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- 2018/07/07 03:00日本は米国債を売却し米国株を買っている：なんともひどいタイミングに
- 日本の米国債持ち高が近年減っているのはよく知られたことです、でも株式や企業債を増やしていたのは知ってました？これって一種のキャピタルフライトですよね。.adslot_1 { width: 300px; height: 250px; }@media (min-width:340px) { .adslot_1 { width: 336px; height:... [続きを読む]
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- 2018/07/06 03:00ことし上半期の唯一の買い手は自社株買い：BoA
- 期末から決算開示まではブラックアウト期間として自社株買いが禁じられています。ということで７月は自社株買いが弱まるはずですが株価にどこまで反映されるでしょう？.adslot_1 { width: 300px; height: 250px; }@media (min-width:340px) { .adslot_1 { width: 336px; h... [続きを読む]
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- 2018/07/05 03:00アメリカにもっと債務を
- Weekend Reading: #MAMI ？ Make America More Indebted Written by Michael Lebowitz | Jun, 29, 2018 I have spilled a lot of digital ink over the last few years on the trajectory of debt, spending and the impact of fiscal irresponsibility. Most ... [続きを読む]
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- 2018/07/04 03:00ドル安政策とコモディティ
- Weak Dollar Policy And Commodities by Tyler Durden Wed, 0... [続きを読む]
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- 2018/07/03 03:00株式市場は超リスキー 3 by Zeal 後半
- Regardless of the Fed’s balance sheet, quantitative tightening, or valuations, the near-record-low VIX slumping into the 9s back in December shows these stock markets are ripe for a major selloff anyway. At absolute minimum, it need... [続きを読む]
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- 2018/07/02 03:00日経新聞ガンバレ
- 匿名のブログやツイッターなら、でたらめが書かれていてもそこまでこだわらないのですが、ん？このブログも匿名ブログなのでそのたぐいですね。.adslot_1 { width: 300px; height: 250px; }@media (min-width:340px) { .adslot_1 { width: 336px; height: 280px; } }... [続きを読む]
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- 2018/07/02 03:00株式市場は超リスキー 3 by Zeal 中半
- Those early bull years’ major corrections coincided exactly with the ends of the Fed’s first and second quantitative-easing campaigns. QE is an extreme monetary-policy measure central banks can use after they force interest rates, ... [続きを読む]
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- 2018/07/01 03:00株式市場は超リスキー 3 by Zeal 前半
- Stock Markets Hyper-Risky 3 Adam Hamilton June 29, 2018 4520 Words The lofty US stock markets remain riddled with euphoria and complacency, fueled by an exceptional bull. Investors believe downside risks a... [続きを読む]
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- 2018/07/01 03:00いま、北極海で起きていることは・・・
- 北極海の海氷面積の推移は日本でも衛星から調査しています。http://www.eorc.jaxa.jp/earthview/2017/tp170915.html株式チャート分析の好きな人なら、こういうトレンドラインを引かないでしょう？ここ１０年ほどは減ってないように見えます。ただこのことを声を大にして言う... [続きを読む]
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- 2018/06/30 03:00３０年におよぶ地球温暖化の予想はどれもでたらめだ
- 地球温暖化に関して事実を確認すると、近年ハワイ山頂の大気分析では二酸化炭素濃度が単調にふえています。ただし観測開始は１９５８年です。また地上気温は上昇傾向にあるように見えます、ただしこの分析が難しいのは観測点の多くは都会の近くで、増加する観測点も都会の近... [続きを読む]
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- 2018/06/28 03:00BoAの「陰鬱なチャート」
- BofA's "Charts Of Darkness" by Tyler Durden Sun, 06/24/20... [続きを読む]
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- 2018/06/27 03:00Q1収益確認＆予想されるリスク
- Q1-Earnings Review & The Risk To Estimates Written by Lance Roberts | Jun, 21, 2018 With roughly98% of the S&P 500 having reported earnings, as of mid-June, we can take a closer look at the results through the 1st quarter of the year. Duri... [続きを読む]
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- 2018/06/26 03:00安値金鉱株の値がため２ by Zeal 後半
- This week the HGR was way down around 0.138x, which is incredibly low historically. Even during the first stock panic in a century in late 2008, the lowest the HGR plunged was 0.207x. And that lasted a single day before gold stocks... [続きを読む]
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- 2018/06/25 03:00安値金鉱株の値がため２ by Zeal 中半
- The flagship S&P 500 broad-market stock index surged to an all-time high in late January, generating extreme euphoria. And it’s still up 3.5% so far this year despite the sharp-yet-shallow-and-short volatility-shock correctio... [続きを読む]
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- 2018/06/24 03:00安値金鉱株の値がため 2 by Zeal 前半
- Cheap Gold Stocks Basing 2 Adam Hamilton June 22, 2018 3137 Words The gold miners’ stocks are drifting listlessly in the summer doldrums, largely forgotten by investors and speculators. They are missing a... [続きを読む]
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- 2018/06/21 03:00企業買収の熱狂
- “ The stock market is the story of cycles and of the human behavior that is responsible for overreactions in both directions.” ？ Seth Klarman「株式市場とは永遠のサイクルだ、そして人の行動はどちら向きの場合も過剰に反応する」ーーSeth Klarman.adslot_1... [続きを読む]
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- 2018/06/20 03:00テキサス金塊保管庫が今週正式に運用開始
- 写真はFort Knox。 The Texas Bullion Depository Officially Opened For Business This Week by Tyler Durden... [続きを読む]
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- 2018/06/19 03:00FED金利引き上げはゴールドに強気 3 by Zeal 後半
- Gold was trading at $1295 this Tuesday before this week’s FOMC decision. That’s a high base relative to gold’s bull-to-date peak of $1365 from early July 2016. A decisive 1% breakout above that happens at $1379. That would cha... [続きを読む]
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- 2018/06/18 03:00FED金利引き上げはゴールドに強気 3 by Zeal 中半
- But gold didn’t plunge from there like everyone expected. Instead it rebounded dramatically higher with an 11.4% rally over the next 10 weeks or so! When speculators’ gold-futures longs get too low and/or their shorts get too hig... [続きを読む]
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- 2018/06/17 03:00FED金利引き上げはゴールドに強気 3 by Zeal 前半
- Gold Bullish on Fed Hike 3 Adam Hamilton June 15, 2018 3233 Words Gold weathered the Federal Reserve’s 7th rate hike of this cycle this week. Gold-futures speculators and to a lesser extent gold inves... [続きを読む]
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- 2018/06/14 10:24強気な見方へのリスク
- “Consensus is something everyone agrees to, but no one believes in.” ？ Margret Thatcher「コンセンサスとは誰もが合意するものだ、ただし誰もそれを信じていない。」ーーMargret Thatcher.adslot_1 { width: 300px; height: 250px; }@media (min-width:340px) { .... [続きを読む]
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- 2018/06/14 03:00「株式ブローカー経済」における２つのルール
- The Two Rules Of “Stockbroker Economics” Written by John Coumarianos | Jun, 11, 2018 How an advisor should talk to clients and what rhetoric leads to big sales are often at odds. It can be death to an advisory business if the advisor is ne... [続きを読む]
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- 2018/06/13 03:00社会保障が保障されない
- 日本は一般会計と特別会計と別れており、全体把握が容易ではありません。一方米国では国の会計は一つで、年金保険額も税金に含まれています。.adslot_1 { width: 300px; height: 250px; }@media (min-width:340px) { .adslot_1 { width: 336px; height: 280px; } }(a... [続きを読む]
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