投資を始める前に知っておくべきこと。 社会の仕組みや、ニュースで取り上げられる事象がどのように市場に影響があるか、など分かりやすく解説します。 【プロフィール】 株式会社pafin 代表取締役 斎藤 岳 X(旧Twitter): twitter.com/Cryptact_gaku 12年間、ゴールドマン・サックスの自己勘定投資チーム及びヘッジファンド運用担当者として勤務。 不良債権、プライベートエクイティ、不動産、法的整理、上場株、債券、為替、金利、CDS、デリバティブなど最大800億円のポートフォリオを運用 === 株式会社pafin 代表取締役 アズムデ アミン X(旧Twitter): twitter.com/aminimaz アメリカのメリーランド州立大学を卒業後、2004年2月にゴールドマン・サックス証券東京支店に入社。 当時、自己勘定部門であった... more
Publishes | Weekly | Episodes | 270 | Founded | 5 years ago |
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Language | Categories | BusinessInvesting |
▼【米国株式の決算ハイライト】マイクロソフト 3Q2024決算
www.fintact.io/journal/results-microsoft-fy2024-3Q
▼斎藤岳X(旧Twitter) twitter.com/Cryptact_gaku
===アジェンダ===
0:16 日本に影響のあるリスクがフォーカスされ様子見?
2:50 決算直前。来期の見通し待ち?
4:20 米国GDP、1Qは+1.6%に鈍化
7:22 歴史的な円安。介入... more
▼マーケットレポート「パワー半導体市場アップデート 2024年春」 www.fintact.io/journal/power-semiconductor-device-update-spring2024 ▼斎藤岳X(旧Twitter) twitter.com/Cryptact_gaku ===アジェンダ=== 0:15 市場予想を上回るCPIで金利上昇 2:49 日本マーケットへの影響は? 6:29 注目の株主還元策と議決権比率 =============== 米... more
▼出遅れ株でテンバガーを目指す!
www.fintact.io/journal/aiming-tenbagger-by-laggard-stocks
▼斎藤岳X(旧Twitter) twitter.com/Cryptact_gaku
===アジェンダ===
0:25 強い米国経済指標で利下げへの疑問?
2:50 十数兆円が日本株マーケットに入ってくる?!
11:10 決算前の上昇は気持ち悪い?
===============
米国では経... more
▼親子上場解消で儲かる?TOBを利用した賢い投資手法と銘柄紹介
www.fintact.io/journal/method-using-unwinding-parent-child-relations
▼斎藤岳X(旧Twitter) twitter.com/Cryptact_gaku
===アジェンダ===
0:20 配当落ちや換金売りなども通過し、日経平均4万円台を維持
2:11 日産や東急が中計発表後暴落
7:11 新年度のスタート
==... more
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女性の相づちが耳障りなので、男性一人で配信していただきたいです。うんうん、へー、などうるさくて、気が散ります。
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