Global Redesign｜2025/7/4 04.07.2025 10:06
A world being redesigned—who will stand at its starting point? #225NOW #Yaho #AIReinterpretation
Rebalancing – Bessent's Philosophy and the 10 Pillars of Global Redesign｜2025/7/4 04.07.2025 6:43
A world being redesigned—who will stand at its starting point? #225NOW #Yaho
リバランシングの時代──ベッセントの思想と世界再構成の10項目｜2025/7/4 04.07.2025 16:28
再設計される世界、その起点に立つのは誰か。 #225NOW #Yaho
Japan's Dilemma Under 30% Tariffs — EPS Decline or Domestic Demand Collapse?｜2025/7/3 02.07.2025 4:11
Raising prices breeds innovation; opening markets strips it away. #225NOW #Yaho
関税30%と日本の選択──日経EPS下落か、内需喪失か｜2025/7/3 02.07.2025 8:06
値上げは工夫を生み、市場開放は工夫を奪う。 #225NOW #Yaho
*AI-Re：AI’s Power Grab — Tariffs, Schumpeter, and the New Disruption｜2025/7/2 01.07.2025 7:14
Tariffs are merely a means. The true goal is to generate surplus electricity — and launch AI into its next leap. #225NOW #Yaho #AIReinterpretation
AI’s Power Grab — Tariffs, Schumpeter, and the New Disruption｜2025/7/2 01.07.2025 4:40
Tariffs are merely a means. The true goal is to generate surplus electricity — and launch AI into its next leap. #225NOW #Yaho
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