日経225オプション裸買投資戦記 - NI225 Long Option Trader -

著者： Japan Option Trader - Yaho -
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  • マネー・ショート、マイケル・バーリに憧れ、深く日経オプションの世界に足を踏み入れた自分。その熱い情熱と探求心を形にするため、未来の自分に向けた"日記"を綴る。日経225(NI225)、S&P500(SPX)、金(Gold)、ドル円(USDJPY)、ビットコイン(BTC)。多角的な視点からこれらを分析し、日々の相場観を記録。膨大なチャートに頼ることなく、Excelを駆使した緻密なモデリングと独自の手法で市場の本質を解き明かす。過去、現在、そして未来の相場の軌跡を紐解いていく物語*1.3〜1.5倍速推奨。 --- Inspired by "The Big Short" and Michael Burry, I ventured deeply into the world of Nikkei options with passion and an insatiable curiosity. As a reflection of my relentless pursuit, I write this "journal" as a message to my future self. --- 書き起こし:https://listen.style/p/ni225op?NtLbcHE1 X：https://x.com/ni225op
    Japan Option Trader - Yaho -
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あらすじ・解説

マネー・ショート、マイケル・バーリに憧れ、深く日経オプションの世界に足を踏み入れた自分。その熱い情熱と探求心を形にするため、未来の自分に向けた"日記"を綴る。日経225(NI225)、S&P500(SPX)、金(Gold)、ドル円(USDJPY)、ビットコイン(BTC)。多角的な視点からこれらを分析し、日々の相場観を記録。膨大なチャートに頼ることなく、Excelを駆使した緻密なモデリングと独自の手法で市場の本質を解き明かす。過去、現在、そして未来の相場の軌跡を紐解いていく物語*1.3〜1.5倍速推奨。 --- Inspired by "The Big Short" and Michael Burry, I ventured deeply into the world of Nikkei options with passion and an insatiable curiosity. As a reflection of my relentless pursuit, I write this "journal" as a message to my future self. --- 書き起こし:https://listen.style/p/ni225op?NtLbcHE1 X：https://x.com/ni225op
Japan Option Trader - Yaho -
個人ファイナンス 経済学
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エピソード
  • Nikkei Continues to Rise – Bull Market Driven by Sector Rotation into Domestic Demand Stocks like Retail and Media? | Market Commentary for April 18, 2025

    Nikkei Continues to Rise – Bull Market Driven by Sector Rotation into Domestic Demand Stocks like Retail and Media? | Market Commentary for April 18, 2025
    2025/04/18

    The Nikkei 225 continues its upward trend. Investor focus remains on retail and media-related stocks, suggesting a possible sector rotation from export-oriented (external demand) to domestic demand-driven stocks. A rapid and massive capital inflow into domestic sectors could signal the arrival of a bull market centered on domestic demand, potentially aiming to reclaim the July 2024 SQ high. However, it's important to keep in mind the lingering concerns of an economic slowdown, which could weaken both external and domestic demand.

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    I am Japanese.

    English Version
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    5 分
  • 日経平均続騰、小売やメディア等の内需へのセクターローテーションによるブル相場到来も...| 2025/4/18相場雑感

    日経平均続騰、小売やメディア等の内需へのセクターローテーションによるブル相場到来も...| 2025/4/18相場雑感
    2025/04/18
    日経平均は上昇継続。小売やメディア関連の物色が続き、外需株から内需株へのセクターローテーションが発生か。外需銘柄からの内需銘柄への急速かつ巨額な資金流入が内需中心のブル相場到来で、日経平均は2024年7月SQ高値の奪還を狙うか。ただし、外需と内需の両翼を失う景気後退懸念が残るのを肝に銘じるべきか。 ___ The Nikkei 225 continues its upward trend. Investor focus remains on retail and media-related stocks, suggesting a possible sector rotation from export-oriented (external demand) to domestic demand-driven stocks. A rapid and massive capital inflow into domestic sectors could signal the arrival of a bull market centered on domestic demand, potentially aiming to reclaim the July 2024 SQ high. However, it's important to keep in mind the lingering concerns of an economic slowdown, which could weaken both external and domestic demand.
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    9 分
  • Smiles from Trump & Akazawa Lift Nikkei — No FX Talk, Risk-On Returns? | Market Commentary on April 17, 2025

    Smiles from Trump & Akazawa Lift Nikkei — No FX Talk, Risk-On Returns? | Market Commentary on April 17, 2025
    2025/04/17

    In the early hours of today (Japan time), Minister Akazawa and President Trump held negotiations on reciprocal tariffs.

    While the detailed contents remain undisclosed, the market seems to have responded positively to the smiling photo of President Trump and Minister Akazawa.

    With no apparent demands regarding foreign exchange, the yen weakened, potentially signaling a risk-on market with a weaker yen and rising Japanese stocks.

    Attention now turns to whether money flowing out of historically high gold and U.S. stocks can be absorbed into Japanese equities.



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    I am Japanese.

    English Version
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    5 分

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