Nikkei 225 Naked Option Warfare – 日経225オプション裸買投資戦記 – VIX, Macro & Geopolitics

Structural Macro Trader – Yaho #225NOW
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｜日本発、24ケ国で再生中｜ 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.” 【Structural & Real Economy Model】 Developed in 2024 to monitor systemic risk buildup. Evolved into a dual-layer signal framework (Real M2, electricity, rate deltas) isolating regime shifts from noise. Enhanced Black-Scholes to incorporate volatility skew and macro-driven decay. Designed index-sensitive option arbitrage model. Focus: Options, VIX, Nikkei225, SPX, Gold, FX, Bonds, Macro, Geopolitics, Electricity. 【Yaho's Note #225NOW】 https://note.com/225now/n/na2c3e0b967ef

  1. VOR 2 TAGEN

    Market Cap and Value — What AI Took Away, and Japan’s Niche Advantage｜2025/8/30

    When the reign of standardization ends, what comes into view is a future called “niche.” https://medium.com/@225now #225NOW #Yaho

    6 Min.

  2. VOR 2 TAGEN

    時価総額と価値観──AIが奪ったもの、ポスト標準化時代と日本のニッチトップとしての価値｜2025/8/30

    標準化の支配が終わるとき、見えてくるのは──“ニッチ”という名の未来。 https://note.com/225now #225NOW #Yaho

    11 Min.

  3. VOR 2 TAGEN

    Behind the Nikkei’s Drop: Gold Makes a Comeback While Bitcoin Slips｜2025/8/30

    Stocks correct, while capital quietly shifts from Bitcoin to gold. https://medium.com/@225now #225NOW #Yaho

    4 Min.

  4. VOR 2 TAGEN

    楽観相場を襲った月末夜間売り──日経ラリーへの冷や水の裏で動く“金復活”｜2025/8/30

    株の調整、その陰で資金はビットコインから金へ？ https://note.com/225now #225NOW #Yaho

    10 Min.

  5. VOR 4 TAGEN

    AI Shovel Stocks Driving Japan’s Market — As Generative AI Kills Search, Audio Ads Rise｜2025/8/28

    As generative AI disrupts traditional search, the battlefield for attention shifts to the ears. This episode explores the intersection of Japan’s “AI shovel stocks” and the growing power of audio media. https://note.com/225now #225NOW #Yaho

    6 Min.

  6. VOR 4 TAGEN

    AIスコップ株が日本市場牽引──AI浸透による検索減少は音声広告に利？｜2025/8/28

    生成AIが検索を奪い、広告の主戦場は“耳”へ──AIスコップ株と音声メディアの交差点を読み解く。 https://note.com/225now #225NOW #Yaho

    9 Min.

  7. VOR 5 TAGEN

    NVIDIA Earnings Tonight — The Nikkei Takes a Breather: What's Next for Japan's Rally?｜2025/8/27

    The Nikkei is in a holding pattern, with key theme stocks cooling off. Will tonight’s NVIDIA earnings mark a turning point? https://note.com/225now #225NOW #Yaho

    4 Min.

  8. VOR 6 TAGEN

    エヌビディア決算が本日深夜に迫る──小休止の日経平均、日本株ラリーの踊り場の先は｜2025/8/27

    日経は踊り場、テーマ株に一服感。深夜のエヌビディア決算が転機となるか。 https://note.com/225now #225NOW #Yaho

    8 Min.
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｜日本発、24ケ国で再生中｜ 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.” 【Structural & Real Economy Model】 Developed in 2024 to monitor systemic risk buildup. Evolved into a dual-layer signal framework (Real M2, electricity, rate deltas) isolating regime shifts from noise. Enhanced Black-Scholes to incorporate volatility skew and macro-driven decay. Designed index-sensitive option arbitrage model. Focus: Options, VIX, Nikkei225, SPX, Gold, FX, Bonds, Macro, Geopolitics, Electricity. 【Yaho's Note #225NOW】 https://note.com/225now/n/na2c3e0b967ef

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