日経225オプション裸買投資戦記 – Nikkei 225 Naked Option Warfare – VIX, Macro & Geopolitics
Structural Macro Trader – Yaho #225NOW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.” - 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 insigh... more
| Publishes | Daily | Episodes | 406 | Founded | a year ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||
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When stocks look strongest, that’s exactly when you should watch gold — and the changes in everyday life.
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#225NOW
#Yaho
株が強いときほど、金と生活の変化を見るべきだ。
#225NOW
#Yaho
The real signal will come after the election, through time and positioning.
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#225NOW
#Yaho
選挙後、時間と需給が何を語るかを見極める局面。
#225NOW
#Yaho
What’s Behind the Resource Price Surge:
Productivity or Supply Constraints?
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#225NOW
#Yaho
資源価格の高騰の裏にあるのは生産性ショックか供給制約ショックか。
#225NOW
#Yaho
The beginning of a decentralized economy doesn’t start with flashy technology, but with quiet, unglamorous infrastructure.
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#225NOW
#Yaho
分散型エコノミーの始まりは、派手な技術ではなく地味なインフラから始まる。
#225NOW
#Yaho
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