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、65ケ国で再生中。リスナー規模1K突破｜ "Originating from Japan, now heard in 65 countries." "The show has over 1K listeners across Podcast and YouTube." - 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.” - 2024 systemic risk model: dual-layer signals and macro-driven Black-Scholes, applied to option arbitrage across Nikkei225, SPX, VIX, Gold, FX, Bonds, and Geopolitics. - note: https://note.com/225now/n/na2c3e0b967ef YouTube: https://www.youtube.com/@225NOW?sub_confirmation=1

  1. 1 天前

    LDP Leadership Race Accelerates — Political Risks and U.S. Data Keep the Nikkei Stuck Around 42,000｜2025/9/4

    With the November G20 summit approaching, speculation over an accelerated LDP leadership race is intensifying, while the possibility of a year-end Lower House dissolution and general election also emerges. Against this backdrop of political uncertainty and key U.S. indicators, the Nikkei remains deadlocked around the 42,000 level. https://medium.com/@225now #225NOW #Yaho

    4 分鐘

  2. 1 天前

    新総裁選出の前倒しが加速 ― 政局リスクと米国指標を目前に日経42,000円を挟んだ攻防｜2025/9/4

    11月のG20サミットをにらみ、新総裁選出の前倒し観測が強まるなか、年末解散・総選挙の可能性も浮上。政局リスクと米国指標を前に、日経は42,000円を挟んで膠着状態に。 https://note.com/225now #225NOW #Yaho

    9 分鐘

  3. 2 天前

    Gold $3,500, Trump’s Silence, Nikkei’s Correction — What Risks Ahead?｜2025/9/3

    The Nikkei shows signs of correction, while U.S. markets see gold surging past $3,500 and the fear index rising. Amid President Trump’s silence adding to uncertainty, investors are probing for the “unseen risks” that may lie ahead. https://medium.com/@225now #225NOW #Yaho

    4 分鐘

  4. 2 天前

    金3,500ドル突破・トランプ大統領の沈黙・日経平均調整ムード ― マーケットが気にするリスクは何か｜2025/9/3

    日経平均は調整色を強め、米国ではゴールド急騰と恐怖指数の上昇が進行。トランプ大統領の沈黙が不透明感を増す中、市場は“見えないリスク”を探索中？ https://note.com/225now #225NOW #Yaho

    10 分鐘

  5. 3 天前

    Gold Shines Behind the Rally — Buffett’s Cash vs. Wall Street’s Bullish Calls｜2025/9/2

    Stocks remain strong, but gold is quietly gaining influence.Will the market’s future be signaled by Buffett, piling up cash—or by investment banks, fanning the flames of optimism? https://medium.com/@225now #225NOW #Yaho

    4 分鐘

  6. 3 天前

    株高の影で光りだすゴールド──バフェットの株売観測 vs. 投資銀行の強気姿勢、軍配はどちらに｜2025/9/2

    株式は強気を続ける一方で、ゴールドが静かに存在感を増しています。果たして相場の未来を示すのは、“現金を積むバフェット”か、“強気を煽る投資銀行”か── https://note.com/225now #225NOW #Yaho

    9 分鐘

  7. 5 天前

    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 分鐘

  8. 5 天前

    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 分鐘
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簡介

｜日本発、65ケ国で再生中。リスナー規模1K突破｜ "Originating from Japan, now heard in 65 countries." "The show has over 1K listeners across Podcast and YouTube." - 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.” - 2024 systemic risk model: dual-layer signals and macro-driven Black-Scholes, applied to option arbitrage across Nikkei225, SPX, VIX, Gold, FX, Bonds, and Geopolitics. - note: https://note.com/225now/n/na2c3e0b967ef YouTube: https://www.youtube.com/@225NOW?sub_confirmation=1

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